TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

5/3/2026

Transistor Radio

0:00

50:06

Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

Otros episodios de "Transistor Radio"

TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness
5/3/2026
50:06
Today, 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
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Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
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TR42: Beards, Wafer Fabrication Equipment, Claude Code
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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.
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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.
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Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.

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TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

Transistor Radio

Otros episodios de "Transistor Radio"

TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

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