OpenAI, Oracle & AMD shake up AI
50 min•17 oktober 2025
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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.
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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