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Every weekday, Lucas and Luna examine how artificial intelligence is reshaping enterprise operations, from model architectures to deployment strategies. Lucas, a journalist who has covered technology for a decade, brings the latest earnings reports from Nvidia and Microsoft, funding rounds for Anthropic and Mistral, and regulatory filings from Brussels and Washington. Luna, his co-host with a background in product management, presses him on what these moves mean for a CTO evaluating a multi-cloud AI stack or a procurement officer weighing an OpenAI versus open-source solution. They dissect the actual numbers: inference costs per million tokens, GPU utilization rates at AWS, and the revenue multiples the market assigns to pure-play AI companies. Each episode grounds the hype in quarterly statements, analyst notes, and published white papers. Whether the topic is agentic workflows, retrieval-augmented generation, or the latest transformer variant, Lucas and Luna avoid hype and focus on the trade-offs a decision-maker would face. They name the companies, quote the executives, and cite the benchmarks—all from public sources. The listener walks away not with a prediction, but with a clearer map of the forces driving enterprise AI adoption. Can a legacy Fortune 500 company actually integrate large language models without rebuilding its entire data architecture? Lucas and Luna speak to that tension every day.
Unknown Host hosts AI Business with Fexingo: Artificial Intelligence Companies, Models, and Enterprise Adoption.
Lucas and Luna examine the AI hardware selloff gripping June 2026. Broadcom and ARM are down over 16% in five days, NVIDIA lost eight and a half percent, and Super Micro Computer dropped eleven percent. The hosts connect
Lucas and Luna dig into the sharp declines in AI hardware stocks in early June 2026 — NVIDIA down 8% in five days, AMD off 7.7%, and Arm dropping over 16%. They explore three structural reasons: the shift from custom sil
This episode of AI Business with Fexingo explores a counterintuitive trend in the AI industry: former competitors are teaming up to build the next generation of models. Lucas and Luna break down the economics behind this
In this episode of AI Business with Fexingo, Lucas and Luna examine Palantir's 9.7% stock drop over five days in early June 2026, wiping out roughly $10 billion in market cap. They dig into why the market is suddenly pun
Lucas and Luna examine an overlooked shift in the AI business landscape: the sudden obsession with gross margins. As AI model commoditization accelerates, companies like NVIDIA, Broadcom, and Super Micro Computer are see
Episode 29 of AI Business with Fexingo examines the growing divergence between AI hardware stocks and big tech shares as of June 2026. Lucas and Luna analyze data showing ARM Holdings up 24% in a week, Broadcom up 14%, w
Uber capped employee AI spending after blowing through its budget in just four months. Lucas and Luna break down what happened, why it's not a sign of AI disillusionment, and what it reveals about the real cost of enterp
Lucas and Luna break down the latest surge in AI hardware stocks, with a spotlight on SMCI, ARM, and AVGO. They discuss the shift from training to inference driving demand for custom chips, the data center buildout, and
Alphabet just announced plans to raise $80 billion for its AI infrastructure buildout. Lucas and Luna break down what that staggering number actually buys — data centers, GPUs, networking, power — and why it signals a sh
As of June 1, 2026, AI hardware and semiconductor stocks are seeing massive gains: Palantir up 19.2%, Broadcom up 9%, and Super Micro up 28.8% in just five days. In this episode, Lucas and Luna unpack what's driving the
Episode 24 of AI Business with Fexingo: Lucas and Luna unpack the accelerating shift from custom-built AI models to third-party APIs, using live market data—Broadcom up 7.9% in five days, AMD surging 10.4%—as a signal. T
Lucas and Luna dive into a growing concern in AI circles: model accuracy improvements are slowing even as companies pour more compute into training. They discuss recent benchmarks showing GPT-5's accuracy gains over GPT-
Lucas and Luna explore how the AI model market is rapidly commoditizing, with major implications for enterprise buyers and investors. Drawing on recent market moves—SoftBank's €75 billion French data center bet, Meta's r
GitHub Copilot just switched to token-based billing, and developers are furious. Lucas and Luna break down why the new pricing model sparked so much backlash, what it means for enterprise AI adoption, and how Microsoft i
Episode 20 of AI Business with Fexingo dives into the growing trend of developers refusing to code without AI assistance. Lucas and Luna discuss a recent TechCrunch headline about coders who feel AI tools are indispensab
Episode 19 of AI Business with Fexingo dives into a quietly tectonic shift in enterprise AI: the retreat from custom model building. Lucas and Luna unpack why companies like JPMorgan and Walmart are abandoning in-house m
Episode 18 of AI Business with Fexingo looks at the paradox hitting enterprise AI in mid-2026: companies are slashing AI budgets even as total spending climbs. Lucas and Luna dig into a new data point from Gartner showin
Episode 17 of AI Business with Fexingo. Lucas and Luna explore why Paris has quietly emerged as the most important AI hub outside Silicon Valley. They break down the ecosystem's secret sauce: a deep bench of elite math t
A Google engineer is charged with insider trading after allegedly making $1.2 million on Polymarket using confidential AI launch data. Lucas and Luna explore how this case exposes the weak compliance controls inside Big
Lucas and Luna explore the disconnect between massive AI startup funding rounds and the slow pace of real enterprise adoption. They discuss today's news that AI coding startup Cognition raised $1 billion at a $25 billion
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AI Business with Fexingo: Artificial Intelligence Companies, Models, and Enterprise Adoption is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
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