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Content provided by Michael Wolf of NextMarket Insights & Technology.FM and Michael Wolf of NextMarket Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Wolf of NextMarket Insights & Technology.FM and Michael Wolf of NextMarket Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The State of All Things AI in 2025 (Part 1)

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Content provided by Michael Wolf of NextMarket Insights & Technology.FM and Michael Wolf of NextMarket Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Wolf of NextMarket Insights & Technology.FM and Michael Wolf of NextMarket Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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!
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10 episodes

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

The Spoon

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Manage episode 516363128 series 11853
Content provided by Michael Wolf of NextMarket Insights & Technology.FM and Michael Wolf of NextMarket Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Wolf of NextMarket Insights & Technology.FM and Michael Wolf of NextMarket Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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!
  continue reading

10 episodes

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