Jensen Huang exits NVIDIA & does Claude Fable 5.2 count as AGI?

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Who can replace a founder like Jensen Huang?

This week on Mixture of Experts, host David Zax is joined by Derek Robertson, Bri Kopecki and Kiyu Gabriel.

First, NVIDIA CEO Jensen Huang resigns after more than three decades leading a company whose long-term investments helped shape the AI industry. The panel discusses whether the long-term bets Huang made, from CUDA to high-bandwidth networking, can keep NVIDIA ahead without him.

Next, Anthropic releases Claude Fable 5.2, renewing questions about artificial general intelligence (AGI). A surprising demonstration of the model leads the panel into a debate about human creativity. If AI-generated art makes you feel something, does it matter who—or what—created it?

Finally, a special one-on-one conversation examines Confluent's Streamhouse announcement and what access to real-time business data could mean for AI agents.

0:00 – Intro

01:02 – Jensen Huang resigns from NVIDIA

09:57 – Claude Fable 5.2 & what counts as AGI

28:16 – What is a Streamhouse & why it matters

All that and more on Mixture of Experts.

"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. AI tools may be used to transcribe this episode and support selected stages of the production process. All AI-assisted content is reviewed by the production team before publication."