The company at the heart of the AI bubble

The company at the heart of the AI bubble

So a lot of people think AI is a bubble. So we sent Verge senior reporter Liz Lopatto out to report on the AI bubble — whether it's real, how it might pop, and what all of this means.She’s joining the show today to talk about a particular company that sits right in the middle of all of it. That company is called CoreWeave, and Liz has spent considerable time diving into its history, its financials, and the truly fascinating story that all of that tells us about the modern AI boom. Links: CoreWeave CEO plays down concerns about AI-spending bubble | WSJ Why debt funding is ratcheting up the risks of the AI boom | NYT Inside the data centers that train AI and drain the electrical grid | The New Yorker How a crypto miner transformed Into the multibillion-dollar backbone of AI | Wired CoreWeave signs $14 billion AI infrastructure deal with Meta | Reuters CoreWeave, Nvidia sign $6.3 billion cloud computing capacity order | Reuters Nvidia turned CoreWeave into major player in AI years before saving its IPO | CNBC CoreWeave inks $6.5 billion deal with OpenAI | CNBC ‘Project Osprey:’ How Nvidia seeded CoreWeave’s rise | The Information For this startup, Nvidia GPUs are currency | The Verge Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(889)

Recode Decode: Hillary Clinton, former U.S. Secretary of State (Code Conference 2017)

Recode Decode: Hillary Clinton, former U.S. Secretary of State (Code Conference 2017)

In this special bonus episode from the 2017 Code Conference, former U.S. Secretary of State and 2016 presidential candidate Hillary Clinton talks with Recode's Kara Swisher and The Verge's Walt Mossberg about the mistakes she made during the campaign and what she thinks in hindsight about criticism of her private email server and paid speeches to Goldman Sachs. Clinton says "anti-American forces" are continually trying to undermine America's security and unity and that she believes saboteurs from Russia were directly aided by Americans, likely including Donald Trump. She criticizes Facebook's spreading of "fake news" and the eagerness of the media to amplify Trump's message, but also the failures of the Democratic National Committee's "poor" data campaign in 2016 as contributing factors to her defeat. Looking forward, Clinton says she's "hopeful" that Democrats will regain control of the House of Representatives in 2018 and "hold [our] own" in the Senate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Jun 20171h 17min

Recode Decode: Kevin Systrom, CEO, Instagram

Recode Decode: Kevin Systrom, CEO, Instagram

Instagram CEO and co-founder Kevin Systrom talks with Recode's Kara Swisher about why he's still working at Facebook five years after it bought his company for $1 billion. Systrom shares what he has learned from the executives there and why he insisted from day one that his new colleagues not call Instagram a "photo-sharing app" — which surprised Mark Zuckerberg. He also addresses allegations that Instagram has "copied" features from Snapchat, saying no tech product is completely original and that it's better for consumers if companies in the same space are constantly trying to one-up each other. Later in the show, Systrom explains why he feels personally responsible to make the internet a safer place, and what he's doing toward that goal. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Jun 20171h 9min

Recode Decode: Boris Sofman, CEO, Anki

Recode Decode: Boris Sofman, CEO, Anki

Anki CEO Boris Sofman talks with Recode’s Kara Swisher about the future of robotics and why his company is starting with robots that entertain people: The artificially intelligent toy cars Anki Drive, released in 2013, and the emotive pet-like Cozmo, which came out in 2016. Sofman says designing for cuteness makes it easier for humans to accept when the robot makes an error, and is a low-risk way to make all robots better at skills like computer vision. He also talks about the current state of self-driving cars and why the biggest danger robots currently pose to humanity is being misused by human operators. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Mai 201759min

Recode Decode: David Marcus, VP of Messaging, Facebook

Recode Decode: David Marcus, VP of Messaging, Facebook

Facebook's messaging products boss, David Marcus, talks with Recode's Kurt Wagner about how the company is trying turn its Messenger app into a hub for interactions between companies and consumers. Marcus explains what Facebook learned from last year's rollout of "bots" on the platform and why the latest tools are poised to be more useful. He also explains why Facebook is not planning to take a cut of purchases made within Messenger and how it's balancing plans to inject ads into the app with users' privacy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Mai 201755min

Recode Decode: Patrick Collison, CEO, Stripe

Recode Decode: Patrick Collison, CEO, Stripe

Stripe CEO Patrick Collison talks with Recode's Kara Swisher about how the company he and his brother started in 2010 evolved from a service for other small startups into a global payments platform for companies of all sizes. He discusses why Stripe recently hired a new security head, DARPA alum Peiter Zatko, and why our data is safer in the hands of companies like Google and Facebook than it is with hospitals or telecom giants. Collison also argues that U.S. immigration policy, and restrictive housing policies in the San Francisco Bay Area, are imperiling Silicon Valley's ability to continually innovate in the future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Mai 20171h 6min

Recode Decode: Behind the scenes of 'The Handmaid's Tale'

Recode Decode: Behind the scenes of 'The Handmaid's Tale'

"The Handmaid's Tale" creator and showrunner Bruce Miller talks with Recode's Kara Swisher about his new adaptation of the dystopian Margaret Atwood novel, which recently debuted on Hulu. Miller discusses the aptness of the show's political themes, and why he's excited to tell stories beyond the ones explicitly laid out in Atwood's text. He also chats about the impact that tech companies like Netflix, Amazon and Hulu have had on Hollywood, and weighs the benefits of TV's golden age against the risk that viewers might start to get impatient as they binge through high-quality content faster than it can be made. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Mai 201759min

Recode Decode: Sheryl Sandberg

Recode Decode: Sheryl Sandberg

Facebook COO Sheryl Sandberg talks with Recode's Kara Swisher about her new book, "Option B," which she wrote after the sudden death of her husband, entrepreneur Dave Goldberg. This latest book is more raw than her first, "Lean In," combining Sandberg's personal journal entries with research about all kinds of adversity, as explained by her co-author, psychologist Adam Grant. Sandberg explains what most people get wrong about grief and how to talk to those who are in mourning. She also calls for a reexamination of corporate and public policies around parental leave, health care and bereavement. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Mai 20171h 3min

Recode Decode: FCC Chairman Ajit Pai

Recode Decode: FCC Chairman Ajit Pai

FCC Chairman Ajit Pai talks with Recode's Tony Romm about his first three months on the job and what critics of his plan to roll back Obama-era net neutrality rules get wrong. Pai says the FCC should be an apolitical agency that focuses on how to create the most "digital opportunity" for everyone and that preemptively regulating how ISPs compete with one another isn't appropriate. He also discusses his relationships with both Congress and Donald Trump, who he says has not meddled at all in the agency's decisions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Mai 201734min

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