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: Tom Steyer

Recode Decode: Tom Steyer

2020 presidential candidate Tom Steyer talks with Recode's Teddy Schleiefer about income inequality and the need for a wealth tax in America, what separates him from fellow ultra-wealthy candidate Michael Bloomberg, and why we should expect the government to solve problems — not plutocrats who have pledged to give their money away. Steyer also discusses the importance of grassroots organizing on the left, how antitrust laws should be applied to tech giants like Amazon and Facebook, and why he's emphasizing climate change as the "number one priority" in 2020. Plus: How people have rationalized the intentional "cruelty" of the Republican Party. Read a full transcript of this interview here. Featuring: Tom Steyer (@TomSteyer), 2020 presidential candidate, investor, and environmental activist Hosts: Teddy Schleifer (@teddyschleifer), finance editor, Recode More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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

16 Dec 201944min

Recode Decode: Ben Mezrich

Recode Decode: Ben Mezrich

Writer Ben Mezrich talks with Recode’s Kara Swisher about his latest book Bitcoin Billionaires and his previous books, including The Accidental Billionaires, which was adapted into the movie The Social Network. Mezrich, who specializes in "true stories about young people doing crazy things," discusses the controversies around how he depicted Mark Zuckerberg in The Accidental Billionaires, how Zuck has changed over time, and how the story went from a “nobody will care” book proposal to a classic movie. He also talks about the respectability the Winklevoss twins brought to cryptocurrency and why Facebook is the exact wrong company to launch a cryptocurrency, even though they’re looking in the right direction. Plus: Will there be a sequel to The Social Network? Featuring: Ben Mezrich (@benmezrich), author, Bitcoin Billionaires Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Dec 201959min

Recode Decode: Margaret O'Mara

Recode Decode: Margaret O'Mara

Historian Margaret O'Mara talks with Recode's Kara Swisher about her latest book, The Code: Silicon Valley and the Remaking of America. She explains how the government catalyzed the digital revolution starting in the 1960s, the reasons tech power coalesced in suburban California, and why tech history must be considered a part of political history — even though the industry has tried in recent decades to distance itself from government. O'Mara also talks about the origins of sexism in the tech industry and how women were not given the same opportunities to break in as men, and the threats to Silicon Valley's current culture, including government regulation, overly strict immigration laws, and the rise of China. Read a full transcript of this interview here. Featuring: Margaret O'Mara (@MargaretOMara), author, The Code: Silicon Valley and the Remaking of America Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Dec 20191h

Recode Decode: Neal Katyal

Recode Decode: Neal Katyal

Neal Katyal, a partner at the law firm Hogan Lovells, talks with Recode's Kara Swisher about his new book Impeach: The Case against Donald Trump. Katyal explains why he believes the “evidence will be too strong” against President Trump, ending his first term prematurely, and argues that if he were Trump's lawyer his advice would be to resign. He also talks about the inability of the DC establishment to comprehend Trump’s propensity for lying, and why social media will become less important during a presidential impeachment trial. Plus: How arguing cases in front of the Supreme Court became an ordinary part of Katyal's job, and how he advises tech companies in an era of looming tech regulation. Read a full transcript of this interview here. Featuring: Neal Katyal (@neal_katyal), author, Impeach: The Case against Donald Trump Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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

9 Dec 20191h

Recode Decode: Nadav Goshen

Recode Decode: Nadav Goshen

MakerBot CEO Nadav Goshen talks with Recode's Kara Swisher about the company's Method X industrial printer, which Goshen says will foster innovation by making it easier to manufacture real products. He also talks about the setbacks to the initial hype that 3-D printers would be as accessible and commonplace as toothbrushes; how teachers use MakerBot's smaller 3-D printer Replicator in the classroom; and the importance of professionals adopting an emerging technology before it goes mainstream. Plus: What is the environmental impact of making manufacturing effortless at home, and how will global manufacturing change in the coming decades? Featuring: Nadav Goshen, CEO, MakerBot Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Dec 201949min

Recode Decode: Andrea Matwyshyn

Recode Decode: Andrea Matwyshyn

Andrea Matwyshyn, the associate dean of innovation at Penn State Law, talks with Kara Swisher's executive producer, Erica Anderson, about the integration of technology with biology, a trend Matwyshyn terms the "internet of bodies." She explains what that means in real world terms, why someone might want to implant a computer chip in their bodies, and the potential risks and security concerns, including hackers who could manipulate thoughts. Matwyshyn also talks about the ethical and policy implications of this type of tech, and what she, a leading expert on the subject, is most worried about. Featuring: Andrea Matwyshyn (@amatwyshyn), associate dean of innovation at Penn State Law Hosts: Erica Anderson (@EricaAmerica), executive producer, Recode Decode More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Dec 201955min

Recode Decode: Deborah Rutter

Recode Decode: Deborah Rutter

Deborah Rutter, the president of Washington, DC's John F. Kennedy Center for the Performing Arts, talks with Recode's Kara Swisher about the Center's new free immersive learning spaces, REACH, which offer visitors the chance to participate in and look behind the scenes of many kinds of performances. Rutter also discusses how technology has impacted the public's relationship with art and education, why issues like cell phone addiction aren't a big threat to the Kennedy Center's shows, and how tech itself could become part of the artistic experience. Plus: Can art bridge the red-blue dividie, and what will the Kennedy Center look like in 50 years? Featuring: Deborah Rutter (@KenCenPrez), president, John F. Kennedy Center for the Performing Arts (@kencen) Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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

2 Dec 201950min

Recode Decode: Rick Smith

Recode Decode: Rick Smith

Axon CEO Rick Smith talks with Recode's Kara Swisher about his company's best known product (the Taser), how it's thinking about the ethical implications of new products aimed at police, and the controversies around facial recognition in body cameras. Plus: Is the weapon of the future a pistol that doesn't kill you? Featuring: Rick Smith (@AxonRick), CEO of Axon (@Axon_us) and author of The End of Killing: How Our Newest Technologies Can Solve Humanity's Oldest Problem Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. Listen to Kara's interview with NYU Policing Project director Barry Friedman, who served on Axon's ethics board. 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

27 Nov 201953min

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