Transistor Radio

32 Episodes

1. Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic

   Published: 10/2/2023
2. Episode 11: Jon Y of Asianometry Joins Transistor Radio

   Published: 9/25/2023
3. Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

   Published: 4/28/2023
4. Episode 9: Why AWS will miss the next wave of Cloud

   Published: 4/21/2023
5. Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

   Published: 4/5/2023
6. Episode 7: Where are we in the Inventory Cycle?

   Published: 2/21/2023
7. Episode 6: Intel Should Cut the Dividend, Memory Market Overview

   Published: 2/14/2023
8. Episode 5: Export Controls and the US / China Economic War

   Published: 11/3/2022
9. Episode 4: Backside Power and CXL

   Published: 6/30/2022
10. Episode 3: Geopolitics and Semiconductors

    Published: 3/21/2022
11. Episode 2: Intel's Investor Day

    Published: 2/21/2022
12. Episode 1: TSMC's Q4 2021 Earnings

    Published: 1/28/2022