{"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":"Why AI Chip Stocks Are Crashing While Equipment Makers Rally","slug":"why-ai-chip-stocks-are-crashing-while-equipment-makers-rally","published_at":"2026-06-29T08:21:13+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-ai-chip-stocks-are-crashing-while-equipment-makers-rally","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-0080.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0080.mp3","summary":"On June 29, 2026, the AI chip trade is in turmoil. NVIDIA is down 7.7% over five days, AMD off 5.4%, and the SOXX semiconductor index has dropped nearly 10%. Yet equipment makers like Applied Materials are only down 2.1%, and ASML fell 7% — less than the chip designers. Lucas and Luna unpack the decoupling: hyperscalers are slowing their GPU purchases, but they're still building out fabs and buying lithography tools for the next generation. They explore whether this is a rotation within AI infrastructure or the beginning of a broader capex slowdown. The conversation also covers the surprising resilience of Microsoft, which is actually up 1.5% this week, and what it signals about the changing nature of AI spending — from training to inference and from GPUs to custom silicon. #AI #Semiconductors #NVIDIA #AMD #ASML #AppliedMaterials #Microsoft #SOXX #ChipStocks #EquipmentMakers #AIInfrastructure #CapexCycle #Technology #FexingoBusiness #BusinessPodcast #AIStocks #SemiconductorEquipment #MarketRotation Keep every episode free: buymeacoffee.com/fexingo","meta_description":"On June 29, 2026, the AI chip trade is in turmoil. NVIDIA is down 7.7% over five days, AMD off 5.4%, and the SOXX semiconductor index has dropped nearly 1…","key_points":[],"chapters":[],"topics":[],"duration_seconds":536,"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/why-ai-chip-stocks-are-crashing-while-equipment-makers-rally/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/why-ai-chip-stocks-are-crashing-while-equipment-makers-rally.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}