Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 25 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
Google's Cloud Next 2026 keynote? Fire. 🔥
The TPU is now two chips instead of one — 8t for training, 8i for inference — but more interestingly, it's two scale-up networking topologies too.
Austin Lyons (Chipstrat) and Vik Sekar (Vik's Newsletter) ... more
Matt Steiner, VP of Monetization Infrastructure, Ranking & AI Foundations at Meta, walks through how Meta's ad system actually works, and why the infrastructure behind it differs from what you'd build for LLMs.
We cover Andromeda (retrieval on a cus... more
Austin and Vik discuss Credo's acquisition of Dust Photonics, XPO as the new standard for scale-out (maybe instead of CPO?) and some thoughts about Nuvacore entering the CPU scene for agentic AI.
Gavin Baker's tweet: x.com/GavinSBaker/status... more
In this episode, Austin and Vik discuss if Intel is finally back with CPU partnerships with Google, and heterogeneous inference with SambaNova, while market cap soars above $300B. Vik tries to get his OpenClaw instance to dream every night.
Chapters... more
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Reviews
- Amazing Amazing! 🩶👾
Semi Doped has quickly become my absolute favorite due to its insightful and well-researched content, including detailed interviews with industry experts and comprehensive analysis of current trends.
I always learn something new from every episode, thanks to the clear explanations that make even the most complex topics accessible and understandable.
Thanks so much, Vik and Austin, for all the hard work! Your effort truly means a lot. 🚀🚀
Apple Podcasts5Overclocked Espresso
United States2 months ago - Best thing to listen if you’re into tech and semiconductor space
Thankyou. Absolutely and wholeheartedly love your show. Both your Substack are joy to read. Every. Single. Time.
With gratitude 🙏
Apple Podcasts5Iuy123
India3 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #192 | United States/Technology |
Apple Podcasts | #116 |  Canada/Technology |
Apple Podcasts | #242 |  United Kingdom/Technology |
Apple Podcasts | #58 |  Italy/Technology |
Apple Podcasts | #136 |  Australia/Technology |
Apple Podcasts | #178 |  Germany/Technology |
Talking Points
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Frequently Asked Questions About Semi Doped
What is Semi Doped about and what kind of topics does it cover?
A technology-focused show about the business and engineering of semiconductors and AI hardware. Episodes center on memory dynamics, multi-vendor silicon strategies, data-center AI infrastructure, and the economics of owning versus renting hardware, with nuanced takes on interconnects, optics, and accelerator ecosystems. Hosts mix market analysis, technical debates, and anecdotes from field deployments and startups, often exploring open-source and compiler software questions alongside hardware architecture. The format often features high-level industry outlooks, practical implications for engineers and executives, and guest perspectives from chip designers and researchers, making it valuable for both industry professionals and investors seek... more
Where can I find podcast stats for Semi Doped?
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How many listeners does Semi Doped get?
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What are the audience demographics for Semi Doped?
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How many subscribers and views does Semi Doped have?
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Which podcasts are similar to Semi Doped?
These podcasts share a similar audience with Semi Doped:
1. Cheeky Pint
2. Monetary Matters with Jack Farley
3. The MAD Podcast with Matt Turck
4. No Priors: Artificial Intelligence | Technology | Startups
5. SemiAnalysis Weekly
How many episodes of Semi Doped are there?
Semi Doped launched 4 months ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Semi Doped?
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Where can I see ratings and reviews for Semi Doped?
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What guests have appeared on Semi Doped?
Recent guests on Semi Doped include:
1. Reiner Pope
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.