Mixture of Experts

India's USD $200B AI hub & Claude builds C compiler

Mixture of Experts

Show Notes

Visit Mixture of Experts podcast page to get more AI content → https://ibm.biz/BdpsYq

Do AI agents still need humans? This week on Mixture of Experts, guest host Matt Kosinski from Security Intelligence is joined by Mihai Criveti, Martin Keen and Kush Varshney.

First, we unpack Google and DeepMind’s massive USD 200B AI infrastructure investment in India— “The Biggest AI Infrastructure Deal in History.” Is this about sovereignty, geography, or something else entirely? Next, Anthropic researcher Nicholas Carlini used Claude to build a fully operational 100,000-line C compiler autonomously. Our experts debate whether this is impressive or inevitable, and what it means for human developers. Then, a sobering reality check: 36% of AI agent skills contain security vulnerabilities. Finally, as IT leaders question AI ROI, we discuss the shift from “how” to “how much” and whether value-based pricing could change everything. All that and more on this week’s Mixture of Experts.

00:00 – Introduction 1:22 – Google’s USD 200B AI infrastructure deal in India 7:54– Claude builds a C compiler autonomously 26:25 – Security vulnerabilities in AI agent skills 39:44– The AI ROI problem: Measuring value vs. cost

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.

Learn more about AI agent vulnerabilities → https://ibm.biz/BdpsYf

More from Mixture of Experts

Oct 23, 2026

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts What happens when an AI model can copy itself onto the devices in yout hoome?

Oct 16, 2026

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts This week on Mixture of Experts, host David Zax is joined by Kaoutar El Maghraoui, Nick Gallagher, and Volkmar Uhlig. First, Microsoft, OpenAI, Perplexity, and Cloudflare follow TypeSafe’s Jev in building decision models, a new category of AI built to make fast, scored judgments. The panel debates whether these models are truly new or a more efficient application of existing technology, and whether better-calibrated confidence scores can help address the overconfidence problem in LLMs. Next, a new study finds that teams of AI agents can cost two to five times more than a single agent without consistently delivering better results. The panel discusses when multiple agents are worth the added cost and complexity. Finally, Anthropic updates its usage policy to prohibit “sustained and needless abusive or cruel behavior” toward its models, raising a bigger question: Is this about protecting AI, shaping human behavior, or something else entirely? The panel considers the ethical implications and whether the policy could also be a marketing play.

Oct 9, 2026

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

Oct 2, 2026

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

Sep 25, 2026

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

See all episodes →