Episodes

  • DeepSeek, Stargate, and the new AI arms race

    DeepSeek, Stargate, and the new AI arms race
    Jan 30 2025
    Today, we’re talking about DeepSeek, and how the open source AI model built by a Chinese startup has completely upended the conventional wisdom around chatbots, what they can do, and how much they should cost to develop. We’re also talking about Stargate, OpenAI’s new $500 billion data center venture that’s supposed to supercharge domestic AI infrastructure. Both stand in stark contrast with one another — and represent a new, escalating front in the US-China relationship and the geopolitics of AI. Verge senior AI reporter Kylie Robison joins me to break it all down. Links: Why everyone is freaking out about DeepSeek | Verge DeepSeek FAQ | Stratechery DeepSeek: all the news about the startup that’s shaking up AI stocks | Verge OpenAI and Softbank are starting a $500 billion AI data center company | Verge The AI spending frenzy is just getting started | Command Line After DeepSeek, VCs face questions about AI investments | NYT Satya Nadella on Stargate: ‘All I know is I’m good for my $80 billion’ | Verge OpenAI says it has evidence DeepSeek used its model to train competitor | FT DeepSeek sparks global AI selloff, Nvidia loses about $593 billion of value | Reuters Four big reasons to worry about DeepSeek (and four reasons to calm down) | Platformer Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    33 mins
  • How Ciena keeps the internet online, with CEO Gary Smith

    How Ciena keeps the internet online, with CEO Gary Smith
    Jan 27 2025
    Today, I’m talking with Gary Smith, CEO of the networking company Ciena. You probably aren’t familiar with Ciena — the company isn’t really a household name. But every internet user has relied on the company’s products; Ciena makes the hardware and software that makes the fiber optic cables connecting the world light up with data. That’s everything from local fiber networks for broadband ISPs to the massive undersea cables that connect continents. There’s a high probability that this very podcast came to you over a Ciena network, in fact — the company is everywhere. That means almost every single Decoder idea is right here, sitting on the backbone of the internet. Links: What is WDM or DWDM? | Ciena Southern Cross achieves first 1 Tb/s Transmission across Pacific with Ciena | Ciena The invisible seafaring industry that keeps the internet afloat | Verge The internet really is a series of tubes | Vergecast Meta is building the ‘mother of all’ subsea cables | Verge Ciena CEO: Prepare for the AI wave | Fierce Network The secret life of the 500-plus cables that run the internet CNET Fiber-Optic Technology Draws Record Stock Value | NYT Transcript: https://www.theverge.com/e/24115288 Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 hr and 17 mins
  • How Meta's MAGA heel turn is a play for global power

    How Meta's MAGA heel turn is a play for global power
    Jan 23 2025
    It’s been a messy couple of weeks for big tech companies as the second Trump administration kicks off an unprecedented era of how we think about who controls the internet. Right now, there's a major collision, or maybe merger, happening between billionaire power and state power, and everyone who uses tech to communicate — so, basically everyone — is stuck in the middle. I sat down with law professor and online speech expert Kate Klonick to break it all down. Links: Welcome to the era of gangster tech regulation | Verge Trump signs order refusing to enforce TikTok ban for 75 days | Verge Inside Zuckerberg’s sprint to remake Meta for Trump era | New York Times The internet’s future is looking bleaker by the day | Wired Meta is highlighting a splintering global approach to online speech | Verge Mark Zuckerberg lies about content moderation to Joe Rogan’s face | Verge Meta’s ‘tipping point’ is about aligning with power | WashPo Meta is preparing for an autocratic future | Tech Policy Press Meta surrenders to the right on speech | Platformer We’re all trying to find the guy who did this | Atlantic Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    54 mins
  • Why CEO Matt Garman is willing to bet AWS on AI

    Why CEO Matt Garman is willing to bet AWS on AI
    Jan 13 2025
    Today, I’m talking with Matt Garman, the CEO of Amazon Web Services. Matt took over as CEO last June — you might recall that we had his predecessor Adam Selipsky on the show just over a year ago. That makes this episode terrific Decoder bait, since I love hearing how new CEOs will decide what to change and what to keep going after they’ve settled into their role. Links: There’s no AI without the cloud, says AWS CEO Adam Selipsky | Decoder Amazon's AWS to invest $11 bln in Georgia to boost AI infrastructure | Reuters Netflix’s Ted Sarandos responds to Jake Paul-Mike Tyson glitches | THR The furious contest to unseat Nvidia as king of AI chips | NYT Amazon’s moonshot plan to rival Nvidia in AI chips | Bloomberg Amazon invests another $4 billion in Anthropic | The Verge Why Netflix never goes down | The Verge Sam Altman lowers the bar for AGI | The Verge Transcript: https://www.theverge.com/e/24102212 Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 hr and 10 mins
  • Studying online bad behavior was hard. It's going to get harder in Trump 2.0

    Studying online bad behavior was hard. It's going to get harder in Trump 2.0
    Jan 6 2025
    Hello, Nilay here. We’re still on winter break; we’ll be back with brand-new Decoder interviews next week, and with our Thursday shows later this month. I’m excited for what we’ve got in the pipeline. I think you’re going to love it. For today, though, we’re sharing an episode of Peter Kafka’s new show Channels – he’s talking to disinformation researcher Renee DiResta about what’s going on with speech online in an era where platforms seem less inclined to moderate than ever. Peter’s an old friend and Renee is an expert on all this — there’s a lot of core Decoder themes in this one. Enjoy, and we’ll be back in a bit. Links: Channels with Peter Kafka | Apple Podcasts The Stanford Internet Observatory is being dismantled | Platformer A major disinformation research center’s future looks uncertain | The Verge Supreme Court to hear case on how government talks to social platforms | The Verge GOP targets researchers who study disinformation ahead of 2024 Election | NYT She warned of ‘peer-to-peer misinformation.’ Congress listened | NYT Disinformation watchdogs are under pressure. This group refuses to stop | NYT Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 hr and 1 min
  • Answering your biggest Decoder questions

    Answering your biggest Decoder questions
    Dec 20 2024
    The Decoder team turns the tables on Nilay and makes him answer your burning listener questions in our end-of-year wrap up special. We also reflect on the year’s biggest Decoder themes, discuss some of the most popular feedback we’ve received, and tease what we have planned for next year. Links: Here we go: The Verge now has a subscription | The Verge How The Verge Works | The Vergecast Intuit asked us to delete part of this Decoder episode | Decoder What’s really behind Big Tech’s return-to-office mandates? | Decoder Rabbit CEO Jesse Lyu isn’t thinking too far ahead | Decoder Transparent Vice | The Verge UiPath CEO Daniel Dines thinks automation can fight the great resignation | Decoder Palmer Luckey, American Vulcan | Tablet A revolution in how robots learn | The New Yorker Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    53 mins
  • Tech antitrust is about to get really weird

    Tech antitrust is about to get really weird
    Dec 18 2024
    Today we’re talking about antitrust policy and tech, which is at a particularly weird moment as we enter the second Trump administration. A lot of tech policy is at a weird moment, actually, but antitrust might be the weirdest of them all — the pendulum has swung back and forth on antitrust policy pretty wildly over the past few years, and it’s about to swing again under Trump. So I asked Leah Nylen, an antitrust reporter for Bloomberg News and a leading expert on this subject, to come on the show and help break it all down. Links: Trump’s antitrust trio heralds Big Tech crackdown to continue | Bloomberg Trump picks FTC Commissioner Andrew Ferguson to lead the agency | Politico Trump picks Gail Slater to head Justice Department's antitrust division | Reuters Trump names Brendan Carr as his FCC leader | The Verge Trump’s FTC pick promises to go after ‘censorship’ from tech companies | The Verge Breaking down the DOJ’s plan to end Google’s search monopoly | The Verge US v. Google redux: all the news from the ad tech trial | The Verge Tech leaders kiss the ring | The Verge DOJ antitrust chief is ‘overjoyed’ after Google monopoly verdict | Decoder This is Big Tech’s playbook for swallowing the AI industry | Command Line Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    36 mins
  • Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

    Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech
    Dec 16 2024
    Alex Heath, Deputy Editor at The Verge, guest hosts this episode of Decoder featuring a live interview with Arm CEO Rene Haas about the future of AI and the semiconductor industry. The two discuss his thoughts on the struggles of Intel, the rumors Arm is developing its own AI chips to rival Nvidia’s, and his thoughts on the incoming Trump administration. Links: What Arm’s CEO makes of the Intel debacle | Command Line How Arm conquered the chip market without making a single chip | Decoder Arm could be the unexpected winner of the AI investment boom | FT Arm to reportedly launch AI chips by 2025 to capture explosive demand | CNBC Intel’s CEO is out after only three years | The Verge What happened to Intel? | The Verge Nvidia plans ARM-based PC platform to rival Intel, AMD | DigiTimes Qualcomm x Arm beef escalates | The Verge Transcript: https://www.theverge.com/e/24084728 Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    42 mins