<p>In this episode of The Global Discussion, Host Simon Hodgkins steps away from the traditional interview format to explore a pivotal shift underway in the world of artificial intelligence.</p><p><br></p><p>The first act of AI was loud. This second act is potentially far more powerful.</p><p><br></p><p>Drawing on real-world trends and patterns across technology cycles, Simon makes the case that we have already moved beyond the infrastructure arms race. The spotlight is no longer solely on chips, data centers, and model size. Instead, the focus has shifted to something more consequential: adoption.</p><p><br></p><p>This episode challenges listeners to think differently about what progress in AI really looks like, and why the most transformative changes rarely make headlines.</p><p><br></p><p>00:00 – Introduction: A Different Kind of Episode</p><p>00:40 – The First Act of AI: Chips, Compute &amp; Capital</p><p>02:01 – Why Adoption Creates Long-Term Value</p><p>03:14 – Behavior Change vs. Technical Change</p><p>05:25 – AI in Advertising: Human Judgment Repositioned</p><p>07:40 – Security &amp; Investigations: Smarter, Faster Decisions</p><p>08:55 – Enterprise Software &amp; Durable Advantage</p><p>10:00 – The Cultural Shift &amp; The Hard Questions</p><p><br></p><p>Watch or Listen to The Global Discussion</p><p>Spotify ► https://open.spotify.com/show/3QdMqfz...</p><p>Web ► https://www.theglobaldiscussion.com⁠</p><p>YouTube ► / @theglobaldiscussion </p><p>Others ► LinkedIn, X, Instagram, and Facebook </p><p><br></p><p>Join the newsletter via the website for updates on new episodes.</p>