Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers ...
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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33:24
How Ciena keeps the internet online, with CEO Gary Smith
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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1:17:25
How Meta's MAGA heel turn is a play for global power
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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54:08
Why CEO Matt Garman is willing to bet AWS on AI
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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1:09:30
Studying online bad behavior was hard. It's going to get harder in Trump 2.0
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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1:01:13
Weitere Wirtschaft PodcastsWeitere Wirtschaft Podcasts
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
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