Will Black Friday 2025 be the breakout moment for agentic commerce? This week on Mixture of Experts, we're departing from our usual format for a Thanksgiving special focused entirely on AI agents. Host Tim Hwang is joined by Chris Hay, Lauren McHugh Olende and Volkmar Uhlig to debate whether 2025 is truly the "year of agents." Our experts break down why consumer-facing agentic commerce still faces major hurdles. We also explore the massive gap between building agent prototypes and deploying them at scale and discuss why the developer ecosystem needs a "Shopify moment." Then, could language-to-agent interfaces bypass traditional development entirely? From coding agents like Claude Code to cost optimization challenges, this episode covers what needs to happen for agents to move from POC to production. And finally, who's positioned to dominate the space?  

Plus: Anthropic dropped Claude 4.5 Opus this week. We sit down with Mihai Criveti to discuss initial impressions of the new model. Does this put Anthropic back at the top of the AI game?

00:00 – Introduction 

01:12 – Claude 4.5 Opus is here 

09:32 – Will Black Friday be big for agentic commerce? 

16:11– Agent experience for consumers vs. Enterprise 

17:31 – Is 2025 the year of the Agent? 

23:02 — AI agents in the developer ecosystem 

31:16 — Who will win the agent race? 

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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Learn more about AI Agents → https://www.ibm.com/think/topics/ai-agents  

Does Gemini 3 live up to the hype? This week on Mixture of Experts, we analyze the release of Google’s Gemini 3 model. Next, OpenAI released a new benchmark about the impact of AI on the economy, GDPval. We debate AI automation and the job market. Then, we always talk AI agents, today we discuss some great innovations coming out of IBM Research and more. Finally, Anthropic disrupted an AI-led cyberattack, what does this mean for AI agents and malicious actions? Join host Tim Hwang and our AI experts Marina Danilevsky, Merve Unuvar and Gabe Goodhart on this week’s Mixture of Experts to learn more. 

00:00 – Introduction

01:09 – Microsoft’s AI infrastructure deal, IBM and UFC AI platform and ChatGPT for Teachers

02:00 – Gemini 3

12:50 – AI agent innovation

24:00 – OpenAI GPDval

37:17 – Anthropic cyberattack

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 

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts 

Discover CUGA →  https://research.ibm.com/blog/cuga-agent-framework

Boost your agent toolkit → https://research.ibm.com/blog/altk-agent-toolkit

Listen to cybersecurity expert takes on Anthropic's cyberattacks →  https://www.ibm.com/think/podcasts/security-intelligence/anthropic-stops-ai-spies-owasp-top-10-rise-small-time-ransomware

Which model is better, GPT-5.1 or Kimi K2 Thinking? This week on Mixture of Experts, we have two new AI model releases: OpenAI’s GPT-5.1 and Moonshot AI’s new open-source reasoning model, Kimi K2 Thinking. We discuss user experience and personalization with AI tools and how open-source AI is changing the AI race. Finally, is Microsoft launching full “agentic users” for enterprise? Our experts discuss AI in enterprise—the risks and considerations for both technology and humans. Join host Tim Hwang and panelists Kaoutar El Maghraoui, Aaron Baughman and Mihai Criveti on this week’s Mixture of Experts, to learn more. 

00:00 – Introduction 

1:12 – Anthropic’s data center investment, Tesla’s AI chips, Baidu’s new chips and AI cat robots 

1:59 – GPT-5.1 

12:00 – Kimi K2 Thinking 

21:35 – Microsoft agent users 

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 

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts 

Would you trust a humanoid robot to unload your dishwasher? This week on Mixture of Experts, we revisit 1X NEO, a new humanoid robot, as it finally enters the home, seeking to automate tasks. How far are we from this reality? Next, Japan’s copyright dispute with Sora 2, we discuss how AI training, synthetic data and IP are all impacting AI models. Finally, are there too many AI alliances? Our experts analyze the OpenAI and AWS partnership and what it means for AI infrastructure and multi-cloud strategies. Join host Tim Hwang and panelists Ambhi Ganesan, Ash Minhas and Sandi Besen on this week’s Mixture of Experts. 

00:00 – Intro 

01:10 – Perplexity integrates with Snapchat, Coinbase AI agents, Instacart AI assistants and Google AI chips go to space 

02:16 – 1X NEO humanoid robot 

15:23 – Sora 2 copyright 

26:49 – OpenAI and AWS partnership 

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. 

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts 

Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 

It’s spooky week in AI! This week on our Halloween -edition of Mixture of Experts, we chat about Anthropic’s new billion-dollar TPU deal with Google Cloud. Plus, NVIDIA announces bringing data centers to outer space. Two different approaches to the future of AI compute that our experts discuss. Then, OpenAI released how they’re strengthening ChatGPT’s responses to sensitive conversations. We talk AI governance and AI safety. Finally, we discuss the new paper, Underwriting Superintelligence; would you insure your AGI? Join host Tim Hwang and panelists Chris Hay, Gabe GoodHart and Kate Soule on this week’s Mixture of Experts. 

00:00 – Intro 

01:05 – OpenAI goes for profit, NVIDIA’s worth USD 5 Trn, and Amazon smart glasses 

02:16 – Anthropic TPU announcement 

12:49 – Underwriting Superintelligence 

27:54 – ChatGPT sensitive conversations 

42:14 – NVIDIA Starcloud  

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 

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts 

#Anthropic #AIchip #NVIDIA #AIinfrastructure #AGI 

OpenAI is back and coming for search. This week on Mixture of Experts, we debrief ChatGPT Atlas, OpenAI’s new web browser and the impacts on search. Then, Andrej Karpathy is back with his pessimistic timeline to AGI. Later, we discuss DeepSeek-OCR. Finally, can your AI have brain rot? Join host Tim Hwang and panelists Aaron Baughman, Abraham Daniels and Martin Keen on this week’s Mixture of Experts to find out.

00:00 – Intro

00:55 – Goldman AI, Groq and IBM, Military AI and Uber

02:05 – ChatGPT Atlas

14:23 – Karpathy’s AGI timeline

23:52 – DeepSeek-OCR

34:30 – AI brain rot

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.

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 

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. 

00:00 – Intro 

01:09 – OpenAI and AMD, IBM’s Project Bob, chip diamonds and Peloton's AI Trainers 

02:20 – AgentKit  

13:29 – IBM & Anthropic partnership 

22:49 – Modular manifolds  

31:52 – AI in radiology  

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. 

Read the whitepaper about how IBM and Anthropic are securing enterprise AI architectures →  https://ibm.biz/Bdb4xR  

Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 

Visit the Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts 

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 → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 

Learn more about artificial intelligence → https://www.ibm.com/think/artificial-intelligence 

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts 

Watch the latest episode of the Security Intelligence podcast → https://www.youtube.com/watch?v=mDpUZD1ogEE&list=PLOspHqNVtKABGIbaWP1xYQHbwuXjZwqpH&index=1&t=225s 

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. 

00:00 – Intro 

01:17 – OpenAI's data centers, Alibaba and NVIDIA partnership, IBM Granite Docling and Meta's dating AI assistant

02:23 – Tongyi DeepResearch 

13:12 – Google's AP2 

23:31 – "If Anyone Builds It, Everyone Dies" 

33:50 – AirPods translation feature 

43:49 – NVIDIA invests USD100bn in OpenAI 

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 

Learn more about artificial intelligence → https://www.ibm.com/think/artificial-intelligence 

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts