ChatGPT and Beyond with Fexingo · 2026-07-10 · 9 min
Lucas and Luna break down why the price of running AI models - inference - is on the verge of a dramatic drop. With SK Hynix raising $26.5 billion in the biggest foreign IPO in US history and NVIDIA's stock surging 7.9% in the past five days, they connect the dots between memory manufacturing, chip demand, and the economics of deploying AI at scale. They explain how new memory technologies like HBM4 are cutting per-token costs, why inference is becoming the dominant AI workload, and what this means for startups racing to build AI-powered products. If you've wondered whether the AI boom is a bubble or a real shift, this episode gives you a concrete number to watch: the cost of a single inference call. No hype, just the math. #AIInference #NVIDIA #SKHynix #HBM #ChipCosts #LLMOps #AIScale #MemoryTechnology #IPO #Semiconductors #Technology #FexingoBusiness #BusinessPodcast #AIEconomics #StartupStrategy #InferenceCosts #LucasAndLuna #FexingoPodcast Keep every episode free: buymeacoffee.com/fexingo
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