Episodes

  • Why AI Companies Are Racing to Go Public Now

    Why AI Companies Are Racing to Go Public Now
    Jun 14 2026
    Lucas and Luna examine the wave of AI companies filing for IPOs in mid-2026, sparked by record private valuations and a frothy market for AI stocks. They discuss the recent IPO of CoreWeave, which popped 22% on its first day, and the upcoming filings from companies like Anthropic and Scale AI. The hosts unpack how the market is pricing these offerings differently than the 2021 SPAC era, and why traditional metrics like revenue growth and path to profitability matter again. Crucially, they explore who else benefits from this IPO rush—venture capital firms, early employees, and the banks underwriting the deals. Lucas notes that while AI hardware stocks like Nvidia and AMD are volatile, the IPO pipeline signals that institutional investors still see long-term value in AI infrastructure and applications. The episode closes with a look at the risks of buying into these IPOs, given the frothy private valuations and the recent pullback in high-growth tech names. #AI #IPO #CoreWeave #Anthropic #ScaleAI #ArtificialIntelligence #VentureCapital #TechStocks #IPORush #AIInfrastructure #PrivateValuations #InstitutionalInvestors #Underwriting #FrothyMarket #RevenueGrowth #Profitability #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • The AI Model That Can Reason Like a Human

    The AI Model That Can Reason Like a Human
    Jun 14 2026
    In episode 50, Lucas and Luna explore the rise of 'reasoning models'—AI systems that don't just generate text but actually think through problems step-by-step. They break down how OpenAI's o1 model works, why it's a paradigm shift from GPT-4, and what it means for everything from coding to drug discovery. They also discuss the costs: o1 is 3x more expensive per token, and inference compute is now the bottleneck. Plus, a look at how Anthropic is pushing back on safety concerns. If you've heard about 'chain-of-thought' reasoning but aren't sure why it matters, this episode gives you the concrete example you need. #OpenAI #ReasoningModels #ChainOfThought #o1 #GPT4 #Anthropic #AIInference #ComputeCosts #AISafety #Coding #DrugDiscovery #Technology #Business #FexingoBusiness #BusinessPodcast #AIPodcast #MachineLearning #LLM Keep every episode free: buymeacoffee.com/fexingo
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    12 mins
  • Why Palantir Is Down 6 Percent This Week

    Why Palantir Is Down 6 Percent This Week
    Jun 13 2026
    Palantir stock dropped 6.2 percent in the five days ending June 13, 2026, even as the broader AI hardware index rose. Lucas and Luna dig into what's behind the divergence: Palantir's reliance on government contracts, the emerging commercial AI software slowdown, and the broader rotation from AI 'picks and shovels' to AI 'applications.' They discuss the new competitive pressure from Microsoft and Amazon in the enterprise AI consulting space, and what Palantir's recent AIPCon announcements reveal about its strategy pivot. Specific numbers and cases throughout, including the 30 percent drop in Super Micro Computer and the contrasting rise in ASML and Applied Materials. #Palantir #PLTR #AIStocks #GovernmentAI #EnterpriseSoftware #StockMarket #AIEarnings #AIInfrastructure #AIPlatform #CommercialAI #Microsoft #Amazon #AIPCon #SuperMicro #ASML #AppliedMaterials #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • Why Apple Intelligence Is Reshaping Enterprise AI Adoption

    Why Apple Intelligence Is Reshaping Enterprise AI Adoption
    Jun 13 2026
    In this episode of The AI Podcast with Fexingo, Lucas and Luna examine how Apple's approach to on-device AI is quietly transforming enterprise adoption. With Apple Intelligence launching across the iPhone and Mac ecosystem, companies are shifting from pure cloud-based AI to hybrid models. The hosts break down what this means for the chip supply chain, referencing recent moves by TSMC and Qualcomm, and discuss why on-device inference might finally unlock AI for regulated industries like healthcare and finance. They also touch on the broader implications for AI stocks, noting the divergence between Nvidia's recent dip and the surge in ASML and Applied Materials as semiconductor equipment demand shifts. A focused, numbers-driven conversation for anyone tracking where enterprise AI spend is heading next. #AppleIntelligence #EnterpriseAI #OnDeviceAI #AISupplyChain #TSMC #Qualcomm #Semiconductors #AIChips #Nvidia #ASML #AppliedMaterials #HybridAI #RegulatedIndustries #TechTrends #AIAdoption #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why AI Hardware Stocks Are Splitting Into Two Markets

    Why AI Hardware Stocks Are Splitting Into Two Markets
    Jun 12 2026
    Episode 47 of The AI Podcast with Fexingo. Lucas and Luna dig into the diverging fortunes of AI hardware stocks in June 2026. While Nvidia has stalled, Applied Materials and Lam Research have surged 15% and 14% respectively this week, and ASML is up 6.5%. The hosts explain why the market is starting to separate AI training from AI manufacturing, and what that shift means for investors. They discuss the growing importance of lithography and deposition equipment as chip complexity rises, and why data center buildout is creating a second wave of demand for semiconductor capital equipment. Plus, they cover Intel's surprising 13% jump on its foundry pivot. Specific numbers, real names, no fluff. #Nvidia #AppliedMaterials #LamResearch #ASML #Intel #AIHardware #Semiconductor #ChipManufacturing #DataCenters #Lithography #EquipmentStocks #Investing #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #June2026 #StockMarket Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why ASML and Applied Materials Surged While Nvidia Stalled

    Why ASML and Applied Materials Surged While Nvidia Stalled
    Jun 12 2026
    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
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    8 mins
  • Intel Stock Surges 18 Percent on AI Foundry Bet

    Intel Stock Surges 18 Percent on AI Foundry Bet
    Jun 11 2026
    Intel's stock jumped 18.8 percent in a single week while most AI hardware stocks fell. Lucas and Luna unpack what's driving the reversal: Intel's new foundry win with a top-three cloud provider, the role of ASML lithography machines in the turnaround, and why Wall Street is re-rating Intel as a manufacturing play rather than a chip designer. They also touch on broader market rotations and what Intel's momentum means for AMD and NVIDIA. #Intel #INTC #AIHardware #Foundry #ASML #ChipManufacturing #Semiconductors #SOXX #AMD #NVIDIA #Technology #Business #FexingoBusiness #BusinessPodcast #StockMarket #AIPodcast #Lithography #ChipStocks Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • Why AI Model Safety Is Now a Public Company Risk

    Why AI Model Safety Is Now a Public Company Risk
    Jun 11 2026
    On this episode of The AI Podcast with Fexingo, Lucas and Luna dig into a moment that the market may be underestimating: xAI was just sued by a former engineer who says he was fired after raising safety concerns about Grok. They connect this to a broader pattern across OpenAI, Google, and Anthropic, and ask whether unaddressed safety blowback is becoming a genuine liability for public AI companies. They also look at the numbers — NVIDIA down, ASML at $1,734, a $900 billion infrastructure bet with no safety protocol — and ask what the cost of ignoring the 'alignment problem' really is. Plus, a brief note on how listener support keeps this show ad-free. #AI #AISafety #xAI #Grok #ElonMusk #Anthropic #OpenAI #GoogleDeepMind #Alignment #Whistleblower #CorporateGovernance #TechRisk #AILawsuits #NVDA #ASML #AIInfrastructure #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 mins