David Zax hosts Bri Kopecki, Kiyu Gabriel and Derek Robertson on IBM’s Mixture of Experts, followed by an interview with Confluent’s Shawn Falconer.

Nvidia after its founder

  • The panel discusses Jensen Huang’s resignation and the challenge of replacing a founder closely identified with Nvidia. Nvidia confirmed the transition, naming Colette Kress interim CEO.
  • Gabriel points to long-term investments in CUDA, networking and chip interconnects; the panel’s predictions about succession and geopolitics remain speculation.

Creativity and AGI

  • A Claude Fable 5.2 demonstration prompts disagreement over whether an impressive creative output amounts to artificial general intelligence (AGI).
  • Kopecki says production agents still need surrounding software and scaffolding; Gabriel argues that definitions of AGI have shifted as capabilities improve.
  • Robertson values art as a connection between people and questions whether fully AI-generated work offers the same connection. Gabriel describes both mourning hands-on coding and finding new ways to create with models.
  • The panel did not independently test the demonstration or establish what resources went into it.

Current data for agents

  • Falconer describes Streamhouse as a proposed architecture that captures changes from business systems, transforms them into shared representations and makes them queryable.
  • His hotel example: an agent reading stale availability could attempt to book a room already taken in the transactional system.
  • Falconer works for Confluent, which promotes the architecture. Faster data alone does not guarantee consistency or prevent booking races; those require appropriate transactional controls.

“The value of that data changes depending on what the time delay [is] from when you can actually look at it.” — Shawn Falconer