Decoder with Nilay Patel
Vox Media Podcast Network
5 episodes
The man who fought napster is now fighting AI
9 Nov · 1 h 14 min
- Mitch Glazier says AI fight differs from Napster because labels, artists and fans now want to keep music human.
- Glazier says no federal right to voice or likeness exists, so the RIAA helped craft the NO FAKES Act.
AI broke the cybersecurity world. Now what?
7 Nov · 1 h 3 min
- Alex Stamos says the multibillion-dollar cybersecurity industry as we know it is essentially over.
- AI is breaking the skill bottleneck as RTX, a Chinese open-source tool, hits three South Korean banks and about 200 other companies in a week.
The hidden supply chain costs of the AI boom
5 Nov · 49 min
- Nilay Patel says supply chains may not survive AI's RAM demand, predicting the political breaking point comes when Grand Theft Auto 6 makes PlayStation 5s pricier.
- Willy Shih says he knew Foxconn's Wisconsin LCD plant would never happen once he learned there would be no glass plant across the street.
Why Peacock is making a huge bet on YouTube
2 Nov · 1 h 10 min
- Peacock's $261m Q3 EBITDA marks a second straight profitable quarter, up $470m year over year, as NBCUniversal heads toward becoming a standalone company.
- NBCU will bundle ad-supported Peacock with a YouTube Premium tier next year and extend its linear deal with YouTube TV, which has passed 10m subscribers.
Inside Anthropic’s trillion-dollar AI gamble
29 Oct · 45 min
- Joey Brookhart of SemiAnalysis calls Anthropic's S-1 filing awesome, citing more than $70bn in annual recurring revenue, strong margins and free cash flow.
- Brookhart says Anthropic's inference gross margin swung from negative 94% to positive 85% in two years, driven by compute efficiency gains on Trainium chips.