Spoon Full of AI

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

39 min · 19. loka 2025
jakson The State of All Things AI in 2025 (Part 1) kansikuva

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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 [https://megaphone.fm/adchoices]

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

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 [https://megaphone.fm/adchoices]

19. loka 202539 min