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Transistor Radio

TR41: Mandate of Heaven (Nov 2025 Edition)

50 min•25 november 2025

In today's episode, Doug, Dylan, Jordan, and Wei discuss who now has the AI Mandate of Heaven and then compare the AI bubble to the railroads.

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

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

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

29 maj 2025•34 min

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