Transistor Radio

Doug Dylan

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. Come learn some more about Semiconductors!

  • 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
  • 34 minutes 13 seconds
    Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

    In today's episode of Transistor Radio, we don't talk about Nvidia earnings but instead talk about what the CFO is wearing before Jordan and Dylan go back and forth on the Middle East chips deals.

    29 May 2025, 12:23 am
  • 37 minutes 17 seconds
    Episode 34: Huawei, H20, and Tariffs

    In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.

    18 April 2025, 6:11 am
  • 49 minutes 43 seconds
    Episode 33: Tariff Sadness

    Sorry about the weird intro, I got cut off.

    8 April 2025, 11:26 am
  • 50 minutes 4 seconds
    Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

    In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

    26 March 2025, 11:01 am
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