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The SpoonThe NextMarket Insights Podcast Author: Michael Wolf of NextMarket Insights & Technology.FM
The Spoon is the leading chronicler of the food tech revolution. Language: en Genres: Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The State of All Things AI in 2025 (Part 1)
Wednesday, 29 October, 2025
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!
