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Transistor Radio
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Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

45 min•3 april 2024

In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dylan ponder how Intel can get all the money it needs. And Jordan feels fear in a podcast that does not do any post-editing.

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TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness
•50 min
TR 43: TR Live with Jeremie from SemiAnalysis
•36 min
TR42: Beards, Wafer Fabrication Equipment, Claude Code
•56 min
TR41: Mandate of Heaven (Nov 2025 Edition)
•50 min
TR 40: InferenceMAX, Video games, Rare earths
•55 min
TR39: Dylan's "Favorite" Semi Equipment, Intel, China
•51 min
TR38: H20, GPT-5, Ajinomoto Build-up Film
•1 tim 8 min
Episode 37.5: Peak Software w. MechaDylan
•26 min
Episode 37: Meta, Bees ... and other stuff
•52 min
Episode 36: The AI Mandate of Heaven, Slop
•1 tim 1 min

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