Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

from ChinaTalk · host Jordan Schneider

Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together. 01:00 AI Mandate--OpenAI slipping 19:03 Dylan sells TSMC on AI better than sama 24:17 Doug teaches a lesson on railroad bubbles and ai 32:30 Sarah Friar fails up 35:17 Zohran-Trump Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Nov 25, 2025

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Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

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