The Circuit
Ben Bajarin and Jay GoldbergA podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 159 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They dissect NVIDIA’s recent push into open-source models... more
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, sup... more
In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of ... more
In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Paul Karazuba discuss the current state of the semiconductor industry, focusing on the impact of tariffs, supply chain challenges, and the shift from copper to fiber in networking. They e... more
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Reviews
- Annoying chips noise
Annoying to hear background noise like the sound of eating chips when trying to focus on the content.
Apple Podcasts1Alabamian Queen80
Irelanda year ago - Best semiconductor podcast
By far the best Semi podcast out there. Whether you’re in finance looking to invest, in the industry looking to improve your market knowledge, or just a tech nerd who wants to stay on the leading edge of the semiconductor value chain: this is a great offering. Ben and Jay are both entertaining and incredibly insightful. Thanks, gents.
Apple Podcasts5Benjamin_W
United States2 years ago - Informative and Attractive
Thank you so much for creating these podcasts. I have learned a lot about the chip industry. As learn more, I am more open to investing. If I may, you both have very handsome voices. Do you accessorize? Have you ever considered a clever hat or snappy suspenders? Both can be exhilarating! Keep up the great work!
Apple Podcasts5JoebagofdonutsUnited States2 years ago - Great for us new guys
I’ve been looking for a podcast to build my knowledge on the industry as I’m one of the newer recruits. The podcasts are easy to follow and packed with information, I would love to see more back to the basics episodes!
Apple Podcasts5y is ever nickname takenUnited States3 years ago - Truly valuable and easy to digest
Thanks for such a good podcast…not with wild takes but measured, balanced views that are followed up with simple explanations and arguments
Apple Podcasts5C35hanssoloUnited States3 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #174 |  United Kingdom/Technology |
Apple Podcasts | #44 |  Belgium/Technology |
Apple Podcasts | #129 | Ireland/Technology |
Apple Podcasts | #180 |  India/Technology |
Apple Podcasts | #192 |  Israel/Technology |
Apple Podcasts | #221 |  Brazil/Technology |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
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Frequently Asked Questions About The Circuit
What is The Circuit about and what kind of topics does it cover?
This podcast focuses on the semiconductor industry, discussing market trends, earnings reports, and technological advancements. It covers a wide array of topics including capital expenditures, the performance of key companies like Intel and NVIDIA, and the impact of artificial intelligence on the market. Episodes feature insights on the competitive landscape among major players, from cloud computing demands to supply chain constraints, making it a valuable resource for those interested in technology and investment opportunities within the semiconductor space. Unique discussions on economic bubbles and cyclical industry trends highlight the podcast's thorough examination of the sector's complexities.
Listeners can expect to gain in-depth kn... more
Where can I find podcast stats for The Circuit?
Rephonic provides a wide range of podcast stats for The Circuit. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Circuit and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Circuit get?
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What are the audience demographics for The Circuit?
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How many subscribers and views does The Circuit have?
To see how many followers or subscribers The Circuit has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Circuit?
These podcasts share a similar audience with The Circuit:
1. Dwarkesh Podcast
2. The a16z Show
3. Business Breakdowns
4. Odd Lots
5. Capital Allocators – Inside the Institutional Investment Industry
How many episodes of The Circuit are there?
The Circuit launched 3 years ago and published 159 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 The Circuit?
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Where can I see ratings and reviews for The Circuit?
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How do I access podcast episode transcripts for The Circuit?
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What guests have appeared on The Circuit?
Recent guests on The Circuit include:
1. Paul Karazuba
2. Benedict Evans
3. Michael Cunningham
4. Patrick McGee
5. Amir Panush
6. Michelle Johnston
7. Simi Sherman
8. Jordan Schneider
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.