Spoon Full of AI

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

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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!

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    Spoon Full of AIBy Carlos Rodela and Michael Wolf