Decoder with Nilay Patel

Andy Hunter is the CEO of Bookshop.org, a website he launched in 2020 that lets local bookshops sell all over the country. He always meant it to compete directly with Amazon, and the timing of that launch right into the teeth of the pandemic meant it was able to start strong and grow quickly. Now Bookshop is selling ebooks, which is another market hugely dominated by Amazon. For Andy and Bookshop to get what they want, they’re probably going to have to gear up for a big fight. It’s kind of the app store question all over again, just like the big cases Epic had against Apple and Google, and it's all prime Decoder territory. Links:  Bookshop is launching an ebook store to take on Amazon | The Verge As greenwashing soars, some question B Corp certification | BBC ‘The Goliath is Amazon’: After 100 years, B&N wants to go back to its roots | Decoder How Bookshop survives and thrives in Amazon’s world | Wired Apple to pay $450M after Supreme Court denies price-fixing appeal [2016] | The Verge Epic Games vs Apple | The Verge Transcript: https://www.theverge.com/e/604809 Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Xander Adams.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today, we’re talking about DeepSeek, and how the open source AI model built by a Chinese startup has completely upended the conventional wisdom around chatbots, what they can do, and how much they should cost to develop.  We’re also talking about Stargate, OpenAI’s new $500 billion data center venture that’s supposed to supercharge domestic AI infrastructure. Both stand in stark contrast with one another — and represent a new, escalating front in the US-China relationship and the geopolitics of AI. Verge senior AI reporter Kylie Robison joins me to break it all down.   Links:  Why everyone is freaking out about DeepSeek | Verge DeepSeek FAQ | Stratechery DeepSeek: all the news about the startup that’s shaking up AI stocks | Verge OpenAI and Softbank are starting a $500 billion AI data center company | Verge The AI spending frenzy is just getting started | Command Line After DeepSeek, VCs face questions about AI investments | NYT Satya Nadella on Stargate: ‘All I know is I’m good for my $80 billion’ | Verge OpenAI says it has evidence DeepSeek used its model to train competitor | FT DeepSeek sparks global AI selloff, Nvidia loses about $593 billion of value | Reuters Four big reasons to worry about DeepSeek (and four reasons to calm down) | Platformer 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

Today, I’m talking with Gary Smith, CEO of the networking company Ciena. You probably aren’t familiar with Ciena — the company isn’t really a household name. But every internet user has relied on the company’s products; Ciena makes the hardware and software that makes the fiber optic cables connecting the world light up with data.  That’s everything from local fiber networks for broadband ISPs to the massive undersea cables that connect continents. There’s a high probability that this very podcast came to you over a Ciena network, in fact — the company is everywhere. That means almost every single Decoder idea is right here, sitting on the backbone of the internet. Links:  What is WDM or DWDM? | Ciena Southern Cross achieves first 1 Tb/s Transmission across Pacific with Ciena | Ciena The invisible seafaring industry that keeps the internet afloat | Verge The internet really is a series of tubes | Vergecast Meta is building the ‘mother of all’ subsea cables | Verge Ciena CEO: Prepare for the AI wave | Fierce Network The secret life of the 500-plus cables that run the internet CNET Fiber-Optic Technology Draws Record Stock Value | NYT Transcript: https://www.theverge.com/e/24115288 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 Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

It’s been a messy couple of weeks for big tech companies as the second Trump administration kicks off an unprecedented era of how we think about who controls the internet. Right now, there's a major collision, or maybe merger, happening between billionaire power and state power, and everyone who uses tech to communicate — so, basically everyone — is stuck in the middle. I sat down with law professor and online speech expert Kate Klonick to break it all down.  Links:  Welcome to the era of gangster tech regulation | Verge Trump signs order refusing to enforce TikTok ban for 75 days | Verge Inside Zuckerberg’s sprint to remake Meta for Trump era | New York Times The internet’s future is looking bleaker by the day | Wired Meta is highlighting a splintering global approach to online speech | Verge Mark Zuckerberg lies about content moderation to Joe Rogan’s face | Verge Meta’s ‘tipping point’ is about aligning with power | WashPo Meta is preparing for an autocratic future | Tech Policy Press Meta surrenders to the right on speech | Platformer We’re all trying to find the guy who did this | Atlantic 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 Callie Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today, I’m talking with Matt Garman, the CEO of Amazon Web Services. Matt took over as CEO last June — you might recall that we had his predecessor Adam Selipsky on the show just over a year ago. That makes this episode terrific Decoder bait, since I love hearing how new CEOs will decide what to change and what to keep going after they’ve settled into their role. Links:  There’s no AI without the cloud, says AWS CEO Adam Selipsky | Decoder Amazon's AWS to invest $11 bln in Georgia to boost AI infrastructure | Reuters Netflix’s Ted Sarandos responds to Jake Paul-Mike Tyson glitches | THR The furious contest to unseat Nvidia as king of AI chips | NYT Amazon’s moonshot plan to rival Nvidia in AI chips | Bloomberg Amazon invests another $4 billion in Anthropic | The Verge Why Netflix never goes down | The Verge Sam Altman lowers the bar for AGI | The Verge Transcript: https://www.theverge.com/e/24102212 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 Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices