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Transistor Radio
Teknologi

Episode 7: Where are we in the Inventory Cycle?

33 min•21 februari 2023

Doug and Dylan talk about the inventory cycle and where we are versus history. 

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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

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