About this podcast
A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!
Episodes
The newest 20 of 47 episodes
- TR46: AI Mandate of Heaven 2026 · 28 minSo it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.
- TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness · 50 minToday, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.
- TR 43: TR Live with Jeremie from SemiAnalysis · 36 minJeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
- TR42: Beards, Wafer Fabrication Equipment, Claude Code · 56 minIn 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.
- TR41: Mandate of Heaven (Nov 2025 Edition) · 50 minIn 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.
- TR 40: InferenceMAX, Video games, Rare earths · 55 minIn today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.
- TR39: Dylan's "Favorite" Semi Equipment, Intel, China · 51 minUnfortunately 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.
- TR38: H20, GPT-5, Ajinomoto Build-up Film · 1 h 7 minFor 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…
- Episode 37.5: Peak Software w. MechaDylan · 26 minDylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.
- Episode 37: Meta, Bees ... and other stuff · 52 minThe 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 · 1 h 1 minThree of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.
- Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk · 34 minIn 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…
- Episode 34: Huawei, H20, and Tariffs · 37 minIn today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.
- Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave · 50 minIn 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…
- Episode 31: The Boys Make a Space Fab · 43 minDylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.
- Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine · 45 minIn today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.
- Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics · 52 minHappy 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…
- Episode 28: Top 3 Stories of Semiconductors 2024 · 37 minIn today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.
