The panel discusses the shifting AI hardware landscape as Oracle and OpenAI bet on AMD, challenging Nvidia's dominance. They also analyze a US government report on the risks of the DeepSeek model, debate the viability of Reflection AI's new $2B open-source venture, and dissect the story of a VC fund replacing analysts with AI agents.
AI advocate Michelle Frost and consultant Hannes Lowette discuss the complex ethical landscape of AI development. They cover the value alignment problem, balancing competing values like accuracy versus fairness, the impact of recent US regulatory changes, and market disruptions from innovations like Deep Seek, ultimately calling for individual and corporate accountability to develop AI responsibly.