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: 'Positive Populism' author Steve Hilton

Recode Decode: 'Positive Populism' author Steve Hilton

Former Crowdpac CEO Steve Hilton talks with Recode's Kara Swisher about his latest book, "Positive Populism," and his Fox News show, "The Next Revolution." In this episode: (01:57) Hilton's background and why he left Crowdpac; (09:45) Starting "The Next Revolution"; (15:04) Defining positive populism; (21:34) The history of populism; (25:50) Why Trump's populism is barely in the book; (28:38) Policies for workers; (35:46) Policies for families; (41:20) Policies for communities; (46:00) Tech regulation, monopolies and tech addiction; (54:29) What will happen to Trump populism in the future? Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Okt 20181h

Recode Decode: 'Will & Grace' co-star Sean Hayes

Recode Decode: 'Will & Grace' co-star Sean Hayes

Actor and producer Sean Hayes talks with Recode's Kara Swisher in this live interview recorded at the Boomtown Brewery in Los Angeles. In this episode: (02:38) Hayes' background in music and dinner theater; (10:22) Moving to Los Angeles and doing commercials; (13:04) Acting on "Will & Grace"; (17:24) Ending the show and becoming a producer; (25:15) How the internet has changed producing; (33:05) The return of "Will & Grace"; (40:47) What will happen to the characters on "Will & Grace?"; (42:43) How the show has become more political; (44:02) Using social media for work and fun; (49:00) Being married, "Halloween" and documentaries; (54:16) Investing in technology and the impact of internet companies; (56:56) Barriers faced by gay people and the midterms; (1:02:32) Changing revenue models; (1:05:00) How Hayes decides what to produce and being "just Jack"; (1:07:32) Where he'll be in 10 years Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Okt 20181h 10min

Recode Decode: 23andMe CEO Anne Wojcicki

Recode Decode: 23andMe CEO Anne Wojcicki

23andMe CEO Anne Wojcicki talks with Recode's Kara Swisher in this live interview recorded at the Rock Health Summit in San Francisco. In this episode: (01:30) Elizabeth Warren's heritage and disputed science; (08:10) 23andMe's business and the FDA under Trump; (12:09) The impact of Theranos' implosion; (14:24) The challenges of the consumer market and health analysis; (18:40) Privacy, consent and safety; (24:57) Techlash and being "lumped in"; (29:59) Anti-aging technology; (32:23) Partnering with GSK, solving cold cases and ethics; (37:40) Insurance companies and what Wojcicki wished she knew at the start; (39:20) Diversity and going public Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Okt 201845min

Recode Decode: Los Angeles Mayor Eric Garcetti

Recode Decode: Los Angeles Mayor Eric Garcetti

Eric Garcetti, the twice-elected mayor of Los Angeles, talks with Recode's Kara Swisher about politics in the city and California — and why he's thinking about running for President in 2020. In this episode: (01:35) Garcetti's background; (05:09) Why he ran for mayor; (07:10) The challenges faced by cities like Los Angeles; (09:21) Homelessness, housing and transportation; (13:47) Jobs, education and cities as the “laboratories of democracy”; (16:05) What Garcetti has done wrong; (19:02) California's privacy bill and its cultural identity; (24:19) Is California competing with China for the future of tech?; (26:23) The Boring Company, Uber Elevate and manufacturing jobs; (29:36) Techlash and "interpreters" between tech and government; (34:23) "Thinking hard" about running for president; (37:49) Why Garcetti would run; (40:12) "No sane person would run for president"; (42:50) How do you defeat Trump?; (45:40) The crisis in the Democratic Party and midterms predictions Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Okt 201849min

Recode Decode: AnchorFree CEO David Gorodyansky

Recode Decode: AnchorFree CEO David Gorodyansky

AnchorFree CEO David Gorodyansky talks with Recode's Kara Swisher about how the company's VPN app Hotspot Shield has led it to enter several other internet security concerns. In this episode: (01:52) What AnchorFree does and how it got started; (06:19) How the security industry has changed over time; (08:24) AnchorFree’s $300 million funding round and how it makes money; (16:09) What people shouldn’t be worried about online and what they should; (26:55) The problem with the internet of things; (31:08) The bigger picture of privacy and legislation (40:19) Where things are going next and what people should do Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Okt 201845min

Recode Decode: 2U CEO Chip Paucek

Recode Decode: 2U CEO Chip Paucek

2U CEO Chip Paucek talks with Recode's Kara Swisher about the future of online college education. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Okt 201846min

Pivot: Google's data breach, Facebook Portal and Taylor Swift

Pivot: Google's data breach, Facebook Portal and Taylor Swift

If you like Recode Decode, we think you'll also like our newest podcast, Pivot with Kara Swisher and Scott Galloway. Here's the latest episode. If you like it, please search for and subscribe to Pivot on your podcasting app of choice. Kara and Scott discuss why the Google Plus hack matters, the new Facebook Portal and its plastic lenscap, and Kara's affection for Taylor Swift (even before Swift's Instagram post exhorting her fans to register to vote). Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Okt 201833min

Recode Decode: Former Cisco CEO John Chambers

Recode Decode: Former Cisco CEO John Chambers

John Chambers, the former chairman and CEO of Cisco, talks with Recode's Kara Swisher about the future of startups and his book, "Connecting the Dots: Leadership Lessons in a Startup World." In this episode: (01:43) Chambers's 26 years at Cisco and 180 acquisitions; (05:28) Cisco's new leadership and his transition out; (07:57) "We think we’re the leader of innovation in America, we no longer are"; (17:58) The Republican party and uniting the country; (20:40) What the government can do to help startups; (26:18) Damage caused by tech; (28:48) China and India; (33:34) Why Chambers wrote the book; (39:25) Key leadership lessons: Vision, strategy and culture; (44:16) Creating jobs and common problems; (51:01) Entrepreneurship around the U.S. and internationally; (52:57) Immigration and diversity Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Okt 201859min

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