エピソード

  • Episode 34: Huawei, H20, and Tariffs
    2025/04/18

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

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    37 分
  • Episode 33: Tariff Sadness
    2025/04/08

    Sorry about the weird intro, I got cut off.

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    50 分
  • Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave
    2025/03/26

    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.

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    50 分
  • Episode 31: The Boys Make a Space Fab
    2025/02/14

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

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    43 分
  • Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine
    2025/02/06

    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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    45 分
  • Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics
    2025/01/04

    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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    52 分
  • Episode 28: Top 3 Stories of Semiconductors 2024
    2024/11/26

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

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    37 分
  • Episode 27: Intel, Nuclear, and China WFE
    2024/10/30

    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.

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    39 分