Transistor Radio

Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

In today's wonderful episode, Doug, Dylan and Jordan discuss the latest Fabricated Knowledge post and beard hygiene. And Doug tells us about how awesome Claude Code has become.

In today's episode, Doug, Dylan, Jordan, and Wei discuss who now has the AI Mandate of Heaven and then compare the AI bubble to the railroads.

In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

Unfortunately we did another episode of Transistor Radio. In today's episode, Dylan, Doug, Jordan, WeiZ of SA, and Jon talk Intel, China, Huawei, and Sora 2.

For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. In today's episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.

Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.

The topic of today's original episode was unavailable for recording due to conflict reasons so we just talked in circles.

Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.

In today's episode of Transistor Radio, we don't talk about Nvidia earnings but instead talk about what the CFO is wearing before Jordan and Dylan go back and forth on the Middle East chips deals.

In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.

Sorry about the weird intro, I got cut off.

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.

Happy new year, every one. In tonight's unhinged episode, Dylan recounts a wild Christmas. We talk Deepseek V3 and dispel several misunderstandings. We discuss Al Pastor and its differences with shawarma. And close with microplastics.

In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

Another episode of Transistor Radio. We continue to worsen the show's quality to make it more fun for all of you guys. We talk about Intel, nuclear reactors and China WFE.

Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got messed and I had to recover from cloud recording. In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry over Intel

I am traveling today so I don't have my regular mic. Dylan podcasted from bed, but Doug is in tip top form. In this episode, we talk about overheated semicap, the cracked AI programmers in China, that new Etched chip, and nuclear reactors again

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and egg farming. Updated for some desynced audio and normalized the audio levels

In today's episode, we talk AMD earnings and massive capital expenditure raises by the tech giants. Oh and in the middle, we talk about AI-powered baby cradles.

In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body Problem (which two of us don't remember).

In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dylan ponder how Intel can get all the money it needs. And Jordan feels fear in a podcast that does not do any post-editing.

In today's VERY unhinged episode, Doug and Dylan briefly talk about ASML and Intel earnings before pivoting to their true desires - the stainless steel vacuum water bottle industry. Listen to the end for the worst joke of all time.

In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.

We are still alive. In this episode of Transistor Radio, Doug is reveling in the downfall of the automotive semiconductor industry. We also talk about our favorite cars.

In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings, and Doug declares it spooky earnings season. Oh yeah, AND NOT INVESTMENT ADVICE

We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.

Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.

In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. And Doug asks if anyone is actually using Github Copilot.

Doug, Dylan, and Jon talk about Huawei and various other topics

Doug, Dylan, and Jon talk about the TSMC earnings result.

Dylan and Doug talk about why Amazon will miss the next wave in cloud computing

We talk about the entire data center networking stack, how it all works, and the big news at OFC, Linear Direct Drive

Doug and Dylan talk about the inventory cycle and where we are versus history. 

Doug and Dylan talk about Intel and why they should cut the dividend We talk about memory spending and industry structure

Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls. 

Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors. 

Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors. In particular Neon gas really isn't a crisis - listen for more! 

Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals. 

Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes well for the entire semiconductor industry.