The Circuit
Ben Bajarin and Jay GoldbergA podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 144 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | TechnologyBusiness | |||
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Latest Episodes
The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech i... more
This episode argues that today’s AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to comp... more
The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its c... more
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs, particularly in the enterprise sector, and the imp... more
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- Annoying chips noise
Annoying to hear background noise like the sound of eating chips when trying to focus on the content.
Apple Podcasts1Alabamian Queen80
Ireland10 months 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 Statesa year 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 States2 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 States2 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #63 |  Israel/Technology |
Apple Podcasts | #75 |  Taiwan/Technology |
Apple Podcasts | #206 |  Switzerland/Technology |
Talking Points
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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?
Focused on the evolving landscape of the semiconductor industry, this podcast presents insightful discussions about the challenges and opportunities facing major players like Nvidia, Intel, and AMD. Episodes feature detailed analyses of earnings reports, geopolitical issues affecting the market, and technological advancements that shape the future of AI and semiconductors. With hosts who are knowledgeable and engaging, the content caters to both industry professionals and tech enthusiasts, making complex topics accessible and relevant. Notably, the series emphasizes the intricacies of government involvement in tech policies and market dynamics, alongside discussions on emerging technologies and strategies from leading companies.
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. BG2Pod with Brad Gerstner and Bill Gurley
3. Sharp Tech with Ben Thompson
4. a16z Podcast
5. Odd Lots
How many episodes of The Circuit are there?
The Circuit launched 3 years ago and published 144 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?
Rephonic pulls ratings and reviews for The Circuit from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Circuit?
Rephonic provides full transcripts for episodes of The Circuit. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on The Circuit?
Recent guests on The Circuit include:
1. Michael Cunningham
2. Patrick McGee
3. Amir Panush
4. Michelle Johnston
5. Simi Sherman
6. Jordan Schneider
7. Forrest Norrod
8. Scott Best
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.