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 boomHow 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!