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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. 

• 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. 

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