Visit the Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts?utm=podcastsMoEYT 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. 00:00 – Intro  01:14 – Bad bot, Oracle + IBM, Dreamforce, 18+ ChatGPT 02:19 – Oralce 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 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 → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 

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