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

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Recode Decode: Walt Mossberg

Recode Decode: Walt Mossberg

On this special episode of "Recode Decode," we celebrate the relaunch of Recode.net with an extended interview between Recode co-founders Kara Swisher and Walt Mossberg. In 1991, Mossberg was laughed out of the Secretary of State's office for announcing that he would start writing about technology. Three media companies and 25 years later, he reflects on the changing landscape of tech journalism. Plus: Kara and Walt preview the upcoming Code Conference and look back on a decade of conference highlights and lowlights. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Maj 201648min

Recode Decode: Deeds Not Words' Wendy Davis

Recode Decode: Deeds Not Words' Wendy Davis

Former Texas State Senator Wendy Davis -- most famous for her filibuster to stop legislation that would severely restrict abortions in that state -- talks with Kara Swisher about her new digital initiative Deeds Not Words, which hopes to mobilize young women into political action. She discusses her history of confronting misogyny and discrimination, both in real life and online, and why progress in women's rights has been so slow. Davis thinks women must forcefully call out attempts to silence them and learn to put a human face on grim statistics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Maj 201643min

Recode Decode: Keith Rabois says winter is coming for wasteful startups

Recode Decode: Keith Rabois says winter is coming for wasteful startups

Khosla Ventures investment partner Keith Rabois talks with Kara Swisher about building PayPal before the dot-com crash and the entrepreneurial lessons he applied from that company to later jobs at LinkedIn, Slide, Google and Square. Now, as a venture capitalist, he sees himself as a consulting psychologist for many companies in his portfolio. He also discusses why investors who once feared missing the next Uber are now rejecting startups with high burn rates. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Apr 201651min

Recode Decode: Steve Case’s “Third Wave”

Recode Decode: Steve Case’s “Third Wave”

Investor and former America Online CEO Steve Case, the author of a new book called "The Third Wave," talks with Kara Swisher about how companies like AOL made on-ramps to the Internet and where we'll find the next big ideas. He dissects why the notorious AOL Time Warner merger failed and explores what the big market leaders need to do to stay on top. America can create millions of new jobs, he argues, by expanding the startup mentality nationwide, including to non-tech sectors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Apr 201650min

Recode Decode: Dave Gilboa and Neil Blumenthal, co-CEOs, Warby Parker

Recode Decode: Dave Gilboa and Neil Blumenthal, co-CEOs, Warby Parker

Warby Parker co-founders and co-CEOs Dave Gilboa and Neil Blumenthal talk with Re/code's Senior Commerce Editor Jason Del Rey about how they challenged the incumbents of the eyewear business, which is dominated by one company, Luxottica. They explain why they expanded beyond their online sales business into old-fashioned retail stores and why, even in the digital age, a strong brand name is vitally important for fashion. Plus: Where did the name "Warby Parker" come from? Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Apr 201639min

Recode Decode: Anne Wojcicki, CEO, 23andMe

Recode Decode: Anne Wojcicki, CEO, 23andMe

Kara Swisher talks with 23andMe CEO Anne Wojcicki about why the personal genomics company's mission is unchanged after a battle with the FDA. Wojcicki argues that understanding one's own genetic traits is part of a broader trend of consumers taking control of their health. She also discusses being a famous female tech executive, what she thinks of 23andMe's embattled peer Elizabeth Holmes of Theranos and why she doesn't read her own press (especially when it is about her relationship with New York Yankees star Alex Rodriguez). Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Apr 201655min

Recode Decode: Renaud Laplanche, CEO, Lending Club

Recode Decode: Renaud Laplanche, CEO, Lending Club

Lending Club CEO Renaud Laplanche talks with Kara Swisher about the benefits of online financial services in a world that no longer needs old-fashioned bank branches. He also explains why Lending Club's stock has been slipping for two years and is currently at half its IPO share price. Plus: Why the venture capitalist honeymoon with private financial tech companies might be ending and why Laplanche is bracing for a general market downturn. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Mars 201638min

Recode Decode: Chamath Palihapitiya, Investor, Social Capital

Recode Decode: Chamath Palihapitiya, Investor, Social Capital

Social Capital founder Chamath Palihapitiya talks with Kara Swisher about working on Winamp, AOL Instant Messenger and Facebook before becoming an outspoken investor. In today's Silicon Valley, he says, old investment firms are dying and the next hundred-billion-dollar companies will be more diverse and open-minded. He also evaluates Twitter, Yahoo and the racial animosity of Donald Trump. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Mars 20161h 9min

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