{"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 Decoupling From Each Other","slug":"why-ai-chip-stocks-are-decoupling-from-each-other","published_at":"2026-06-25T20:19:03+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-decoupling-from-each-other","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-0073.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0073.mp3","summary":"Lucas and Luna break down the striking divergence in AI chip stocks as of June 2026. While Applied Materials is up 8% in a week and Micron hits new highs, ARM has plunged 21% and NVIDIA dropped 7%. They explore why semiconductor equipment makers are outperforming chip designers, the shift from training to inference, and what the SOXX index's 2% drop masks. A focused look at market structure that explains today's winners and losers in AI hardware. #AI #Semiconductors #ChipStocks #AppliedMaterials #Micron #ARM #NVIDIA #SOXX #SemiconductorEquipment #AIHardware #Inference #Technology #FexingoBusiness #BusinessPodcast #StockMarket #Investing #ChipIndustry #MarketDivergence Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna break down the striking divergence in AI chip stocks as of June 2026. While Applied Materials is up 8% in a week and Micron hits new highs,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":424,"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-decoupling-from-each-other/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-decoupling-from-each-other.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}