The State of All Things AI in 2025 (Part 1)
Update: 2025-10-19
Description
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!
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