{"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":"The Quiet War Over AI Chip Memory Bandwidth","slug":"the-quiet-war-over-ai-chip-memory-bandwidth","published_at":"2026-06-23T08:06:42+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/the-quiet-war-over-ai-chip-memory-bandwidth","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-0068.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0068.mp3","summary":"Everyone focuses on compute—teraflops, H100s, GB200s. But the real bottleneck in AI inference right now is memory bandwidth: how fast the chip can feed data to those compute cores. Lucas and Luna dive into HBM3E, the race between SK hynix, Samsung, and Micron, and why ASML and chip equipment stocks may be the real winners. They look at the numbers: AMD up just 0.8% this week while Micron surged 11.3% and ASML rose 1.9%. The episode explores why bandwidth matters more than raw FLOPS for inference workloads, how HBM is evolving, and what this means for long-term AI infrastructure investing. #AI #ArtificialIntelligence #Technology #Investing #Semiconductors #Memory #HBM #Micron #ASML #AMD #NVDA #NVIDIA #Inference #ChipDesign #TechStocks #FexingoBusiness #BusinessPodcast #AIHardware Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Everyone focuses on compute—teraflops, H100s, GB200s. But the real bottleneck in AI inference right now is memory bandwidth: how fast the chip can feed da…","key_points":[],"chapters":[],"topics":[],"duration_seconds":439,"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/the-quiet-war-over-ai-chip-memory-bandwidth/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/the-quiet-war-over-ai-chip-memory-bandwidth.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}