AI investment is massive, but AI profits are not — and yet investors seem confident massive AI fundraising will one day translate into sizable AI profits. To break it down, Verge Deputy Editor Alex Heath guest hosts this episode of Decoder featuring Menlo Ventures partner Tim Tully and AirStreet Capital founder Nathan Benaich.
Links:
2024: The State of G ... Show More
May 28
Rivian's software chief thinks you don't need CarPlay or buttons
Today, I’m talking with Wassym Bensaid, the chief software officer at Rivian, and the co-ceo of Rivian’s platform joint venture with Volkswagen. That joint venture, called RV Tech, is about a year and a half old, so I wanted to ask Wassym how it all works and Rivian’s ongoing rel ... Show More
1h 9m
May 26
How Sundar Pichai is rethinking Google for the AI era
Connecting with Google CEO Sundar Pichai at I/O every year is one of my favorite Decoder traditions. This was our fifth year doing it, and there’s always a whole slew of new things to talk about. This year, in addition to the news, we talked about Google Zero; picking fights with ... Show More
51m 16s
Sep 2024
Human Data is Key to AI: Alex Wang from Scale AI
<p>What if the key to unlocking AI's full potential lies not just in algorithms or compute, but in data? </p><p>In this episode, a16z General Partner David George sits down with Alex Wang, founder and CEO of Scale AI, to discuss the crucial role of "frontier data" in advancing ar ... Show More
30m 56s
Oct 2025
How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius is supplying compute power to giants like Microsoft, building next-gen data centers, and navigating the gold rush for Nvidia chip ... Show More
30m 5s