Doug, Dylan, and Jon talk about the TSMC earnings result.

Transistor Radio

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

In today&#39;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.

TR41: Mandate of Heaven (Nov 2025 Edition)

In today&#39;s episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

TR 40: InferenceMAX, Video games, Rare earths

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.

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

For the second episode in a row, Dylan doesn&#39;t make it through an episode of Transistor Radio. In today&#39;s episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.

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

Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.

Episode 37.5: Peak Software w. MechaDylan

The topic of today&#39;s original episode was unavailable for recording due to conflict reasons so we just talked in circles.

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

Three of the Transistor Four are together today. In today&#39;s episode we discuss NSF funding, the AI Mandate of Heaven, and slop.

Episode 36: The AI Mandate of Heaven, Slop

In today&#39;s episode of Transistor Radio, we don&#39;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.

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

In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.

Episode 34: Huawei, H20, and Tariffs

Sorry about the weird intro, I got cut off.

Episode 33: Tariff Sadness

Technologies

A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors! 