Transistor Radio

Latest Episodes:

Episode 27: Intel, Nuclear, and China WFE Oct 30, 2024

Show notes

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.

Episode 26: Nuclear, Samsung Oct 09, 2024

Show notes

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?

Episode 25: Intel, Oracle and AI Sep 17, 2024

Show notes

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

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel Aug 07, 2024

Show notes

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

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched Jun 29, 2024

Show notes

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

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs May 28, 2024

Show notes

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

Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion May 02, 2024

Show notes

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.

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem Apr 24, 2024

Show notes

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).

Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions Apr 03, 2024

Show notes

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.

Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles Feb 01, 2024

Show notes

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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected