Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

26/3/2025

Transistor Radio

0:00

50:04

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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Sorry about the weird intro, I got cut off.

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Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

Transistor Radio

Otros episodios de "Transistor Radio"

TR41: Mandate of Heaven (Nov 2025 Edition)

TR 40: InferenceMAX, Video games, Rare earths

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

TR38: H20, GPT-5, Ajinomoto Build-up Film

Episode 37.5: Peak Software w. MechaDylan

Episode 37: Meta, Bees ... and other stuff

Episode 36: The AI Mandate of Heaven, Slop

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

Episode 34: Huawei, H20, and Tariffs

Episode 33: Tariff Sadness