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: "The Uninhabitable Earth" author David Wallace-Wells

Recode Decode: "The Uninhabitable Earth" author David Wallace-Wells

Journalist David Wallace-Wells talks with Recode's Kara Swisher about his new book, The Uninhabitable Earth: Life After Warming. In this episode: How Wallace-Wells got to writing about climate change; common misconceptions about it; “we’ve made no progress at all” on clean energy use; his first story about global warming; the ripple effects and “all-encompassing threat” of warming around the world; today’s storms are literally unprecedented; why Silicon Valley has invested little into solutions; apocalypse bunkers and escaping to space; theoretical solutions on Earth that we could undertake right now; Bill Gates and Elon Musk; “we need a million solutions,” not one; the immediate political implications; how the US and China are contributing to the problem; “we’re not in this situation because of the Republican Party”; the problem with the Paris accords; and why technology won’t magically save us. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Apr 201954min

Recode Decode: Meredith Whittaker and Kate Crawford

Recode Decode: Meredith Whittaker and Kate Crawford

AI Now Institute founders Meredith Whittaker and Kate Crawford talk with Recode's Kara Swisher about artificial intelligence in this live interview recorded at the Studio Theatre in Washington, DC. In this episode: What is the AI Now Institute?; how "dirty data" can lead to faulty AI conclusions; how machine learning works; the “whack-a-mole” problem of biased search results; the politics of AI; diversity in computer science; what systems should not be run by humans?; Amazon's résumé-scanning AI failure; how the industry is trying to regulate itself and “ethics theater”; which federal agency should monitor AI in the US?; China’s creepy “social credit score”; the ways facial recognition and other invasions of privacy are creeping into the US, too; the Google walkout and protecting whistleblowers inside tech companies; and why Elon Musk is wrong about AI’s dangers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Apr 20191h 2min

Recode Decode: Valerie Jarrett

Recode Decode: Valerie Jarrett

Valerie Jarrett, who was a senior adviser to President Barack Obama from 2009 to 2017, talks with Recode's Kara Swisher about her new book Finding My Voice: My Journey to the West Wing and the Path Forward. In this episode: What Jarrett did in the Obama White House; her early childhood in Iran; why she became a lawyer, but gave up practicing law to get into politics; why Jarrett never ran for office herself, and what she looks for in the candidates she helps; the aftermath of the 2016 election; why today's Republicans are "delighted" when people don't vote; could the Obama administration have done anything differently?; Roseanne Barr's tweets and the big question: Can we "disagree without being disagreeable?"; why Jarrett joined the board of Lyft; why everyone has to vote, and the big topics for Democrats in 2020; Alexandria Ocasio-Cortez; and what Jarrett has learned about finding her voice that she wants to pass on to others. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Apr 20191h 2min

Recode Decode: Ashton Applewhite

Recode Decode: Ashton Applewhite

Writer and activist Ashton Applewhite talks with Recode's Kara Swisher about her new book, "This Chair Rocks: A Manifesto Against Ageism." In this episode: What society gets wrong about aging; a realistic picture of mental and physical decline; why Applewhite wrote her "manifesto"; why we need to start with ourselves to fight ageism; how Silicon Valley fetishizes youth; How do you change attitudes in tech?; tech’s investments in delaying aging and extending healthspan; and the medical benefits of having a realistic attitude towards aging. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Apr 201943min

Recode Decode: Today, Explained host Sean Rameswaram

Recode Decode: Today, Explained host Sean Rameswaram

Today, Explained host Sean Rameswaram talks with Recode's Kara Swisher about the state of daily news podcasts and the future of the medium. In this episode: How Rameswaram got into public radio and then podcasting; why Serial took off and how it changed the podcast landscape; the daily news explainer podcasts The Daily, Up First, and Today Explained; how Today, Explained got started and how Rameswaram thinks about his job as host; how the show chooses what to cover; the future of podcasting; Gimlet's $300 million sale to Spotify; and is there a podcast bubble? Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Mars 201952min

Recode Decode: Backstage Capital founder Arlan Hamilton and Deeds Not Words founder Wendy Davis (live at SXSW)

Recode Decode: Backstage Capital founder Arlan Hamilton and Deeds Not Words founder Wendy Davis (live at SXSW)

Backstage Capital founder Arlan Hamilton and Deeds Not Words founder Wendy Davis talk with Recode's Kara Swisher in this live interview from South by Southwest 2019. In this episode: Youthful political energy in the US and Texas; the history of women and people of color not being seen in politics and tech; Hamilton's Twitter tiff with Paul Graham; how Davis' group Deeds Not Words gets women in the room; her 13-hour filibuster and the way it echoed into 2018; are things getting better and what's next?; the national political mood and Davis's next act; making apologies and accommodations for the people who discriminate; how people pressured Hamilton to prove herself immediately; who has the responsibility to increase diversity?; why do people keep talking to Kara Swisher?; Fox News and brainwashing; and the next generation of Americans. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Mars 20191h 7min

Recode Decode: dtx CEO Tim Armstrong and Poshmark CEO Manish Chandra (live at An Evening With Code Commerce)

Recode Decode: dtx CEO Tim Armstrong and Poshmark CEO Manish Chandra (live at An Evening With Code Commerce)

In this episode, you'll hear two interviews from the latest edition of An Evening With Code Commerce in Las Vegas: First, the dtx company CEO Tim Armstrong talks with Recode's Kara Swisher and Jason Del Rey about his investment company's plans to bring online retailers into the physical world with Coachella-like festival events; then, Poshmark CEO Manish Chandra talks with Del Rey about how the clothing reseller became the second-most-popular iPhone shopping app in the United States. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Mars 20191h 28min

Recode Decode: Richard Walker

Recode Decode: Richard Walker

Historian and urbanist Richard Walker, a professor emeritus at UC Berkeley, talks with Recode’s Kara Swisher about his latest book, Pictures of a Gone City: Tech and the Dark Side of Prosperity in the San Francisco Bay Area. In this episode: How California has historically been affected by economic growth; the Bay Area’s first tech boom, the 1849 gold rush; why has California had so many booms?; the social impacts of this change; waking up to the downside of tech prosperity; “money is literally burning holes in their pockets”; the "bottleneck effect” that created the housing crisis and shoved out the working class; why “just build more” isn’t a realistic solution; what does “gone city” mean?; taxes, job growth and the coming recession; how the ubiquity of tech will spur innovation — but not necessarily in San Francisco; and why taxing the rich and big corporations creates equality. Today's show is brought to you by Microsoft Azure. Check out: Azure.com/trial to sign up for a trial today! Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Mars 201955min

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