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The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

By: Fexingo
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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 another on MMLU but fails on GSM8K, or how the cost of fine-tuning a LLaMA 3 variant compares to using GPT-4o, this is the conversation you overhear. Because in AI, the details matter more than the demos. #ArtificialIntelligence #MachineLearning #LLM #DeepLearning #TransformerModels #AIEthics #Benchmarks #GPUs #OpenSourceAI #NaturalLanguageProcessing #ComputerVision #AIPolicy #StartupAI #FexingoBusiness #BusinessPodcast #Technology #DailyPodcast #AIPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • Why AI Chip Stocks Are Crashing While Equipment Makers Rally

    Why AI Chip Stocks Are Crashing While Equipment Makers Rally
    Jun 29 2026
    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
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    9 mins
  • When AI Falls Short Ford Rehires Gray Beard Engineers

    When AI Falls Short Ford Rehires Gray Beard Engineers
    Jun 28 2026
    Lucas and Luna explore a surprising paradox: Ford is rehiring veteran engineers after discovering that AI-driven design tools couldn't replicate decades of real-world manufacturing intuition. They unpack the TechCrunch report from June 28, 2026, and connect it to broader signals in the tech sector — including a 9.9% weekly drop in the SOXX semiconductor index. Is this a one-off or a warning for AI-optimism across industries? The hosts discuss the limits of AI when it meets messy physical reality and what this means for corporate R&D strategy. #AI #Ford #GrayBeardEngineers #Manufacturing #TechCrunch #Semiconductors #SOXX #Engineering #AIOverhype #Inference #Automation #Workforce #Technology #BusinessPodcast #FexingoBusiness #AIAdoption #IndustrialAI #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Inside the AI Chip Selloff A Sector in Motion

    Inside the AI Chip Selloff A Sector in Motion
    Jun 28 2026
    On this episode of The AI Podcast, Lucas and Luna break down the sharp selloff in AI chip stocks on Friday, June 26, 2026, with NVDA dropping 7.7% in five days and ARM falling 18%. They examine the divergence between soaring AI demand and falling chip stock prices, the rotation from pure-play AI to diversified industrials, and what the ASML and Applied Materials data says about real-cycle investment. Lucas argues this is a cyclical recalibration, not a bubble burst, drawing on historical analogies to the 1999 internet selloff. Luna pushes back on the narrative of a 'correction of the correction,' highlighting the Arm and Qualcomm weakness as a potential structural shift in mobile AI. The hosts also discuss the role of supply chain diversification and government CHIPS Act spending as a floor for equipment makers. The episode closes with a look at what earnings season will reveal about AI's true profitability. #AIChips #Selloff #NVIDIA #AMD #ARM #Semiconductors #ASML #AppliedMaterials #ChipStocks #StockMarket #Investing #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #MarketAnalysis #CHIPSAct #SupplyChain Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
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