{"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 ASML and Applied Materials Surged While Nvidia Stalled","slug":"why-asml-and-applied-materials-surged-while-nvidia-stalled","published_at":"2026-06-12T10:26:45+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-asml-and-applied-materials-surged-while-nvidia-stalled","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-0046.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0046.mp3","summary":"While Nvidia has barely moved in the past five trading days, semiconductor equipment makers ASML and Applied Materials have surged 15% and 22% respectively. Lucas and Luna drill into what this divergence says about the AI investment cycle: the market is looking past GPU scarcity and betting on the next wave of chip manufacturing capacity. They discuss ASML's extreme ultraviolet lithography monopoly, Applied Materials' materials engineering moat, and why the equipment segment might have more room to run than the chip designers themselves. Packed with specific numbers and a forward-looking thesis you won't hear on the evening news. #ASML #AppliedMaterials #Nvidia #SemiconductorEquipment #AIHardware #ChipManufacturing #EUVLithography #Technology #Investing #CapitalExpenditure #SupplyChain #FexingoBusiness #BusinessPodcast #TechPodcast #MarketAnalysis #Semiconductors #EquipmentMakers #AIInfrastructure Keep every episode free: buymeacoffee.com/fexingo","meta_description":"While Nvidia has barely moved in the past five trading days, semiconductor equipment makers ASML and Applied Materials have surged 15% and 22% respectivel…","key_points":[],"chapters":[],"topics":[],"duration_seconds":503,"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-asml-and-applied-materials-surged-while-nvidia-stalled/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-asml-and-applied-materials-surged-while-nvidia-stalled.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}