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Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

51 min•29 juni 2024

I am traveling today so I don't have my regular mic. Dylan podcasted from bed, but Doug is in tip top form. In this episode, we talk about overheated semicap, the cracked AI programmers in China, that new Etched chip, and nuclear reactors again

Fler avsnitt av Transistor Radio

TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

5 mars•50 min

TR 43: TR Live with Jeremie from SemiAnalysis

29 jan.•36 min

TR42: Beards, Wafer Fabrication Equipment, Claude Code

8 jan.•56 min

TR41: Mandate of Heaven (Nov 2025 Edition)

25 nov. 2025•50 min

TR 40: InferenceMAX, Video games, Rare earths

10 okt. 2025•55 min

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

1 okt. 2025•51 min

TR38: H20, GPT-5, Ajinomoto Build-up Film

12 aug. 2025•1 tim 8 min

Episode 37.5: Peak Software w. MechaDylan

10 juli 2025•26 min

Episode 37: Meta, Bees ... and other stuff

26 juni 2025•52 min

Episode 36: The AI Mandate of Heaven, Slop

3 juni 2025•1 tim 1 min

Transistor Radio med Doug Dylan Jon Jordan finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.