TR 43: TR Live with Jeremie from SemiAnalysis

29/1/2026

Transistor Radio

0:00

35:56

Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

Otros episodios de "Transistor Radio"

TR 43: TR Live with Jeremie from SemiAnalysis
hace un día
35:56
Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
TR42: Beards, Wafer Fabrication Equipment, Claude Code
8/1/2026
55:34
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.
No te pierdas ningún episodio de “Transistor Radio”. Síguelo en la aplicación gratuita de GetPodcast.
TR41: Mandate of Heaven (Nov 2025 Edition)
25/11/2025
50:18
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.
TR 40: InferenceMAX, Video games, Rare earths
10/10/2025
55:00
In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.
TR39: Dylan's "Favorite" Semi Equipment, Intel, China
1/10/2025
50:55
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.
TR38: H20, GPT-5, Ajinomoto Build-up Film
12/8/2025
1:07:43
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.
Episode 37.5: Peak Software w. MechaDylan
10/7/2025
25:48
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
26/6/2025
51:50
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
3/6/2025
1:01:25
Three 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
29/5/2025
34:13
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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TR 43: TR Live with Jeremie from SemiAnalysis

Transistor Radio

Otros episodios de "Transistor Radio"

TR 43: TR Live with Jeremie from SemiAnalysis

TR42: Beards, Wafer Fabrication Equipment, Claude Code

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