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What if Nvidia’s biggest advantage isn’t so big anymore? This week on Mixture of Experts, we break down the CAISI report on DeepSeek’s model risks, Reflection AI’s massive USD 2B fundraise for an open frontier lab, Oracle Cloud’s big bet on AMD chips over Nvidia and the wild story of a VC fund replacing analysts with AI agents. Tune in to Mixture of Experts to find out.
00:00 – Intro
01:14 – Bad bot, Oracle + IBM, Dreamforce, 18+ ChatGPT
02:19 – Oracle bets on AMD chips
18:34 – CAISI DeepSeek report
29:57 – Reflection AI raises USD 2B
41:18 – VC fund replacing analysts with AI agents
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The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.
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