Transistor Radio

Episoder

• 
  TR45: Michelle's Debut! 15.05.2026 40min

  Yes TR is back. Welcoming Michelle to Transistor Radio!
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  TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness 05.03.2026 50min

  Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.
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  TR 43: TR Live with Jeremie from SemiAnalysis 29.01.2026 35min

  Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
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  TR42: Beards, Wafer Fabrication Equipment, Claude Code 08.01.2026 55min

  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.
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  TR41: Mandate of Heaven (Nov 2025 Edition) 25.11.2025 50min

  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.
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  TR 40: InferenceMAX, Video games, Rare earths 10.10.2025 55min

  In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.
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  TR39: Dylan's "Favorite" Semi Equipment, Intel, China 01.10.2025 50min

  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.
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  TR38: H20, GPT-5, Ajinomoto Build-up Film 12.08.2025 1t 7min

  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.
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  Episode 37.5: Peak Software w. MechaDylan 10.07.2025 25min

  Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.
• 
  Episode 37: Meta, Bees ... and other stuff 26.06.2025 51min

  The topic of today's original episode was unavailable for recording due to conflict reasons so we just talked in circles.
• 
  Episode 36: The AI Mandate of Heaven, Slop 03.06.2025 1t 1min

  Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.
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  Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk 29.05.2025 34min

  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.
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  Episode 34: Huawei, H20, and Tariffs 18.04.2025 37min

  In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.
• 
  Episode 33: Tariff Sadness 08.04.2025 49min

  Sorry about the weird intro, I got cut off.
• 
  Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave 26.03.2025 50min

  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.
• 
  Episode 31: The Boys Make a Space Fab 14.02.2025 42min

  Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.
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  Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine 06.02.2025 44min

  In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.
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  Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics 04.01.2025 51min

  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.
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  Episode 28: Top 3 Stories of Semiconductors 2024 26.11.2024 36min

  In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.
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  Episode 27: Intel, Nuclear, and China WFE 30.10.2024 39min

  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.