The State of All Things AI in 2025 (Part 1)

This episode features a wide-ranging conversation between The Spoon's Michael Wolf and his old friend, long-time veteran tech journalist Derrick Harris, about the state of AI in 2025. Topics discussed include: The evolution from the early cloud and big-data era to today’s generative-AI boom How Nvidia became dominant on the training side How inference is becoming the true infrastructure bottleneck, Why ChatGPT was a consumer inflection point How the AI ecosystem is stratifying between foundation-model providers (OpenAI, Anthropic, Meta, Google) and an emerging wave of vertical and agentic applications built on top Derrick's belief that infrastructure players will sell “picks and shovels” while domain experts own the higher-order use cases. We'll have a part 2 with another AI expert in just a couple of weeks. Enjoy! Learn more about your ad choices. Visit megaphone.fm/adchoices