Transistor Radio

Dylan, Doug, and Jon dive into the fascinating world of fabricating chips in space and the crucial role Taiwan plays in the semiconductor industry. They share a humorous take on K-dramas and explore the complexities of YouTube's algorithms. The discussion flows to innovative cooling techniques and the future of space manufacturing. A whimsical idea about recycling water in space sparks laughter, while geopolitical energy dynamics capture attention, shedding light on European energy trends and investment opportunities.

Discover the latest on Google's surprising earnings and its ambitious AI direction, complete with a dash of past missteps. Dive into the competitive landscape of AI labs, rating leaders like OpenAI, Google, and Meta through the lens of quirky anecdotes. Explore the rise of AI agents revolutionizing daily tasks, alongside China's tech surge and the witty parallels to historical colonialism. Finally, ponder Apple's future as Tim Cook’s leadership faces challenges and innovation takes center stage, all wrapped in humor and intrigue.

Delve into a wild Christmas adventure filled with laughter and personal stories. Discover the fascinating world of Deepseek V3 and its role in the evolving AI landscape. Engage in a hilarious culinary debate comparing Al Pastor and shawarma, examining their cultural roots. Finally, tackle the pressing issue of microplastics and their impact on our environment. It's a blend of humor, culture, and insightful discussions that will leave you both entertained and informed!

Delve into the exciting world of 2024's semiconductor landscape! The hosts engage in a humorous take on industry acquisitions and share personal stories about work-life balance. Discover the surprising revival of American manufacturing and hear about Samsung's challenges amid leadership changes. Explore the impact of AI on market dynamics and the notable rise of companies like NVIDIA. Finally, discuss how political shifts could reshape the industry, with a nod to Taiwan's essential role in manufacturing.

Humor takes center stage as the speakers lampoon Intel's ongoing struggles with its delayed 18A technology. Insights into the semiconductor industry reveal how Chinese manufacturing impacts global competitiveness. They humorously tie semiconductor challenges to nuclear power, addressing project management and regulatory hurdles. The camaraderie shines through playful banter, with amusing anecdotes from their group chat. They also delve into industry dynamics, touching on AMD and NVIDIA, and lament the intricate landscape of compliance in tech sales.

Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got messed and I had to recover from cloud recording. In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry over Intel

The hosts discuss overheated semicap, cracked AI programmers in China, the new Etched chip, and nuclear reactors. They delve into semiconductor industry trends, investment concerns, Huawei Ascend AI chip, Western vs Chinese chip development approaches, small modular reactors, and advantages of nuclear power.

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and egg farming. Updated for some desynced audio and normalized the audio levels