{"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 Micron Stock Dropped 14 Percent in a Week","slug":"why-micron-stock-dropped-14-percent-in-a-week","published_at":"2026-07-03T20:34:42+00:00","page_url":"https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-micron-stock-dropped-14-percent-in-a-week","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-0089.mp3","audio_url":"https://audio.fexingo.com/business/the-ai-podcast/episode-0089.mp3","summary":"Micron Technology shares fell 13.8% in the five trading days ending July 3, 2026, making it the worst performer in the PHLX Semiconductor Index. Lucas and Luna dig into what moved — and what didn't. They trace the selloff to a single analyst note questioning HBM4 timelines, contrast Micron's plunge with NVIDIA's resilience, and examine why the memory cycle might be turning even as AI demand grows. Along the way they talk about HBM stack yields, the difference between a cyclical and a secular story, and why the market may be pricing in a slower HBM ramp. Specific numbers, specific dates, no hot takes. #Micron #MU #HBM #MemoryChips #Semiconductors #AIHardware #NVIDIA #SOXX #StockMarket #Technology #FexingoBusiness #BusinessPodcast #TheAIPodcast #ChipStocks #EarningsCycle #AnalystNotes #HBM4 #MarketSelloff Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Micron Technology shares fell 13.8% in the five trading days ending July 3, 2026, making it the worst performer in the PHLX Semiconductor Index. Lucas and…","key_points":[],"chapters":[],"topics":[],"duration_seconds":674,"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-micron-stock-dropped-14-percent-in-a-week/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-micron-stock-dropped-14-percent-in-a-week.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}