{"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 Stocks Are Falling Despite Record Spending","slug":"why-ai-stocks-are-falling-despite-record-spending","published_at":"2026-06-08T07:31:59+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-ai-stocks-are-falling-despite-record-spending","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-0038.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0038.mp3","summary":"Despite companies pouring hundreds of billions into AI infrastructure, AI hardware and software stocks are getting crushed. Lucas and Luna unpack the disconnect: record capex from hyperscalers, yet NVIDIA is down 8.5% in a week and Palantir has lost 15.6%. They explore the rise of inference costs eating margins, the shift to smaller models, and what this means for investors. Plus, the hosts discuss how listener support keeps the podcast ad-free. #AIStocks #NVIDIA #Palantir #TechSelloff #InferenceCosts #AIInfrastructure #Capex #Hyperscalers #SmallModels #Tokenpocalypse #ARMHoldings #Broadcom #AMD #TechCrunch #FexingoBusiness #BusinessPodcast #Technology #ArtificialIntelligence Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Despite companies pouring hundreds of billions into AI infrastructure, AI hardware and software stocks are getting crushed. Lucas and Luna unpack the disc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":449,"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-stocks-are-falling-despite-record-spending/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-stocks-are-falling-despite-record-spending.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}