In these highlights from our September 2018 Code Commerce event, Recode's Jason Del Rey talks with two great guests: (00:57) First, he speaks to Square CFO Sarah Friar; (35:02) then, Jason interviews Instacart CEO Apoorva Mehta. You can catch up on Code Commerce and watch all the interviews from the event for free on Recode's YouTube page.
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Recode Decode: Square CFO Sarah Friar and Instacart CEO Apoorva Mehta

Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.

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Today, we're talking about Disney, the massive activist investor revolt it just fought off, and what happens next in the world of streaming. Because what happens to Disney really tells us a lot about what's happening in the entire world of entertainment. Earlier this month, Disney survived an attempted board takeover from businessman Nelson Peltz. While investors ultimately sided with Disney and CEO Bob Iger, the boardroom showdown made something very clear: Disney needs to figure out streaming and get its creative direction back on track. 

To help me figure all this out, I brought on my friend Julia Alexander, who is VP of Strategy at Parrot Analytics, a Puck News contributor, and most importantly, a former Verge reporter. She's a leading expert on all things Disney, and I always learn something important about the state of the entertainment business when I talk to her. 
Links: 

The Story of Disney+ — Puck News


​​Disney’s CEO drama explained, with Julia Alexander — Decoder


Is streaming just becoming cable again? Julia Alexander thinks so — Decoder


Disney Fends Off Activist Investor for Second Time in 2 Years — NYT


For Disney, streaming losses and TV’s decline are a one-two punch — NYT


Disney’s ABC, ESPN weakness adds pressure to make streaming profitable — WSJ


Disney reportedly wants to bring always-on channels to Disney Plus — The Verge


The Disney Plus-Hulu merger is way more than a streaming bundle — The Verge


Disney’s laying off 7,000 as streaming boom comes to an end — The Verge


The last few years really scared Disney — Screen Rant



Credits: 
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.
Today’s episode was produced by Nick Statt and was edited by Callie Wright. Our supervising producer is Liam James.
The Decoder music is by Breakmaster Cylinder.
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Disney just fought off a shareholder revolt — but the clock’s still ticking

At the absolute most basic, Dropbox is cloud storage for your stuff — but that puts it at the nexus of a huge number of today’s biggest challenges in tech. As the company that helps you organize your stuff in the cloud itself goes all remote, how do we even deal with the concept of “your stuff?”

Today I’m talking with Dropbox CEO Drew Houston about those big picture ideas — and why he thinks generative AI really will be transformative for everyone eventually, even if it isn’t yet now.

Links: 

Dropbox AI and Dash make it easier to find your files from all over the web | The Verge

Kids who grew up with search engines could change STEM forever | The Verge

No, Dropbox's cafeteria didn't get a Michelin star | VentureBeat

It's official: San Francisco's office vacancy rate just set a record | San Francisco Examiner

Jeff Bezos: This is the 'smartest thing we ever did' at Amazon | CNBC

Dropbox is laying off 500 people and pivoting to AI | The Verge

Congress bans staff use of Microsoft's AI Copilot | Axios


Transcript: https://www.theverge.com/e/23892647

Credits:
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.
Today’s episode was produced by Kate Cox and Nick Statt and was edited by Callie Wright.
The Decoder music is by Breakmaster Cylinder.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dropbox CEO Drew Houston wants you to embrace AI and remote work

Today we’re talking about Vice, the media company: Where it came from, what it did, and, ultimately, why it collapsed into a much smaller, sadder version of itself. 

This is a lousy time for digital media, and it’s hard to make a profit from putting words on the internet right now. So when Verge senior reporter Liz Lopatto went to go report on what happened, she and I both assumed Vice had been done in by the brutal economics of digital advertising on the web. But the Vice story is more than that — in the word of one executive that talked to Liz, it was a “fucking clown show.” 

Links:

How Vice became 'a fucking clown show' — The Verge


Vice is abandoning Vice.com and laying off hundreds — The Verge


Vice, decayed digital colossus, files for bankruptcy — NYT


Vice Is Basically Dead — New York Magazine


Shane Smith and the Final Collapse of Vice News — The Hollywood Reporter


At Vice, cutting-edge media and allegations of old-school sexual harassment — NYT


HBO cancels ‘Vice News Tonight,’ severing relationship with Vice Media — CNN


Shane Smith has a secret multimillion-dollar Vice deal — New York Magazine



Credits: 
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.

Today’s episode was produced by Kate Cox and Nick Statt and was edited by 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

The rise and fall of Vice Media

Cloudflare is an infrastructure provider basically protecting more than 20% of the entire web from bad actors. When everything is going well, you don't even have to know it exists. It's one of the only defenses — sometimes the only defense — standing between websites and the people who want to take them down.

Protecting free speech on the internet around the world, across war zones and hundreds of different kinds of government, is no easy feat. That puts the company, and CEO Matthew Prince, right at the heart of some of Decoder's biggest challenges and themes. 

Links: 

A Cloudflare outage broke large swathes of the internet | The Verge

Why security company Cloudflare is protecting U.S. election sites for free | Fast Company

The Daily Stormer just lost the most important company defending it | The Verge (2017)

Cloudflare to revoke 8chan’s service, opening the fringe website up for DDoS attacks | The Verge (2019)

Cloudflare blocks Kiwi Farms due to an ‘immediate threat to human life’ | The Verge

Why Cloudflare Let an Extremist Stronghold Burn | Wired

Cloudflare CEO Matthew Prince interview on Ukraine cybersecurity | Semafor

3 ways the ‘splinternet’ is damaging society | MIT Sloan


Transcript: https://www.theverge.com/e/23885440

Credits:
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.
Today’s episode was produced by Kate Cox and Nick Statt and was edited by Callie Wright.
The Decoder music is by Breakmaster Cylinder.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Why Cloudflare CEO Matthew Prince is the internet’s unlikely defender

Hello, and welcome to Decoder. This is David Pierce, editor-at-large at The Verge and co-host of The Vergecast, subbing in for Nilay, who’s out on vacation. Regular Decoder programming returns next week. In the meantime, we have an exciting episode for you today all about video game emulation, which, as it turns out, is a whole lot more complicated than it seems. 

Gaming emulation made headlines recently because one of the most widely used programs for emulating the Nintendo Switch, a platform called Yuzu, was effectively sued out of existence. There’s a whole lot going on here, from the history of game emulation to the copyright precedents of emulators to how the threat of game piracy still looms large in the industry. To break down this topic, I brought Verge Senior Editor and resident emulation expert Sean Hollister on the show. Let’s get into it. 

Links:

Nintendo sues Switch emulator Yuzu — The Verge


Nintendo Switch emulator Yuzu will fold and pay $2.4M to settle its lawsuit — The Verge


Steve Jobs announcing a PlayStation emulator for the Mac — YouTube


Fans freak out as Zelda: Tears of the Kingdom leaks two weeks early — Kotaku


Tears of the Kingdom Was Pirated 1 Million Times, Nintendo Claims — Kotaku


The solid legal theory behind Nintendo’s new emulator takedown effort — Ars Technica


How Nintendo’s destruction of Yuzu is rocking the emulator world — The Verge


How strong is Nintendo’s legal case against Switch-emulator Yuzu? — Ars Technica



Credits: 
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.

Today’s episode was produced by Kate Cox and Nick Statt and was edited by 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

Recode Decode: Square CFO Sarah Friar and Instacart CEO Apoorva Mehta

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