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: Yelp CEO Jeremy Stoppelman: Silicon Valley has 'lost its purpose'

Recode Decode: Yelp CEO Jeremy Stoppelman: Silicon Valley has 'lost its purpose'

Yelp CEO Jeremy Stoppelman talks with Recode's Kara Swisher about the phenomenon of techlash and why people are just now "waking up" to Silicon Valley's dark side. Stoppelman's company has feuded for years with its much larger rival Google, which Yelp says has unfairly weighted local search results to its own product. He says the Google of 2004 would laugh at how the company does business today, and praises the new regulations being brought against tech giants by the EU. However, Stoppelman suggests he's not optimistic about U.S. lawmakers taking similar action, even though scrutiny of the big companies seems to have united Democrats and Republicans for once. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Apr 201854min

Recode Decode: Hillary Clinton advisor and "Dear Madam President" author Jennifer Palmieri

Recode Decode: Hillary Clinton advisor and "Dear Madam President" author Jennifer Palmieri

Jennifer Palmieri, the communications director for Hillary Clinton's 2016 Presidential campaign, talks with Recode's Kara Swisher about her new book, "Dear Madam President: An Open Letter to the Women Who Will Run the World." Palmieri reflects on the obstacles — fair and unfair — that Clinton faced while running against now-President Trump and says part of the problem was that she held herself back, discounting the value of telling her own story to the American people. She also shares some advice for the woman who will one day be President of the United States and talks about how much has changed in the media and technology strategies of political campaigns in just two years. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Apr 20181h 10min

Recode Decode: Apple CEO Tim Cook

Recode Decode: Apple CEO Tim Cook

Recode's Kara Swisher and MSNBC's Chris Hayes talk with Apple CEO Tim Cook on the second episode of "Revolution." The interview was held in front of a live audience the day after Apple's education-focused event in Chicago, but Cook also talks about privacy, Facebook, Amazon, DACA and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Apr 20181h 16min

Recode Decode: Google CEO Sundar Pichai and YouTube CEO Susan Wojcicki (Live)

Recode Decode: Google CEO Sundar Pichai and YouTube CEO Susan Wojcicki (Live)

Recode's Kara Swisher and MSNBC's Ari Melber interview Google CEO Sundar Pichai and YouTube CEO Susan Wojcicki in this episode of 'Revolution,' which first aired on MSNBC in January. Make sure to tune in this Friday for a new episode of 'Revolution,' in which Swisher and Chris Hayes interview Apple CEO Tim Cook about education, privacy, DACA and more; that episode airs on MSNBC on Friday, April 6 at 5:00 p.m. PT, 8:00 p.m. ET. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Apr 201850min

Recode Decode: Former White House advisor Valerie Jarrett

Recode Decode: Former White House advisor Valerie Jarrett

Valerie Jarrett, a former senior advisor to President Obama, talks with Recode's Kara Swisher at South by Southwest 2018. Jarrett is now on the boards of two tech companies, but when she first got to the White House, she didn't know what Twitter was — an important reminder of how quickly tech is changing everything. Jarrett says Obama made the best decisions he could while in office based on what he knew about Russia's election meddling, and explains what the Democrats need to do to regain their footing in 2018 and 2020. She also discusses her recently announced book deal, which is based on a question her daughter had asked her: What advice would she give to a 30-year-old version of herself today? Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Apr 20181h 9min

Recode Decode: Maria Shriver and Christina Schwarzenegger discuss 'Take Your Pills'

Recode Decode: Maria Shriver and Christina Schwarzenegger discuss 'Take Your Pills'

Maria Shriver, the former first lady of California, and her daughter Christina Schwarzenegger talk with Recode's Kara Swisher about "Take Your Pills," a new Netflix documentary they executive produced. Schwarzenegger says her experience at Georgetown University made her realize that no one had yet made a documentary about the prevalence of adderall among college students, as well as Wall Street traders and Silicon Valley engineers. The trio is also joined by NBC Television Medical Editor Corey Hébert, who talks about his contributions to the documentary and whether 23andMe can be a reliable indicator of ADHD. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Mars 201849min

Recode Decode: Flying cars are the future of military transportation

Recode Decode: Flying cars are the future of military transportation

Christopher Kirchhoff, a former partner at DIUx, the Pentagon’s Silicon Valley office, talks with Recode’s Kara Swisher about how the Defense Department is trying to be smarter about technology. Kirchhoff says the U.S. military can benefit greatly from innovations in drones, robotics, satellites and more, and DIUx was developed to let the Pentagon proactively find that technology and quickly buy it at scale quickly before it becomes obsolete. He talks in detail about how electric flying cars are being developed to replace military helicopters, and why it’s vitally important that people working in Silicon Valley help the government modernize all departments, including commerce and education. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Mars 201854min

Recode Decode: What men and women need to know about working together

Recode Decode: What men and women need to know about working together

Journalist and writer Joanne Lipman talks with Recode's Kara Swisher about her new book, "That's What She Said: What Men Need to Know (and Women Need to Tell Them) About Working Together." Lipman, previously the editor in chief of USA Today and deputy managing editor at the Wall Street Journal, spent three years researching discrimination, sexism and the failures of HR-led "diversity training" in the workplace. She argues that the push for greater equality must be owned by a company's top executives, rather than outsourced, and she shares several actions that people can take now to help their female colleagues succeed. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Mars 20181h 5min

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