Decoder with Nilay Patel

Today I’m talking with Josh Dzieza, a longtime features writer here at The Verge, about a massive data center in Utah that does not exist, might never exist, and yet has already completely reshaped the politics of the entire state.  Josh just published a major feature this week on the struggling Stratos data center project in Utah backed by Shark Tank star Kevin O’Leary. So I invited Josh on the show to discuss what’s happening inside the AI industry’s infrastructure boom, inside the bipartisan backlash to data centers, and how the tech industry is running into the one obstacle it can’t seem to spend its way out of: local democracy.  Links:  The People of Utah vs. Kevin O'Leary | The Verge Adams — burdened by data center fallout — ousted by voters | Salt Lake Tribune ‘Shark Tank’ star sued by opponents he claimed were foreign agents| NYT Fox News apologizes for airing O’Leary claims about data centers | The Hill Kevin O’Leary agrees to downsize massive Utah data center | The Verge The biggest data center ever is becoming a huge problem in Utah | The Verge America's data center future is Loudoun County's past | The Verge The left and right agree on one thing: no data centers | Decoder Decoder is a Signal Awards finalist in the Business category! You can vote to help us win ⁠here⁠. Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder’s producers are Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Ursa Wright. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

My guest today is Mike Cannon-Brookes, who is co-founder and CEO of Atlassian. Atlassian is one of those companies that every other company runs on — it makes important platform tools like Jira and Trello. This means Atlassian is also right in the middle of the way AI is changing how all these companies work.  Or, if you buy the idea of the so-called SaaSpocalypse, AI might just build all of these tools for you, destroying this entire category of businesses. Obviously, Mike had a lot of thoughts pushing back on this narrative, so we spent time really digging in and talking through what AI is doing to enterprise software.  Links:  How Australia became the test bed for tech regulation | Decoder (2021) Building a $45B company far from Silicon Valley’s ‘froth and bubbles’ | Semafor Atlassian CEO Mike Cannon-Brookes on Atlassian and AI | Stratechery How Atlassian shook off the 'SaaSpocalypse' for a big rally  | IBD Atlassian acquires The Browser Company, maker of the Arc browser | The Verge Atlassian Co-CEO resigns, leaving Cannon-Brookes as sole chief | Bloomberg Atlassian cuts 1,600 jobs amid AI push | Forbes Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder’s producers are Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Ursa Wright. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinde Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cloudflare discovered in June that bots already make up more than half of internet traffic — and CEO Matthew Prince says that bots could outnumber humans a thousand to one within five years. That's a huge change to the internet, and if the web is going to keep existing, it needs a huge change to its business model. Can Cloudflare use its place in the ecosystem to direct the money back to the people who make content? Read the full interview transcript on The Verge. Links:  How I choose which Cloudflare employees to replace with AI | Wall Street Journal Why Cloudflare CEO Matthew Prince is the internet’s unlikely defender | Decoder (2024) Cloudflare will now block AI crawlers by default | The Verge Patreon partners with Cloudflare to block AI crawlers | 404 Media Sony and Warner sue Anthropic in latest AI music lawsuit | Billboard Trump administration supports OpenAI in NYT copyright lawsuit  | The Verge Google Zero is here — now what? | The Verge (2024) Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder’s producers are Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Kabir Chopra. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

It’s a big week for Meta. The company has its big Connect conference, and the new Muse AI agent appears to be an early hit. CEO Mark Zuckerberg has been doing a lot of interviews about it all — so of course we asked for him to be on Decoder. Meta declined, for whatever reason.  But luckily Mark just did a big interview with our friend and former colleague Alex Heath on the Sources podcast. So I figured we could highlight some moments from that conversation to point out some obvious gaps in what Mark is saying about Meta and hopefully inspire the next set of people who talk to him with some follow-up questions. Read the full interview transcript on The Verge. Links:  Mark Zuckerberg interview | Sources Podcast How Meta got everything it wanted in secret data center deal | New York Times Can you forget how you feel about Meta? | The Verge Zuck doesn’t want to press pause on AI | The Verge Meta glasses are a workplace menace | The Verge Mark Zuckerberg doesn’t understand how to live | The Verge Four takeaways from Mark Zuckerberg’s massive AI manifesto | The Verge Meta says US states are seeking $1.4 trillion in penalties  | Reuters Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder’s producers are Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Ursa Wright. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today, I’m talking with Bloomberg’s Mark Gurman, who is the world’s best-sourced Apple reporter. Earlier this month, Apple hosted its annual iPhone hardware event, and this event was special, for a number of reasons.  It was new Apple CEO John Ternus’ first major product launch. It was also the debut of the foldable iPhone Duo. So I wanted Mark on the show to explain why this event was so important, and how John Ternus’ Apple will look a lot different from Tim Cook’s.  Read the full interview transcript on The Verge. Links:  Apple iPhone Duo launch event: the 5 biggest announcements | The Verge The iPhone Duo is Apple’s first foldable | The Verge Tim Cook’s CEO-like pay package shows he isn’t going anywhere | Bloomberg Apple’s Phil Schiller steps down from running App Store | Bloomberg Apple’s new CEO will need to soon overhaul his management team | Bloomberg Apple’s Ternus takes the reins as CEO, with AI as job No. 1 | Bloomberg Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Eileen Felix. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices