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

1 tim 8 min•12 augusti 2025

For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. In today's episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.

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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
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
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Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk
•34 min

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