• 40 minutes 50 seconds
    TR45: Michelle's Debut!

    Yes TR is back. Welcoming Michelle to Transistor Radio!

    15 May 2026, 2:41 pm
  • 50 minutes 6 seconds
    TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

    Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

    5 March 2026, 11:57 pm
  • 35 minutes 56 seconds
    TR 43: TR Live with Jeremie from SemiAnalysis

    Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

    29 January 2026, 12:38 pm
  • 55 minutes 34 seconds
    TR42: Beards, Wafer Fabrication Equipment, Claude Code

    In today's wonderful episode, Doug, Dylan and Jordan discuss the latest Fabricated Knowledge post and beard hygiene. And Doug tells us about how awesome Claude Code has become.

    8 January 2026, 9:49 am
  • 50 minutes 18 seconds
    TR41: Mandate of Heaven (Nov 2025 Edition)

    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.

    25 November 2025, 2:16 am
  • 55 minutes
    TR 40: InferenceMAX, Video games, Rare earths

    In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

    10 October 2025, 4:39 pm
  • 50 minutes 55 seconds
    TR39: Dylan's "Favorite" Semi Equipment, Intel, China

    Unfortunately we did another episode of Transistor Radio. In today's episode, Dylan, Doug, Jordan, WeiZ of SA, and Jon talk Intel, China, Huawei, and Sora 2.

    1 October 2025, 2:21 am
  • 1 hour 7 minutes
    TR38: H20, GPT-5, Ajinomoto Build-up Film

    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.

    12 August 2025, 8:00 pm
  • 25 minutes 48 seconds
    Episode 37.5: Peak Software w. MechaDylan

    Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.

    10 July 2025, 11:40 pm
  • 51 minutes 50 seconds
    Episode 37: Meta, Bees ... and other stuff

    The topic of today's original episode was unavailable for recording due to conflict reasons so we just talked in circles.

    26 June 2025, 9:34 pm
  • 1 hour 1 minute
    Episode 36: The AI Mandate of Heaven, Slop

    Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.

    3 June 2025, 11:41 pm
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