{"podcast":{"title":"The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models","slug":"the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011","podcast_index_feed_id":7872011,"rss_url":"https://feeds.fexingo.com/business/the-ai-podcast.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/the-ai-podcast/cover.png","author":"Fexingo","episode_count":104,"summary":"Lucas and Luna dissect the week in artificial intelligence — not the hype, but the actual models, benchmarks, and deployment decisions shaping the industry. Each episode anchors on a specific paper, product launch, or policy move: from Mixture-of-Experts architecture changes to EU AI Act enforcement, from OpenAI's governance restructuring to open-weight model licensing battles. They compare LLM benchmark scores across reasoning, coding, and multilingual tasks, examine inference cost curves per million tokens, and trace how foundation model competition affects downstream startups. Lucas, a journalist covering tech policy, brings the regulatory and competitive landscape; Luna, an ML engineer turned product lead, presses on technical tradeoffs and real-world performance. Together they avoid speculation and focus on data: what the latest Nvidia GPU cluster means for training efficiency, why a particular transformer variant reduced latency by 40%, or how retrieval-augmented generation changes enterprise search ROI. The show serves engineers, product managers, and investors who need to separate signal from noise in AI. If you want to understand why one billion-parameter model beats anot…","last_synced_at":"2026-07-11T14:18:53.849941+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011"},"episode":{"title":"Super Micro Computer Stock Down 36 Percent in Five Days","slug":"super-micro-computer-stock-down-36-percent-in-five-days","published_at":"2026-06-10T19:51:49+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/super-micro-computer-stock-down-36-percent-in-five-days","show_page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011","url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0043.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0043.mp3","summary":"Super Micro Computer's stock has plunged 36 percent in five trading days, wiping out billions in market cap. Lucas and Luna dissect what's behind the crash: a combination of regulatory filing delays, margin compression from AI server competition, and the broader semiconductor sell-off in June 2026. They discuss Super Micro's reliance on Nvidia GPUs, the impact of Dell and Hewlett Packard Enterprise gaining share in AI servers, and why the company's liquid-cooling technology may not be enough to reverse the slide. The episode also touches on what Super Micro's troubles signal for the AI hardware ecosystem and whether the sell-off is overdone or the beginning of a longer correction. Packed with specific numbers and context including Super Micro's price-to-earnings ratio relative to peers and the company's delayed 10-K filing. #SuperMicroComputer #SMCI #AIHardware #StockCrash #Semiconductors #Nvidia #Dell #HewlettPackardEnterprise #LiquidCooling #DataCenters #Earnings #10KFiling #MarginCompression #AIStocks #SellOff #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Super Micro Computer's stock has plunged 36 percent in five trading days, wiping out billions in market cap. Lucas and Luna dissect what's behind the cras…","key_points":[],"chapters":[],"topics":[],"duration_seconds":476,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/episodes/super-micro-computer-stock-down-36-percent-in-five-days/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/super-micro-computer-stock-down-36-percent-in-five-days.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}