Recode Decode, Hosted By Kara Swisher

Today we’re bringing you the last of our live-on-stage interviews from the 2023 Code Conference. Verge deputy editor Alex Heath sat down to chat with Roblox CEO David Baszucki.  Roblox definitely started out as a kid thing, but the company has big plans to change all that, and Alex got to find out a bit about how that’s going. Roblox is determined to be a platform, even more than a product — something users can develop games and experiences on. And of course, David and Alex spoke about AI. David sees a lot of opportunity for generative AI to help content creators on the Roblox platform in the not-so-distant future.  Links:  https://www.youtube.com/watch?v=mfYz8weQm4M https://techcrunch.com/2023/09/21/roblox-cuts-30-on-talent-acquisition-team-as-hiring-slows/ https://www.theverge.com/2023/9/8/23864858/roblox-ceo-prediction-adults-dating-experiences-rdc-2023 https://www.theverge.com/2023/9/27/23889307/meta-ray-ban-smart-glasses-wearables-connect https://www.theverge.com/23775268/roblox-ceo-david-baszucki

We’ve got another interview from the Code Conference today. My friend and co-host, CNBC’s Julia Boorstin, and I had a chance to talk with Rivian CEO RJ Scaringe. Rivian is a newer company — RJ started it in 2009, and it took more than 10 years to start shipping cars to consumers. But its first vehicle, the R1T pickup, made a big splash when it arrived in 2021, and the company has more back orders for both the R1T and its second vehicle, the R1S SUV, than it can handle. For now. We asked RJ about that production ramp and whether Rivian can meet demand, and whether it’s just early adopters buying EVs or if they’ve finally gone mainstream. The conversation also touched on Rivian’s deal with Amazon and the auto industry’s push toward subscription features. And, of course, I had to ask Scaringe about the Cybertruck. How could I resist?! Links:  BMW starts selling heated seat subscriptions for $18 a month BMW drops plan to charge a monthly fee for heated seats U.A.W. expands strikes at automakers: Here’s what

Last week, when I was co-hosting the Code Conference, I got to talk with Getty Images CEO Craig Peters. The generative AI boom is a direct threat to Getty in many ways. For example, the company is suing Stability AI for training the Stable Diffusion model on Getty content — sometimes clearly including AI-generated copies of the Getty watermark — without permission. Getty's answer? Its own proprietary, in-house AI tool, trained — with permission — on its own content, using a model where the original creators can get paid. Getty's put some pretty strict guardrails around it for now, but, as even Craig told us, there's still a lot of work to do. Links:  https://www.theverge.com/2022/9/21/23364696/getty-images-ai-ban-generated-artwork-illustration-copyright https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion https://www.theverge.com/2023/9/25/23884679/getty-ai-generative-image-platform-launch https://www.theverge.com/23900198/microsoft-kevin-scott-ai-art-bing-google-n

I co-hosted the Code Conference last week, and today’s episode is one of my favorite conversations from the show: Microsoft CTO and EVP of AI Kevin Scott. If you caught Kevin on Decoder a few months ago, you know that he and I love talking about technology together. I really appreciate that he thinks about the relationship between technology and culture as much as we do at The Verge, and it was great to add the energy from the live Code audience to that dynamic. Kevin and I talked about how things are going with Bing and Microsoft’s AI efforts, as well the company’s relationship with Nvidia and whether it's planning to develop its own AI chips. I also asked Kevin some pretty philosophical questions about AI: Why would you write a song or a book when AI is out there making custom content for other people? Well, it’s because Kevin thinks the AI is still “terrible” at it for now, as Kevin found out firsthand. But he also thinks that creating is just what people do, and AI will help more people become more creat

We spent a lot of time here on Decoder talking about electric vehicles and the future of cars and we’re usually talking about passenger vehicles or maybe cargo vans. But there’s another huge industry that can also reap the benefits of electrified transportation: agriculture.  I co-hosted the Code Conference this week where I had the opportunity to hangout onstage with Monarch Tractor CEO Praveen Penmetsa. Honestly, this was one of my favorite conversations of the entire event.  We are utterly reliant on farming as a species, and farming is utterly reliant on tractors. If we don’t have tractors, we don’t have food. But electrifying farms is hard, and Praveen explained how he and Monarch are trying to tackle that challenge. The ambition is to compete in an open way with closed platforms like John Deere, and Praveen said his goal for the Monarch platform is to be the Android of agriculture.  Links:  Electric robot tractors powered by Nvidia AI chips are here John Deere turned tractors into computers — what’s

Today, we’re bringing you something a little different. The Code Conference was this week, and we had a great time talking live onstage with all of our guests. We’ll be sharing a lot of these conversations here in the coming days, and the first one we’re sharing is my chat with Dr. Lisa Su, the CEO of AMD.  Lisa and I spoke for half an hour, and we covered an incredible number of topics, especially about AI and the chip supply chain. The balance of supply and demand is overall in a pretty good place right now, Lisa told us, with the notable exception of these high-end GPUs powering all of the large AI models that everyone’s running. The hottest GPU in the game is Nvidia’s H100 chip. But AMD is working to compete with a new chip Lisa told us about called the MI300 that should be as fast as the H100. You’ll also hear Lisa talk about what companies are doing to increase manufacturing capacity.  Finally, Lisa answered questions from the amazing Code audience and talked a lot about how much AMD is using AI insid

Today, we have a special episode for you. The Code Conference wrapped up this week, and the finale included a rare interview from my Code co-host and CNBC correspondent Julia Boorstin with X CEO Linda Yaccarino. To say the sit-down with Elon Musk’s No. 2 was confrontational would be an understatement.  Yaccarino appeared both unprepared to answer tough questions and very combative, especially when asked about comments from former trust and safety head Yoel Roth, who’s become an outspoken critic of the direction of the company since Elon took over. Roth spoke onstage at Code with Kara Swisher just an hour before, where he warned Yaccarino of the risks of the job and spoke about the extreme harassment he’s faced since leaving the company.  Yaccarino also gave us some updated stats on X user metrics and claimed the company would turn a profit in 2024. And of course, there were some very terse exchanges concerning whether Elon really plans to start charging a subscription fee to use the platform, if he seriousl

What motivates Mark Zuckerberg these days? It's a question Decoder guest host Alex Heath posed at the end of his interview last week, after he and Zuckerberg had spent an hour talking about Threads, Zuckerberg's vision for how generative AI will reshape Meta's apps, the Quest 3, and other news from the company's Connect conference, which kicked off today.  After spending the past five years as a wartime CEO, Zuckerberg is getting back to basics, and he clearly feels good about it. "I think we've done a lot of good things," he said. "But for the next wave of my life and for the company — but also outside of the company with what I'm doing at CZI [Chan Zuckerberg Initiative] and some of my personal projects — I define my life at this point more in terms of getting to work on awesome things with great people who I like working with." For Zuckerberg, "awesome things" means figuring out how to combine his company's AR, VR, and AI ambitions into new products.    This rare interview with the Meta CEO also includes

TechCrunch is one of the most important trade publications in the world of tech and startups, and its annual Disrupt conference is where dozens of major companies have launched… and some have failed. Matt has been the editor-in-chief of TechCrunch for essentially a decade now, and he and I have been both friends and competitors the entire time. We’ve competed for scoops, traded criticisms, and asked each other for advice in running our publications and managing our teams. So when Matt announced last month that he’s stepping down from his role at TechCrunch it felt important to have him come on for what you might call an exit interview — a look back at the past decade running a media outlet at the center of the tech ecosystem, with all of the chaos that’s entailed. Links:  Why We Sold TechCrunch To AOL, And Where We Go From Here | TechCrunch (2010) TechCrunch founder leaves AOL in a cloud of acrimony | CNN Money (2011) SB Nation Sacks AOL in Raid of Former Engadget Team for Competing New Tech Site, As AOL Zer

The Six: The Untold Story of America's First Women Astronauts, from longtime space reporter and Verge alum Loren Grush, is out today. It’s been 40 years since Sally Ride became the first American woman in space — but she was far from the last. In the early 1980s six women — Sally Ride, Judy Resnick, Kathy Sullivan, Anna Fisher, Rhea Seddon, and Shannon Lucid — would get a chance to fly a mission on one of the space shuttles… including, unfortunately, the ill-fated 1986 Challenger launch. The story of the six may be history, but it’s far from ancient, and there’s a lot going on here that ties directly to today. And of course, what’s an astronaut story without some high-flying hijinks in it? Listen to the end for Loren’s favorite. Links: Nichelle Nichols - NASA Recruitment Film (1977) Top Black Woman Is Ousted By NASA | The New York Times (1973) The Space Truck | The Washington Post (1981) NASA Artemis Five former SpaceX employees speak out about harassment at the company | The Verge Why did Blue Origin leave

Okta is a big company, a Wall Street SaaS darling. For most of us, it's the thing we have to log into 50 times a week just to get any work done. But from Okta's point of view, Jameeka Green Aaron told us, it's an identity company. I spoke with Jameeka about what "identity" really means — in the digital space, in your real life, and at work — in 2023, and how an identity-based approach might be more or less secure than other approaches. I’m also gearing up to host Code in September (apply to attend here), and I’m thinking a lot about AI — very much a challenge for the future of security, even in a biometric-based era. Links: Apple IDs now support passkeys — if you’re on the iOS 17 or macOS Sonoma betas How to use a passkey to sign in to your Google account Windows 11 tests letting you sign in to websites with a fingerprint or face Apple, Google, and Microsoft will soon implement passwordless sign-in on all major platforms Microsoft called out for ‘blatantly negligent’ cybersecurity practices Okta Faces Long

Perkins Miller is the CEO of Fandom, which both hosts thousands of wikis for everything from Disney to Grand Theft Auto and also runs several publications. Millions of people contribute millions of pieces of content to the platform, and Fandom surrounds all that content with ads and uses all that data to generate insights about how fans think about their favorite games, TV shows, and movies. While you might enjoy the content, a lot of people have complaints — especially about the sheer number of ads. We talked about what it means to host user-generated content in 2023; content moderation; and the general state of media, especially games media, which is pretty rocky right now. I’m also gearing up to host the Code Conference in September (apply to attend here), and I’ve been thinking a lot about AI, search, and the web — all very much big challenges on the horizon for Fandom. Links: Layoffs Hit GameSpot, Giant Bomb Just Months After Fandom Buys Them - Kotaku How Fandom's first-party data, FanDNA, is expandin

We have a little surprise in the feed today: An episode of "Land of the Giants," which is all about Tesla this season. Former Verge transportation reporter Tamara Warren and former Jalopnik EIC Patrick George, who are both deeply sourced in the world of cars, host, and every episode has reporting and insight about Tesla that really hasn’t been shared before. It was ahead of the EV competition in basically every way for a long time. But the question Tamara and Patrick want to answer is: Is Tesla still winning by default? And where is the competition pulling ahead now that every carmaker is doing EVs? I joined them in this episode to discuss how modern cars, especially EVs, are being totally rethought as rolling computers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AWS is quite a story. It started as an experiment almost 20 years ago with Amazon trying to sell its excess server capacity. And people really doubted it. Why was the online bookstore trying to sell cloud services? But now, AWS is the largest cloud services provider in the world, and it’s the most profitable segment of Amazon, generating more than $22 billion in sales last quarter alone. By some estimates, AWS powers roughly one-third of the entire global internet. And on the rare occasion an AWS cluster goes down, an unfathomable number of platforms, websites, and services feel it, and so do hundreds of millions of users. Adam Selipsky was there almost from the start: he joined in 2005 and became CEO of AWS in 2019 when former AWS CEO Andy Jassy took over for Jeff Bezos as CEO of Amazon. Even with big competitors such as Microsoft and Google gaining ground, he estimates that only 10 percent of his potential customers overall have made the jump to the cloud.  That leaves lots of room to grow, and I wanted t

ActivityPub is back in the news, thanks to Meta’s Threads launch and Elon’s continued immolation of Twitter — now X. That makes this the perfect time to dig into the Decoder archives to hear what Mastodon CEO Eugen Rochko thinks about the future of social media. Mastodon got a head start as the most well-known of the rising decentralized social networks, but that’s changing fast. Bluesky, on a competing protocol, is picking up steam and Threads promises to decentralize in the future, using the same ActivityPub protocol as Mastodon. That’s a big deal, with big potential. Verge Editor-at-Large David Pierce has been covering all this very closely. Before we jump into the interview with Rochko, I spoke with David to help update everyone on what ActivityPub even is, and what it could mean for the future of social media. Links: More than two million users have flocked to Mastodon since Elon Musk took over Twitter - The Verge  A beginner’s guide to Mastodon, the hot new open-source Twitter clone - The Verge Elon M

Today I’m talking to Anthony Casalena, the founder and CEO of Squarespace, the ubiquitous web hosting and design company. If you’re a podcast listener, you’ve heard a Squarespace ad.  I was excited to talk to Anthony because it really feels like we’re going through a reset moment on the internet, and I wanted to hear how he’s thinking about the web and what websites are even for in 2023. If you’re a Vergecast listener, you know I’ve been saying it feels a lot like 2011 out there. The big platforms like Facebook and TikTok are very focused on entertainment content. Twitter is going through… let’s call them changes. People are trying out new platforms like Instagram Threads and rethinking their relationships with old standbys like Reddit. And the introduction of AI means that search engines like Google, which was really the last great source of traffic for web pages, just doesn’t seem that reliable anymore as it begins to answer more questions directly. It’s uncertain, and exciting: a lot of things we took for

Today, I’m talking to Demis Hassabis, the CEO of Google DeepMind, the newly created division of Google responsible for AI efforts across the company. Google DeepMind is the result of an internal merger: Google acquired Demis’ DeepMind startup in 2014 and ran it as a separate company inside its parent company, Alphabet, while Google itself had an AI team called Google Brain.  Google has been showing off AI demos for years now, but with the explosion of ChatGPT and a renewed threat from Microsoft in search, Google and Alphabet CEO Sundar Pichai made the decision to bring DeepMind into Google itself earlier this year to create… Google DeepMind. What’s interesting is that Google Brain and DeepMind were not necessarily compatible or even focused on the same things: DeepMind was famous for applying AI to things like games and protein-folding simulations. The AI that beat world champions at Go, the ancient board game? That was DeepMind’s AlphaGo. Meanwhile, Google Brain was more focused on what’s come to be the fa

Roblox has 66 million daily users, and people spent 14 billion collective hours on Roblox in just Q1 of 2023. But its CEO David Baszucki still wants to see the company grow.  One idea? Aging up the kinds of experiences that are allowed on its platform. Roblox recently introduced 17+ experiences. It wants to add new AI world-building capabilities. It’s even partnering with advertisers to roll out more immersive ad experiences. It’s been years since the number of adults gaming outnumbered kids – it seems like that’s driving a lot of growth for everyone, including Roblox. But these virtual world games seem like they all want to expand to be much more than just for kids, and much more than just for games. If you think about it, Roblox is already like a metaverse. Schools are using it for classes, companies are starting to advertise there, and people are just hanging out as avatars.  It’s already big, but the hope is to get much, much bigger. Alex Heath, deputy editor at The Verge, got the chance to chat with Davi

If you’ve spent more than two minutes somewhere on social media, you have probably come across Gary Vaynerchuk. For years I have wondered, is this just a character? Or is there a real Gary Vaynerchuk somewhere behind “GaryVee,” the social media entrepreneur and internet brand? Gary got his start working at his family’s liquor store, which he turned into an online wine shop. That’s where he started in social media, hosting a long-running YouTube show called “Wine Library TV.” He parlayed that into the gigantic GaryVee brand, which at its core, is about entrepreneurship. Gary co-founded the restaurant reservation platform Resy, which he sold to American Express in 2019, and Empathy Wines which he sold in 2020.  The Vaynerchuk empire remains vast, and it’s structured in complicated ways. There’s holding company VaynerX, which contains the ad agency VaynerMedia. There’s another company called Gallery Media which owns lifestyle websites. Gary even co-founded a sports agency – VaynerSports, with pro athletes like

The idea behind private equity or PE is simple: a private equity firm gathers up a bunch of cash, raises some investor cash and takes on a lot of debt to buy various companies, often taking them off the public stock market. Then, they usually install new management and embark on aggressive cost cutting and turnaround programs – mostly because they have to pay down all that debt pretty fast. Then, the company can be sold or taken public again for a hefty profit. But don’t worry—if it doesn’t work out, the PE firms are extracting fees at every step of the process so they get paid no matter what happens. In another world, these PE deals are just boring financing strategies or maybe the backbone of the occasional juicy corporate takeover story. In Decoder world, PE is everywhere. Since the modern PE industry kicked off in the 1980’s, it’s grown virtually unchecked, and as author Brendan Ballou explains, that’s had seriously negative consequences for all kinds of markets and consumers. Private equity affects ever