TR 43: TR Live with Jeremie from SemiAnalysis

Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

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.

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.

In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and 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.

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.

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

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.