TR42: Beards, Wafer Fabrication Equipment, Claude Code | Jan 8, 2026 | 00:55:34 | Transcribed |
TR41: Mandate of Heaven (Nov 2025 Edition) | Nov 25, 2025 | 00:50:18 | Transcribed |
TR 40: InferenceMAX, Video games, Rare earths | Oct 10, 2025 | 00:55:00 | Not Started |
TR39: Dylan's "Favorite" Semi Equipment, Intel, China | Oct 1, 2025 | 00:50:55 | Not Started |
TR38: H20, GPT-5, Ajinomoto Build-up Film | Aug 12, 2025 | 01:07:43 | Not Started |
Episode 37.5: Peak Software w. MechaDylan | Jul 10, 2025 | 00:25:48 | Not Started |
Episode 37: Meta, Bees ... and other stuff | Jun 26, 2025 | 00:51:50 | Not Started |
Episode 36: The AI Mandate of Heaven, Slop | Jun 3, 2025 | 01:01:25 | Not Started |
Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk | May 29, 2025 | 00:34:13 | Not Started |
Episode 34: Huawei, H20, and Tariffs | Apr 18, 2025 | 00:37:17 | Not Started |
Episode 33: Tariff Sadness | Apr 8, 2025 | 00:49:43 | Not Started |
Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave | Mar 26, 2025 | 00:50:04 | Not Started |
Episode 31: The Boys Make a Space Fab | Feb 14, 2025 | 00:42:41 | Not Started |
Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine | Feb 6, 2025 | 00:44:30 | Not Started |
Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics | Jan 4, 2025 | 00:51:34 | Not Started |
Episode 28: Top 3 Stories of Semiconductors 2024 | Nov 26, 2024 | 00:36:52 | Not Started |
Episode 27: Intel, Nuclear, and China WFE | Oct 30, 2024 | 00:39:19 | Not Started |
Episode 26: Nuclear, Samsung | Oct 9, 2024 | 00:39:08 | Not Started |
Episode 25: Intel, Oracle and AI | Sep 17, 2024 | 00:42:51 | Not Started |
Episode 24: Nvidia Delays, Japan Carry Trade, and Intel | Aug 7, 2024 | 00:42:34 | Not Started |
Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched | Jun 29, 2024 | 00:51:01 | Not Started |
Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs | May 28, 2024 | 00:41:55 | Not Started |
Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion | May 2, 2024 | 00:47:42 | Not Started |
Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem | Apr 24, 2024 | 00:31:21 | Not Started |
Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions | Apr 3, 2024 | 00:44:46 | Not Started |
Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles | Feb 1, 2024 | 00:59:47 | Not Started |
Episode 17: High-NA EUV, Semiconductor Bears | Jan 15, 2024 | 00:39:42 | Not Started |
Episode 16: The Coming Automotive Semiconductor Downturn | Jan 10, 2024 | 00:37:43 | Not Started |
Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography | Oct 26, 2023 | 00:43:20 | Not Started |
Episode 14: Revised China Chip Controls - ChinaTalk Crossover | Oct 19, 2023 | 00:54:02 | Not Started |
Episode 13: Is AI the Fiber Bubble All Over Again? | Oct 16, 2023 | 00:50:14 | Not Started |
Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic | Oct 2, 2023 | 00:35:32 | Not Started |
Episode 11: Jon Y of Asianometry Joins Transistor Radio | Sep 25, 2023 | 00:57:52 | Not Started |
Episode 10: Jon from Asianometry joins to Talk TSMC Earnings | Apr 28, 2023 | 00:48:17 | Not Started |
Episode 9: Why AWS will miss the next wave of Cloud | Apr 21, 2023 | 00:37:52 | Not Started |
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide | Apr 5, 2023 | 00:35:33 | Not Started |
Episode 7: Where are we in the Inventory Cycle? | Feb 21, 2023 | 00:32:42 | Not Started |
Episode 6: Intel Should Cut the Dividend, Memory Market Overview | Feb 14, 2023 | 00:34:20 | Not Started |
Episode 5: Export Controls and the US / China Economic War | Nov 3, 2022 | 00:29:36 | Not Started |
Episode 4: Backside Power and CXL | Jun 30, 2022 | 00:48:21 | Not Started |
Episode 3: Geopolitics and Semiconductors | Mar 21, 2022 | 00:34:46 | Not Started |
Episode 2: Intel's Investor Day | Feb 21, 2022 | 00:53:01 | Not Started |
Episode 1: TSMC's Q4 2021 Earnings | Jan 28, 2022 | 00:59:42 | Not Started |