Transistor Radio
Doug Dylan Jon Jordan
A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!
Episodes
Mentioned books
Oct 16, 2023 • 50min
Episode 13: Is AI the Fiber Bubble All Over Again?
Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.
Oct 2, 2023 • 36min
Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic
In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. And Doug asks if anyone is actually using Github Copilot.
Sep 25, 2023 • 58min
Episode 11: Jon Y of Asianometry Joins Transistor Radio
Doug, Dylan, and Jon talk about Huawei and various other topics
Apr 28, 2023 • 48min
Episode 10: Jon from Asianometry joins to Talk TSMC Earnings
Doug, Dylan, and Jon talk about the TSMC earnings result.
Apr 21, 2023 • 38min
Episode 9: Why AWS will miss the next wave of Cloud
Dylan and Doug talk about why Amazon will miss the next wave in cloud computing
5 snips
Apr 5, 2023 • 36min
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide
Learn about the structure of a data center network, different types of networking cards and switches, and various kinds of optics. Explore the advancements in networking speed, form factor, and the role of transceivers. Understand the significance of DSP in networking and the debate between linear direct drive and DSP technology. Discover Google's clever solution to switching and their focus on energy efficiency, scalability, and networking strategy.
Feb 21, 2023 • 33min
Episode 7: Where are we in the Inventory Cycle?
Doug and Dylan talk about the inventory cycle and where we are versus history.
Feb 14, 2023 • 34min
Episode 6: Intel Should Cut the Dividend, Memory Market Overview
Doug and Dylan talk about Intel and why they should cut the dividend
We talk about memory spending and industry structure
Nov 3, 2022 • 30min
Episode 5: Export Controls and the US / China Economic War
Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls.
Jun 30, 2022 • 48min
Episode 4: Backside Power and CXL
Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.
