IBM CEO Arvind Krishna says there is no AI bubble after all
IBM was instrumental to the entire 20th century of computing — but it's a lot harder for most of us to see what it's been up to during this century. That's because it's fully an enterprise company, and CEO Arvind Krishna says that business is booming.
But there’s a huge change coming to that business as well, as Watson-style deep learning has given way to LLMs and generative AI. Sure, Arvind says IBM got there a little too early. But he doesn’t seem concerned that IBM would be stuck on the sidelines.
Read the full interview transcript on The Verge.
Links:
Computer wins on ‘Jeopardy!’: Trivial, it’s not | New York Times (2011)
What Ever Happened to IBM’s Watson? | New York Times (2021)
America Forgot About IBM Watson. Is ChatGPT Next? | The Atlantic
IBM acquires Red Hat | The Verge
IBM and Groq Partner to Accelerate Enterprise AI Deployment | IBM
IBM’s Jerry Chow on the future of quantum computing | Decoder
IBM: quantum computing partnership with AMD is bearing fruit | The Verge
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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. 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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What the climate story gets wrong
Hey everyone, it's Nilay. It’s been great being back in the Decoder chair this fall, and we’ve got a bunch of great episodes coming up to round out the year. But the production team is off this week for the holiday, so today, we’re going to share this episode of The Gray Area with you.
This time, host Sean Illing is talking to data scientist Hannah Ritchie — about climate science and how although the crisis is definitely real, it’s not all bad news. There are actually a lot of great indicators out there in the data that show real progress in limiting emissions and boosting clean energy. It’s a nuanced, hopeful take at a time when, admittedly, it kind of feels like all the news about everything is pretty doom and gloom.
Links:
We can have growth while fighting climate change | Vox
The Grey Area | Apple Podcasts
Clearing the Air | Hannah Ritchie
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.
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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The DoorDash Problem: How AI browsers are a huge threat to Amazon
Okay, let’s talk about AI and what I’ve been calling the “DoorDash problem.” This is about to define the next battle in AI, and it might completely transform not only how you order a sandwich, but also how the entire internet economy works in general.
If you’ve been listening to the show this past year, you’ve heard me bring up the Doordash problem nearly a dozen times. I’ve been asking CEOs and leaders in tech and AI about it any chance I can get. Now, a lawsuit between Amazon and Perplexity is bringing this exact issue to the forefront, kicking off a major AI browser fight that could define the future of agents and the web itself.
Links:
Amazon and Perplexity have kicked off the great AI web browser fight | The Verge
Amazon sues to stop Perplexity from using AI tool to buy stuff | Bloomberg
Amazon's Cease and Desist letter to Perplexity | Amazon
Bullying Is not innovation | Perplexity
Amazon gets hit by a Comet | Platformer
Humans Only! Why Amazon doesn’t want AI shoppers | NY Mag
Amazon vs Perplexity: the AI agent war has arrived | The Guardian
Amazon ad revenue soars 24 percent to $17.7 billion | THR
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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Ring's Jamie Siminoff thinks AI can reduce crime
Jamie Simonoff, founder of Ring, won't let me call him the CEO. He says his title is and always has been 'chief inventor.' His mission with Ring is to make the world safer, and he has a pretty expansive view of what that means. He told The Verge last month he thought Ring could 'almost zero out crime' in some neighborhoods within a year or two.
That's a big promise — and also potentially a very troubling one, as we face the erosion of privacy and a surveillance panopticon that only ever seems to expand.
Read the full interview transcript on The Verge.
Links:
Ring CEO: Cameras can almost ‘zero out crime’ within 12 months | The Verge
Ring plans to scan everyone’s face at the door | The Washington Post
Ring’s Search Party is on by default; should you opt out? | The Verge
Ring now works with video surveillance company Flock | The Verge
US spy agencies getting a one-stop shop to buy personal data | The Intercept
Do Video Doorbells Really Prevent Crime? | Scientific American
Ding Dong: How Ring went from Shark Tank Reject to Everyone’s Front Door | Amazon
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.
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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1:10:17
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
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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