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: Gene Sperling

Recode Decode: Gene Sperling

Former Clinton and Obama economic advisor Gene Sperling talks with Recode's Kara Swisher about his latest book, Economic Dignity, and how the COVID-19 pandemic is changing attitudes toward essential labor and compensation. He predicts that unemployment could top 10 percent for several years to come, and evaluates the federal government's response to the crisis so far, explaining what he would tell President Trump if he were still in the White House today. Sperling also talks about the need for laws to protect gig workers, why the Obama administration didn't stop Big Tech from growing in size and power when it had the chance, and the need for antitrust action against companies like Facebook. Featuring: Gene Sperling (@genebsperling), author, Economic Dignity Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Maj 202054min

Recode Decode: Casey Newton and Louie Swisher

Recode Decode: Casey Newton and Louie Swisher

Recode's Kara Swisher talks with the Verge's Casey Newton and her older son, Louie Swisher, about how the COVID-19 pandemic and quarantine has affected their tech habits. They also discuss Louie's remote final months of high school, the future of video conferencing, and the growing power of tech giants such as Facebook and Amazon. Newton also talks about his reporting on Facebook moderators who developed PTSD on the job, which led to a recent $52 million settlement. Plus: What is everyone watching and playing to pass the time, and are movie theaters dead? Featuring: Casey Newton (@CaseyNewton), tech reporter at The Verge and writer of The Interface Louie Swisher Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Maj 20201h

Recode Decode: Jon Meacham

Recode Decode: Jon Meacham

Historian and bestselling author Jon Meacham talks with Recode's Kara Swisher about his new podcast Hope Through History, which shows how Americans endured crises such as the Great Depression and the 1918 flu pandemic and came out the other side as a stronger nation. Meacham says there's no guarantee that the coronavirus pandemic will be resolved in the same way as the moments he has studied, but that it's a mistake to imagine that the past was a simpler "fairy tale" time without comparable struggles. He also talks about the politicization of our current crisis, how it has accelerated other problems in our society, and what a Joe Biden victory in November would mean for the future of the country. Plus: What is Meacham writing next, and what past presidency most resembles our own? (It's not Andrew Jackson's.) Featuring: Jon Meacham (@jmeacham), host, Hope Through History Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Maj 202048min

Recode Decode: Maye Musk

Recode Decode: Maye Musk

Model and dietitian Maye Musk (the mother of Tesla/SpaceX CEO Elon Musk, entrepreneur Kimbal Musk, and filmmaker Tosca Musk) talks with Recode's Kara Swisher about her recent memoir, A Woman Makes a Plan: Advice for a Lifetime of Adventure, Beauty, and Success. Musk also discusses ageism in modeling, her aversion to the "weird diets" that have caught on in Silicon Valley, and how she was a "pillar" to her three entrepreneurial kids. Plus: Does she want to go to Mars with Elon? (Note: This interview was recorded in late March.) >> Start your free trial of New York Magazine today - go to nymag.com/decode Featuring: Maye Musk (@mayemusk), author, A Woman Makes a Plan: Advice for a Lifetime of Adventure, Beauty, and Success Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Maj 202048min

Recode Decode: Joe Walsh

Recode Decode: Joe Walsh

Former Republican Congressman Joe Walsh talks with Recode's Kara Swisher about why he tried to primary Donald Trump earlier this year, how the Republican Party became a "cult," and his recent book, F*ck Silence: Calling Trump Out for the Cultish, Moronic, Authoritarian Con Man He Is. Walsh, who also hosts a podcast called F*ck Silence, says the coronavirus crisis is finally starting to convince people who don't pay attention to politics that they should vote against President Trump in November, and that the centrality of Trump to the election means Joe Biden's campaign is fairly irrelevant. He also predicts that a conservative third party led by anti-Trump former Republicans is inevitable, and says Biden's nominee for Vice President must be someone who's already well-known to voters. >> Start your free trial of New York Magazine today - go to nymag.com/decode Featuring: Joe Walsh (@WalshFreedom), author, F*ck Silence: Calling Trump Out for the Cultish, Moronic, Authoritarian Con Man He Is Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Maj 202052min

Recode Decode: Scott Galloway

Recode Decode: Scott Galloway

NYU Professor and Pivot co-host Scott Galloway returns to Recode Decode to talk about his new show on Vice TV, No Mercy, No Malice with Professor Scott Galloway. He and Recode's Kara Swisher also talk about how they started working together, why he decided to branch out into podcasting and then TV, and the "most disruptable" industries that young people should be going into right now — healthcare and higher education. Galloway explains what he would do if he were the provost of a major university like NYU, including a "Marshall Plan" for increasing student enrollment and the abolition of tenure for professors because "everybody else has to work for a living." Plus: How coronavirus will change cities, retail, restaurants, and more, and which big tech companies should be broken up. >> Start your free trial of New York Magazine today - go to nymag.com/decode Featuring: Scott Galloway (@profgalloway), Pivot co-host and host of No Mercy, No Malice with Professor Scott Galloway Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Maj 20201h 10min

Recode Decode: Alexis Coe

Recode Decode: Alexis Coe

Political historian Alexis Coe talks with Recode's Kara Swisher about her latest book, You Never Forget Your First: A Biography of George Washington, which seeks to break the staid formula by which all other books about America's first president have been written. Coe says she is the only female historian to write a book about Washington, and discovered that other biographies written by white men have popularized sexist untruths about his single mother, while obscuring some crucial details about Washington himself and distorting his track record as a slaver. She also talks about her previous book, Alice + Freda Forever: A Murder in Memphis, why we still need libraries, and how history as a profession is changing at a time when we may know "too much" about our leaders. Featuring: Alexis Coe (@alexiscoe), author, You Never Forget Your First: A Biography of George Washington Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Maj 20201h 4min

Recode Decode: Alex Kantrowitz

Recode Decode: Alex Kantrowitz

BuzzFeed News reporter Alex Kantrowitz talks with Recode's Kara Swisher about his new book, Always Day One: How The Tech Titans Plan To Stay On Top Forever. He discusses how coronavirus may change consumers’ relationship with tech giants, the opportunity for a new major labor movement, and how the companies he profiled in the book — including Amazon, Apple, and Facebook — keep from getting out-innovated. Kantrowitz says education, and not automation, is the larger problem for the long-term future of work, and argues that TikTok is one of the only places young people are learning to be creative; he also explains why Apple is stuck in a similar rut now to the one Microsoft was in under Steve Ballmer. Plus: Can you steal from Amazon's cashier-less grocery story? Featuring: Alex Kantrowitz (@Kantrowitz), author, Always Day One: How The Tech Titans Plan To Stay On Top Forever Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Maj 202056min

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