ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The State of All Things AI in 2025 (Part 1)"
Episode Synopsis
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
More episodes of the podcast The Spoon Podcast
Are Food Companies Really Embracing AI?
06/10/2025
A Conversation With Mark Cuban
02/08/2025
In God we trust