Is it an AI bubble? In Episode 15 of Mixture of Experts, host Tim Hwang is joined by our veteran panel: Marina Danilevsky, Kush Varshney, and Shobhit Varshney. Today, the experts chat the stock market crash and the involvement of AI companies. Then, OpenAI released Structured Outputs, and analyze how this can support enterprise implementation of AI. Finally, Google "acquires" character.ai, does this make any sense? Tune-in for the breakdown. 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. 0:01 — Intro1:07 — AI Bubble?11:49 — Structured Outputs22:41 — character.ai "Acquisition"

Kush Varshney

IBM Fellow, AI Governance

Marina Danilevsky

Senior Research Scientist

Shobhit Varshney

VP & Sr. Partner, Americas AI GenAI Leader, IBM Consulting

Is it an AI bubble? Today, the experts chat the stock market crash, OpenAI's Structured Outputs release, and Google's character.ai "acquisition." Tune-in for the break down of what's happening in AI news.

Episode 15: OpenAI Structured Outputs, character.ai “acquisition,” and is it an AI bubble?

OpenAI Structured Outputs, character.ai “acquisition” and is it an AI bubble?

OpenAI just dropped o3 and o4-mini! In episode 51 of Mixture of Experts host, Tim Hwang is joined by Chris Hay, Vyoma Gajjar and special guest John Willis, Owner of Botchagalupe Technologies. Today, we analyze Sam Altman’s new AI models, o3 and o4-mini. Next, Google announced that by Q3 you can run Gemini on-prem; what does this mean for enterprise AI adoption? Then, John is on the show today to take us through AI evaluation tools and why we need them. Finally, NVIDIA is planning to move AI chip manufacturing to the U.S. Can they pull this off? All that and more on today’s Mixture of Experts.&nbsp; 00:01 – Intro&nbsp;00:56 – OpenAI o3 and o4 mini&nbsp;14:57 – Google Gemini on-prem&nbsp;23:43 – AI evaluation tools&nbsp;34:59 – NVIDIA's U.S. chip manufacturing&nbsp;&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;

Chris Hay

Distinguished Engineer, CTO Customer Transformation

Vyoma Gajjar

AI Technical Solutions Architect 

John Willis

Author, Owner of Botchagalupe Technologies 

In episode 51 of Mixture of Experts, we cover OpenAI o3 and o4-mini, Google Gemini running on-prem, AI evaluation tools and NVIDIA bringing AI chip production back to the U.S. 

o3 and o4-mini, Google Gemini on-prem and NVIDIA’s U.S. chip manufacturing

IBM z17 is here! In episode 50 of Mixture of Experts, host Tim Hwang is joined by Kate Soule, Shobhit Varshney and Hillery Hunter to debrief the launch of a new mainframe with robust AI infrastructure. Next, Meta dropped Llama 4 over the weekend;, how's it going? Then, Shobhit is recording live from Google Cloud Next in Las Vegas, along with Gemini 2.5 Pro. What are some of the most exciting announcements? Finally, the Pew Research Center shows perception of AI, how does this impact the industry? All that and more on today’s 50th Mixture of Experts.&nbsp; 00:01 -- Intro&nbsp;00:55 -- IBM z17&nbsp;11:42 -- Llama 4&nbsp;25:02 -- Google Cloud Next 2025&nbsp;34:29 -- Pew's research on perception of AI&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; Explore the new features of IBM z17: https://www.ibm.com/products/z17 Read the Pew Research: <a href="https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/" rel="noopener noreferrer" target="_blank">https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/</a>&nbsp;&nbsp;Subscribe for AI updates: https://ibm.biz/Think_newsletter Visit Mixture of Experts podcast page to learn 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;

Kate Soule

Director, Technical Product Management, Granite 

VP & Sr. Partner, Americas Head of Data & AI 

Hillery Hunter

IBM Fellow, CTO IBM Infrastructure 

In episode 50 of Mixture of Experts, we debrief many announcements: IBM z17, Meta Llama 4, Gemini 2.5 Pro and more from Google Cloud Next!

AI on IBM z17, Meta's Llama 4 and Google Cloud Next 2025

Will OpenAI be fully open source by 2027? In episode 49 of Mixture of Experts, host Tim Hwang is joined by Aaron Baughman, Ash Minhas and Chris Hay to analyze Sam Altman’s latest move towards open source. Next, we explore Anthropic's mechanistic interpretability results and the progress the AI research community is making. Then, can Apple catch up? We analyze the latest critiques on Apple Intelligence. Finally, Amazon enters the chat with AI agents. How does this elevate the competition? All that and more on today’s Mixture of Experts. 00:01 -- Introduction00:48 -- OpenAI goes open &nbsp;11:36 -- Anthropic interpretability results&nbsp;24:55 -- Daring Fireball on Apple Intelligence&nbsp;34:22 -- Amazon’s AI agents 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>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>Visit Mixture of Experts podcast page to learn 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>

Ash Minahs

Lead AI Advocate

Aaron Baughman

IBM Fellow, Master Inventor

OpenAI goes open, Anthropic on interpretability, Apple Intelligence updates and Amazon AI agents

OpenAI goes open, Anthropic mechanistic interpretability, Apple Intelligence updates and Amazon AI agents

What’s the best open-source model? In episode 48 of Mixture of Experts, host Tim Hwang is joined by Kate Soule, Kush Varshney and Skyler Speakman to explore the future of open-source AI models. First, we chat about the release of DeepSeek-V3-0324. Then, more announcements coming out of Google including Gemini Canvas and Gemini 2.5. Next, Extropic has entered the chat with a thermodynamic chip. Finally, AI image generation is on the rise as OpenAI released GPT-4o image generation. All that, and more on today’s Mixture of Experts. 00:01 – Intro 00:42– DeepSeek-V3-0324 09:48 – Gemini 2.5 and Canvas 21:27– Extropic’s thermodynamic chip 30:20 – OpenAI image generation 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.

IBM Fellow, AI Governance 

Skyler Speakman

Senior Research Scientist 

What’s the best open-source model? In episode 48 of Mixture of Experts we discuss a new release of DeepSeek V3, Google’s Gemini 2.5 and Canvas, Extropic’s thermodynamic chip, and OpenAI’s GPT-4o image generation.

DeepSeek-V3-0324, Gemini Canvas and GPT-4o image generation

What’s the most exciting announcement coming out of NVIDIA GTC? In episode 47 of Mixture of Experts, host Tim Hwang is joined by Nathalie Baracaldo, Kaoutar El Maghraoui and Vyoma Gajjar. First, we dive into the latest announcements from NVIDIA GTC, including the Groot N1 model for humanoid robotics. Next, Baidu released some new AI reasoning models, and they’re not open source? Then, for our paper of the week we discuss the flaws of Chain-of-Thought reasoning. Finally, Gemini Flash 2.0 has released image generation models for developer experimentation., Iis Google catching up on the AI game? Tune -in to today’s Mixture of Experts to find out!&nbsp;&nbsp;00:01 – Intro&nbsp;&nbsp;01:27– NVIDIA GTC&nbsp;14:18– New Baidu AI models&nbsp;21:19– Chain-of-Thought reasoning&nbsp;32:18 – Gemini image generation&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;

Kaoutar El Maghraoui

Principal Research Scientist, AI Engineering, AI Hardware Center

Nathalie Baracaldo

Senior Research Scientist, Master Inventor

AI Technical Solutions Architect

In episode 47 of Mixture of Experts we discuss NVIDIA GTC announcements, Baidu reasoning models, Chain-of-Thought flaws, and Gemini image generation.

NVIDIA GTC, Baidu reasoning models, and Gemini AI image generation

Is Manus a second DeepSeek moment? In episode 46 of Mixture of Experts, host Tim Hwang is joined by Chris Hay, Kaoutar El Maghraoui and Vyoma Gajjar to talk Manus! Next, the rise of vibe coding—what started as a joke has now become a thing? Then, we dive deep into the future of scaling laws. Finally, Perplexity is teaming up with Deutsche Telekom to release an AI phone—what’s the motivation here? Tune-in to today’s Mixture of Experts to find out more!&nbsp; 00:01 – Intro&nbsp;00:37 -- Manus&nbsp;14:09 – Vibe coding&nbsp;30:13 – Scaling laws&nbsp;39:07 – Perplexity's AI phone&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;

AI Technical Solution Architect

Is Manus a second DeepSeek moment? In episode 46 of Mixture of Experts we discuss Manus AI, vibe coding, scaling laws and Perplexity’s AI phone.

Manus, vibe coding, scaling laws and Perplexity’s AI phone

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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.

Episode 15: OpenAI Structured Outputs, character.ai “acquisition,” and is it an AI bubble?

DESCRIPTION

Today's Host

Tim Hwang

Today's Guests

Kush Varshney

Marina Danilevsky

Shobhit Varshney

Recent Episodes

Episode 15: OpenAI Structured Outputs, character.ai “acquisition,” and is it an AI bubble?

DESCRIPTION

Today's Host

Tim Hwang

Today's Guests

Kush Varshney

Marina Danilevsky

Shobhit Varshney

Related Resources

Recent Episodes

o3 and o4-mini, Google Gemini on-prem and NVIDIA’s U.S. chip manufacturing

AI on IBM z17, Meta's Llama 4 and Google Cloud Next 2025

OpenAI goes open, Anthropic on interpretability, Apple Intelligence updates and Amazon AI agents

DeepSeek-V3-0324, Gemini Canvas and GPT-4o image generation

NVIDIA GTC, Baidu reasoning models, and Gemini AI image generation

Manus, vibe coding, scaling laws and Perplexity’s AI phone