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

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

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

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.

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

Sorry about the weird intro, I got cut off.

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.

Happy new year, every one. In tonight's unhinged episode, Dylan recounts a wild Christmas. We talk Deepseek V3 and dispel several misunderstandings. We discuss Al Pastor and its differences with shawarma. And close with microplastics.

In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.