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Transistor Radio

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

45 min•6 februari 2025

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.

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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

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