Visit the Mixture of Experts podcast page to get more AI content → <a href="https://www.ibm.com/think/podcasts/mixture-of-experts?utm=podcastsMoEYT" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/podcasts/mixture-of-experts?utm=podcastsMoEYT</a>&nbsp; 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.&nbsp; <ul><li>00:00 – Intro &nbsp;</li><li>01:14 – Bad bot, Oracle + IBM, Dreamforce,&nbsp;18+ ChatGPT&nbsp;</li><li>02:19 – Oralce bets on AMD chips&nbsp;</li><li>18:34 – CAISI DeepSeek report&nbsp;</li><li>29:57 – Reflection AI raises USD 2B&nbsp;</li><li>41:18 – VC fund replacing analysts with AI agents&nbsp;</li></ul> 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.&nbsp;&nbsp;Subscribe for AI updates → <a href="https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120" rel="noopener noreferrer" target="_blank">https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120</a>&nbsp;

Aaron Baughman

IBM Fellow, Master Inventor

Ambhi Ganesan

Partner, AI & Analytics

Volkmar Uhlig

VP, AI Infrastructure

Explore the latest in AI: CAISI’s critical evaluation of DeepSeek, Reflection AI’s USD 2B fundraise for an open frontier lab, Oracle Cloud’s AMD pivot, and a VC fund run entirely by AI agents.  

OpenAI, Oracle & AMD shake up AI

The major AI players are not slowing down. In episode 76 of Mixture of Experts, host Tim Hwang is joined by Olivia Buzek, Chris Hay and Mihai Criveti. First, we analyze OpenAI’s release of their new AgentKit. Then, IBM announced a partnership with Anthropic to accelerate enterprise-ready AI—we talk AI governance and the future of industry partnerships. Then, Chris Hay gives us his explanation of modular manifolds. Finally, we discuss the potential of AI becoming healthcare experts amid Deena Mousa’s The Algorithm Will See You Now. Will AI replace radiologists? Tune in to Mixture of Experts to find out.&nbsp; 00:00 – Intro&nbsp;01:09 – OpenAI and AMD, IBM’s Project Bob, chip diamonds and Peloton's AI Trainers&nbsp;02:20 – AgentKit &nbsp;13:29 – IBM &amp; Anthropic partnership&nbsp;22:49 – Modular manifolds &nbsp;31:52 – AI in radiology &nbsp; 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.&nbsp; Read the whitepaper about how IBM and Anthropic are securing enterprise AI architectures → &nbsp;<a href="https://ibm.biz/Bdb4xR" rel="noopener noreferrer" target="_blank">https://ibm.biz/Bdb4xR</a> &nbsp;Subscribe for AI updates → <a href="https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120" rel="noopener noreferrer" target="_blank">https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120</a>&nbsp;Visit the Mixture of Experts podcast page to get more AI content → <a href="https://www.ibm.com/think/podcasts/mixture-of-experts" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/podcasts/mixture-of-experts</a>&nbsp;

Mihai Criveti 

Distinguished Engineer, Agentic AI

Chris Hay 

Distinguished Engineer

Olivia Buzek

Senior Staff Dev Advocate 

OpenAI launches AgentKit, IBM partners with Anthropic, modular manifold explanation and experts debate AI’s role in healthcare. Tune in to this week’s Mixture of Experts.

IBM partners with Anthropic, plus OpenAI drops AgentKit

What’s new in AI models? In episode 75 of Mixture of Experts, host Tim Hwang is joined by Kaoutar El Maghraoui, Kate Soule and Kush Varshney to debrief a frenzy of model drops this week. IBM debuts Granite 4.0 hyper-efficient hybrid models, Claude Sonnet 4.5 delivers longer run times and sharper reasoning and Sora 2 takes vibe coding to the next level with vibe video production. Then, we dig into OpenAI’s new feature, Buy in ChatGPT. Finally, it’s Cybersecurity Awareness Month, and we are joined by special guest, Matt Kosinski, host of the Security Intelligence podcast—can you trust your AI? Tune in to Mixture of Experts to find out. 00:00 – Intro 1:17 – Meta Ads assistant, DoorDash Dot, Microsoft vibe working and Tilly AI Actor 2:23 – Granite 4.0 10:21 – Claude 4.5 17:57 – Sora 2 29:15 – Buy in ChatGPT 37: 00 – Introducing Security Intelligence 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. Subscribe for AI updates → <a href="https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120" rel="noopener noreferrer" target="_blank">https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120</a>&nbsp;Learn more about artificial intelligence → <a href="https://www.ibm.com/think/artificial-intelligence" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/artificial-intelligence</a>&nbsp;Visit Mixture of Experts podcast page to get more AI content → <a href="https://www.ibm.com/think/podcasts/mixture-of-experts" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/podcasts/mixture-of-experts</a>&nbsp;Watch the latest episode of the Security Intelligence podcast → <a href="https://www.youtube.com/watch?v=mDpUZD1ogEE&amp;list=PLOspHqNVtKABGIbaWP1xYQHbwuXjZwqpH&amp;index=1&amp;t=225s" rel="noopener noreferrer" target="_blank">https://www.youtube.com/watch?v=mDpUZD1ogEE&amp;list=PLOspHqNVtKABGIbaWP1xYQHbwuXjZwqpH&amp;index=1&amp;t=225s</a>&nbsp;

Kaoutar El Maghraoui 

Principal Research Scientist and Manager, Hybrid Cloud Platform

Kate Soule 

Director, Technical Product Management, Granite

Kush Varshney

IBM Fellow, AI Governance 

A week of big AI updates: Granite 4.0, Claude Sonnet 4.5, Sora 2 vibe video production and OpenAI’s new Buy in ChatGPT—plus, can you trust your AI?

This week in AI models: Granite 4.0, Claude 4.5, Sora 2

Why did NVIDIA invest USD100bn into OpenAI? In episode 74 of Mixture of Experts, host Tim Hwang is joined by Sandi Besen, Mihai Criveti and Gabe Goodhart to talk about the AI chipmaker’s next big move. Next, we analyze Tongyi DeepResearch and get into a conversation around open source. Then, Google released a new agent protocol, AP2. After that, will AI take over? We debrief a new book, If Anyone Builds It, Everyone Dies. Finally, Apple shared that the new AirPods will have a translation feature powered by AI. Is Apple back in the game? Tune in to Mixture of Experts to find out.&nbsp; 00:00 – Intro&nbsp;01:17 – OpenAI's data centers, Alibaba and NVIDIA partnership, IBM Granite Docling&nbsp;and Meta's dating AI assistant02:23 – Tongyi DeepResearch&nbsp;13:12 – Google's AP2&nbsp;23:31 – "If Anyone Builds It, Everyone Dies"&nbsp;33:50 – AirPods translation feature&nbsp;43:49 – NVIDIA invests USD100bn in OpenAI&nbsp;&nbsp;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.&nbsp; Subscribe for AI updates → <a href="https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120" rel="noopener noreferrer" target="_blank">https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120</a>&nbsp;Learn more about artificial intelligence → <a href="https://www.ibm.com/think/artificial-intelligence" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/artificial-intelligence</a>&nbsp;Visit Mixture of Experts podcast page to get more AI content → <a href="https://www.ibm.com/think/podcasts/mixture-of-experts" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/podcasts/mixture-of-experts</a>&nbsp;

Gabe Goodhart 

Chief Architect, AI Open Innovation

Sandi Besen

AI Research Engineer 

Discover why NVIDIA is investing USD100bn into OpenAI, explore Tongyi DeepResearch, Google’s new AP2 agent protocol and Apple’s AI-powered AirPods translation feature in this week’s Mixture of Experts.

NVIDIA’s USD 100bn investment and Google's AP2

What are the most common uses of ChatGPT? In episode 73 of Mixture of Experts, host Tim Hwang is joined by Lauren McHugh, Martin Keen and Aaron Baughman to talk about a new report, How People Use ChatGPT. Next, Anthropic released an updated version of their economic index. Then, another paper, this one coming out of DeepMind on agent economies. How likely is this? Finally, how practical are AI wearables and what does a future with them look like? All that and more on today’s Mixture of Experts.&nbsp; 00:00 – Intro&nbsp;1:10 – News: Alphabet Inc. $3 Trillion Market Cap, AI could boost trade value and the animal internet&nbsp;2:04 – How People Use ChatGPT&nbsp;15:47 – Anthropic Economic Index&nbsp;25:50 – Virtual Agent Economies&nbsp;35:36 – AlterEgo&nbsp; 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.&nbsp; <ul><li>Subscribe for AI updates → <a href="https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120" rel="noopener noreferrer" target="_blank">https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120</a>&nbsp;</li><li>Learn more about artificial intelligence → <a href="https://www.ibm.com/think/artificial-intelligence" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/artificial-intelligence</a>&nbsp;</li><li>Visit Mixture of Experts podcast page to get more AI content → <a href="https://www.ibm.com/think/podcasts/mixture-of-experts" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/podcasts/mixture-of-experts</a>&nbsp;</li></ul>

Aaron Baughman 

Martin Keen

Master Inventor

Lauren McHugh Olende

Program Director, AI Open Innovation 

The most common uses of ChatGPT, insights from the Anthropic Economic Index, DeepMind’s research on agent economies and the future of AI wearables in this episode of Mixture of Experts

Anthropic Economic Index, Virtual Agent Economies, AlterEgo and How People Use ChatGPT

Do we need more AI hallucinations? In episode 72 of Mixture of Experts, host Tim Hwang is joined by Kate Soule, Chris Hay and Skyler Speakman to talk about OpenAI’s paper, Why language models hallucinate. Next, in March 2025, Anthropic’s CEO, Dario Amodei, predicted that AI will be writing 90% of code for software developers. How is that turning out? Then, is AI making the job market hell? Finally, you can now run an LLM on a circuit board the size of a business card. Where does that take us? All that and more on today’s Mixture of Experts.&nbsp; 00:00 – Intro&nbsp;1:18 – Oracle, data center construction, iPhone 17 and tech saint&nbsp;3:03 – Why language models hallucinate&nbsp;15:59 – Dario Amodei’s prediction&nbsp;22:45 – Job market is hell&nbsp;29:57 – LLM on a business card&nbsp;&nbsp;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.&nbsp;

Kate Soule

Director of Technical Product Management for Granite

Chris Hay

Skyler Speakman

Senior Research Scientist

OpenAI’s paper on why language models hallucinate, Dario Amodei’s coding predictions, the impact of AI on jobs and LLMs running on business-card sized hardware. Tune into today’s Mixture of Experts!

Why language models hallucinate, revisiting Amodei’s code prediction and AI in the job market

Are browsers the right entry point for AI tools? In episode 71 of Mixture of Experts, guest host Bryan Casey is joined by Gabe Goodhart, Kaoutar El Maghraoui and Mihai Criveti to talk about the verdict in the Google antitrust case and what it means for agentic AI. Next, as Anthropic raised&nbsp; $13 billion in a recent funding round, bringing its valuation to $183 billion, we discuss investment in AI startups. Finally, the discourse on GPT-5 and AI model innovation created “AI winter.” What does this mean for the future of AI innovation? All that and more on today’s Mixture of Experts.&nbsp; &nbsp;00:00 – Intro&nbsp;1:38 – Safer GPT, IBM and AMD, Amazon Lens Live and AI and Starbucks&nbsp;2:59 – Google antitrust&nbsp;27:08 – Anthropic and AI valuation&nbsp;41:42 – AI winter&nbsp;&nbsp;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.&nbsp; <ul><li>Subscribe for AI updates → <a href="https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120" rel="noopener noreferrer" target="_blank">https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120</a>&nbsp;</li><li>Learn more about artificial intelligence → <a href="https://www.ibm.com/think/artificial-intelligence" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/artificial-intelligence</a>&nbsp;</li><li>Visit Mixture of Experts podcast page to get more AI content → <a href="https://www.ibm.com/think/podcasts/mixture-of-experts" rel="noopener noreferrer" target="_blank">https://www.ibm.com/think/podcasts/mixture-of-experts</a>&nbsp;</li></ul>

Mihai Criveti

Distinguished Engineer, Agentic AI 

Bryan Casey

Host 

Google’s antitrust verdict, Anthropic’s $183B leap, and GPT-5’s role in AI winters—what does it all mean for the future of AI? Listen to today’s Mixture of Experts to find out.

Google Antitrust, Anthropic's $183B leap and are we in the AI winter?

Podcasts at IBM

Learn more about AI

Welcome to Mixture of Experts, your weekly deep dive into the ever-evolving landscape of artificial intelligence—bringing you insightful discussions on the latest AI trends, innovations, and their impact on business. From breakthrough research to practical applications, each episode offers a balanced blend of expertise and analysis. Explore how AI is reshaping industries, driving efficiency, and unlocking new opportunities for growth. Whether you're a seasoned professional seeking to stay ahead of the curve or an enthusiast curious about the future of technology, Mixture of Experts delivers the perfect mix of insights and practical knowledge. Tune in and stay informed as we navigate the dynamic intersection of AI and business.

OpenAI, Oracle & AMD shake up AI

DESCRIPTION

Today's Host

Tim Hwang

Today's Guests

Aaron Baughman

Ambhi Ganesan

Volkmar Uhlig

Recent Episodes

OpenAI, Oracle & AMD shake up AI

DESCRIPTION

Today's Host

Tim Hwang

Today's Guests

Aaron Baughman

Ambhi Ganesan

Volkmar Uhlig

Related Resources

Recent Episodes

IBM partners with Anthropic, plus OpenAI drops AgentKit

This week in AI models: Granite 4.0, Claude 4.5, Sora 2

NVIDIA’s USD 100bn investment and Google's AP2

Anthropic Economic Index, Virtual Agent Economies, AlterEgo and How People Use ChatGPT

Why language models hallucinate, revisiting Amodei’s code prediction and AI in the job market

Google Antitrust, Anthropic's $183B leap and are we in the AI winter?