Transistor Radio

Doug Dylan Jon Jordan

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!

Play

Open in

21 episodes
Avg 45 min
English

Episodes 21

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

August 21 · 27 min
TR46: AI Mandate of Heaven 2026
So it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.
May 15 · 40 min
TR45: Michelle's Debut!
Yes TR is back. Welcoming Michelle to Transistor Radio!
March 5 · 50 min
TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness
Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.
January 29 · 35 min
TR 43: TR Live with Jeremie from SemiAnalysis
Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
January 8 · 55 min
TR42: Beards, Wafer Fabrication Equipment, Claude Code
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.
Nov 25, 2025 · 50 min
TR41: Mandate of Heaven (Nov 2025 Edition)
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.
Oct 10, 2025 · 55 min
TR 40: InferenceMAX, Video games, Rare earths
In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.
Oct 1, 2025 · 50 min
TR39: Dylan's "Favorite" Semi Equipment, Intel, China
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.
Aug 12, 2025 · 1 hr 7 min
TR38: H20, GPT-5, Ajinomoto Build-up Film
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.
Jul 10, 2025 · 25 min
Episode 37.5: Peak Software w. MechaDylan
Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.
Jun 26, 2025 · 51 min
Episode 37: Meta, Bees ... and other stuff
The topic of today's original episode was unavailable for recording due to conflict reasons so we just talked in circles.
Jun 3, 2025 · 1 hr 1 min
Episode 36: The AI Mandate of Heaven, Slop
Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.
May 29, 2025 · 34 min
Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk
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.
Apr 18, 2025 · 37 min
Episode 34: Huawei, H20, and Tariffs
In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.
Apr 8, 2025 · 49 min
Episode 33: Tariff Sadness
Sorry about the weird intro, I got cut off.
Mar 26, 2025 · 50 min
Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave
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.
Feb 14, 2025 · 42 min
Episode 31: The Boys Make a Space Fab
Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.
Feb 6, 2025 · 44 min
Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine
In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.
Jan 4, 2025 · 51 min
Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics
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.
Nov 26, 2024 · 36 min
Episode 28: Top 3 Stories of Semiconductors 2024
In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

Showing 1–20 of 21 episodes