The Spoon
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 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...


