TR45: Michelle's Debut!

15/5/2026

Transistor Radio

0:00

40:50

Yes TR is back. Welcoming Michelle to Transistor Radio!

Otros episodios de "Transistor Radio"

TR46: AI Mandate of Heaven 2026
21/8/2026
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So it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.
TR45: Michelle's Debut!
15/5/2026
40:50
Yes TR is back. Welcoming Michelle to Transistor Radio!
No te pierdas ningún episodio de “Transistor Radio”. Síguelo en la aplicación gratuita de GetPodcast.
TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness
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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.
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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TR39: Dylan's "Favorite" Semi Equipment, Intel, China
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TR38: H20, GPT-5, Ajinomoto Build-up Film
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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.
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Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.

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TR45: Michelle's Debut!

Transistor Radio

Otros episodios de "Transistor Radio"

TR46: AI Mandate of Heaven 2026

TR45: Michelle's Debut!

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