
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 be... more
| Publishes | Daily | Episodes | 84 | Founded | a month ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

While AI chip stocks have been volatile, equipment makers like Applied Materials are surging. Lucas and Luna explore why the semiconductor capital equipment sector is outperforming, with Applied Materials up nearly 23% in the past week and ASML gaini... more
On this episode of The AI Podcast, Lucas and Luna dig into a striking divergence in the AI sector: while big chip names like Nvidia and AMD have seen mixed performance, equipment makers ASML and Applied Materials are up double digits over the past we... more
Lucas and Luna dive into the rise of 'vibe coding' — AI-assisted coding that lets non-engineers build software by describing what they want in plain language. They explore why startup Base44 just launched its own model, what Chamath Palihapitiya's $1... more
The AI chip trade used to move as one block. Not anymore. In this episode, Lucas and Luna break down the surprising divergence between chipmakers and equipment suppliers, using Applied Materials' 18.6% weekly surge and Lam Research's 10.7% gain as a ... more
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... more
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 ... more
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 chi... more
Lucas and Luna unpack the shift from text-only AI to multimodal models that see, hear, and generate images. They anchor on the latest release from Anthropic — the Mythos model — which processes text, images, and audio natively. The hosts discuss how ... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #207 | |
Apple Podcasts | #119 |









Listeners, social reach, demographics and more for this podcast.
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The show centers on the latest in artificial intelligence, focusing on concrete models, benchmarks, and deployment decisions rather than hype. Episodes explore topics like sophisticated model architectures, benchmark performance across reasoning and coding tasks, inference cost curves, and practical tradeoffs for enterprise AI adoption. The hosts are data-driven and policy-aware, often contrasting real-world performance with theoretical claims, and they frequently discuss governance, licensing, and the economics of AI tooling. A standout angle is the way episodes tie technical detail to business impact—such as how latency reductions, cost per query, or retrieval-augmented generation can improve enterprise ROI and product decisions. Overall,... more
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this podcast launched a month ago and published 84 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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