The AI industry's existential race for profits

An episode of the Decoder with Nilay Patel podcast, hosted by The Verge, titled "The AI industry's existential race for profits" was published on April 9, 2026 and runs 38 minutes.

April 9, 2026 ·38m · Decoder with Nilay Patel

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Episode Description

Today, let’s talk about the looming AI monetization cliff, and whether some of the biggest companies in space can become real, profitable businesses before they careen right off it.

My guest today is Hayden Field, who’s our senior AI reporter here at The Verge. She’s been keeping close tabs on both Anthropic and OpenAI, and how these two companies, both slate to go public this year, tell us a whole lot about the AI industry in 2026.

Links:

The vibes are off at OpenAI | The Verge Anthropic essentially bans OpenClaw from Claude | The Ver...

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