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

01/10/2025

Transistor Radio

0:00

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.

D'autres épisodes de "Transistor Radio"

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
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In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.
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TR39: Dylan's "Favorite" Semi Equipment, Intel, China
01/10/2025
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
12/08/2025
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
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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
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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
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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
29/05/2025
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.
Episode 34: Huawei, H20, and Tariffs
18/04/2025
37:17
In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.
Episode 33: Tariff Sadness
08/04/2025
49:43
Sorry about the weird intro, I got cut off.

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

Transistor Radio

D'autres épisodes 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