The company at the heart of the AI bubble

Hogging seats on a crowded train, not saying excuse me, watching videos on your phone with no headphones in. Sometimes it feels like we don't know how to act anymore. What we have been seeing, increasingly, is people breaking rules. Why should I play by the rules if nobody else is going to do that for me? This week on Explain It to Me, how to mind your manners.

New episodes Sundays wherever you get your podcasts. Hello and welcome to Decoder. I'm Nilai Patel, editor-in-chief of the Verge, and Decoder is my show about big ideas and other problems. So a lot of people think AI is a bubble. A lot of people, including people like OpenAI CEO Sam Altman, who keeps running around telling everyone that he thinks AI is a bubble, all the while raising and spending enormous amounts of money that seem like bubble indicators to everyone else.

This is all pretty confusing, so we set Verge senior reporter Liz Lapato out to report. on the supposed AI bubble, whether it's real, how it might pop, and what all this might mean. And she's joining the show today to talk about one particular company that sits right in the middle of all of it. That company is called Core Weave, and Liz has spent considerable time digging into its history, its financials, and the truly fascinating story that all of it tells us about the modern AI boom. Liz actually has a big

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