Episode Details

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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