August 21, 202627 min
TR46: AI Mandate of Heaven 2026
So it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.
Episodes
47
Latest episode
Aug 2026
Language
EN
About the show
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!
Listen to episodes
May 15, 202640 min
TR45: Michelle's Debut!
Yes TR is back. Welcoming Michelle to Transistor Radio!
March 5, 202650 min
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.
January 29, 202635 min
TR 43: TR Live with Jeremie from SemiAnalysis
Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
January 8, 202655 min
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.
November 25, 202550 min
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.
October 10, 202555 min
TR 40: InferenceMAX, Video games, Rare earths
In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.
October 1, 202550 min
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.
August 12, 20251 hr 7 min
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.
July 10, 202525 min
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.
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