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: Dick Costolo, Former Twitter CEO

Recode Decode: Dick Costolo, Former Twitter CEO

Former Twitter CEO Dick Costolo sits down with Kara Swisher to talk about what he's doing next, what he thinks of Twitter's future under Jack Dorsey and why men often fail to "do diversity." Later, Lauren Goode wheels in to Kara's desk to answer readers' questions about "hoverboards." Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Dec 201555min

Recode Decode: Ricky Van Veen, CollegeHumor Co-Founder

Recode Decode: Ricky Van Veen, CollegeHumor Co-Founder

In this first episode of Peter Kafka's new weekly "Re/code Decode" interviews, CollegeHumor co-founder Ricky Van Veen sits down with Peter to talk about monetizing content on the Internet and why it's so hard. Plus: Why is a lot of that content moving to "old" platforms like TV, and who's more powerful, Rupert Murdoch or Mark Zuckerberg? Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Dec 201532min

Recode Decode: Brian Chesky, Airbnb CEO

Recode Decode: Brian Chesky, Airbnb CEO

Airbnb CEO Brian Chesky talks with Kara Swisher about being in Paris during the city's recent terror attacks, and what the hospitality company is doing after a major political win in San Francisco. Later, Lauren Goode gets a new job as Kara's personal shopper, with some help from The Verge's holiday gift guide. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Nov 201553min

Recode Decode: B.J. Novak and Dev Flaherty, The List App Co-Founders

Recode Decode: B.J. Novak and Dev Flaherty, The List App Co-Founders

The List App co-founders B.J. Novak and Dev Flaherty talk about their new mobile-social app for making lists and how tech is changing the entertainment world. Later, Lauren Goode joins Kara to talk about Apple's new iPad Pro and whether it's worth the upgrade. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Nov 201550min

Recode Decode: Brent Bushnell and Eric Gradman, Two Bit Circus Co-Founders

Recode Decode: Brent Bushnell and Eric Gradman, Two Bit Circus Co-Founders

Two Bit Circus CEO Brent Bushnell and CTO Eric Gradman talk with Kara Swisher about their high-tech circus, STEAM Carnival; fixing education; and why playing games will break down kids' aversion to the sciences. Later, Lauren Goode finds out if the new BlackBerry Priv is good enough to challenge Kara's iPhone. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Nov 201544min

Recode Decode: Aaron Levie, Box CEO

Recode Decode: Aaron Levie, Box CEO

Box CEO Aaron Levie talks with Kara Swisher about the next wave of enterprise companies and why having $80,000 is better than having $10 million. Later on: How could switching between iOS and Android be easier? Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Nov 201552min

Recode Decode: Sequoia Capital Chairman Sir Michael Moritz

Recode Decode: Sequoia Capital Chairman Sir Michael Moritz

Venture capitalist and co-author of "Leading" Michael Moritz talks with Kara Swisher about the history and future of investing and leadership. Later on: Do food delivery services have a place outside of San Francisco? Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Nov 201556min

Recode Decode: Huffington Post Editor in Chief Arianna Huffington

Recode Decode: Huffington Post Editor in Chief Arianna Huffington

Huffington Post editor-in-chief Arianna Huffington talks with Kara Swisher about why journalism is going mobile, but she won?t take her phone to bed. Later on: is 4K TV the future, or just hype? Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Okt 201537min

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