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Transistor Radio
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Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

31 min•24 april 2024

In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body Problem (which two of us don't remember).

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TR 43: TR Live with Jeremie from SemiAnalysis
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TR42: Beards, Wafer Fabrication Equipment, Claude Code
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TR41: Mandate of Heaven (Nov 2025 Edition)
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TR 40: InferenceMAX, Video games, Rare earths
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TR39: Dylan's "Favorite" Semi Equipment, Intel, China
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TR38: H20, GPT-5, Ajinomoto Build-up Film
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