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Transistor Radio

Doug Dylan Jon Jordan
Nvidia
Intel
China
Semiconductors
AMD
AI Chips
Semiconductor Manufacturing
TSMC
Export Controls
SMIC
Nuclear Power
Taiwan Semiconductor
High-Na EUV
Samsung
Deepseek
Openai
Automotive Semiconductors
Japan Carry Trade
AI Labs
Mobileye

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!

PublishesMonthlyEpisodes43Founded4 years ago
Number of ListenersCategory
Technology

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Artwork for Transistor Radio

Latest Episodes

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.

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.

In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

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.

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

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Recent Guests

Jordan Schneider
From China Talk, a guest discussing the software landscape
China Talk
Episode: Episode 37.5: Peak Software w. MechaDylan

Hosts

Dylan Patel
Co-host of the show, known for his humor and extensive knowledge of the semiconductor industry.
Jordan Schneider
Co-host known for engaging discussions on semiconductor technology and its societal impact.
Doug
Co-host with a strong background in semiconductor analysis and trends.
John
Co-host contributing to discussions about the interplay between technology and culture.

Reviews

4.6 out of 5 stars from 117 ratings
  • easily the worst thing i’ve ever listened to

    except when they bully jordan

    Apple Podcasts
    5
    highNAgooner
    United States2 months ago
  • I’m rooting for you

    Boosting ratings in hopes that it helps Dylan find a wife

    Apple Podcasts
    5
    Zdd2
    United States4 months ago
  • Complicit listener

    I don’t know why this is my favorite podcast but it is and I lol multiple times an episode. I’m not proud that I like this so much but here we are. Great balance zingers with a pinch of aloha.

    Apple Podcasts
    5
    BS_30
    United States6 months ago
  • Knowledgeable hosts but lacks structure

    Doesn’t feel like the hosts even prep the slightest for the show.

    Apple Podcasts
    4
    mikeye9
    United States8 months ago
  • Homely and compelling semiconductor insights

    A delightfully casual (and free) podcast by the semiconductor mavens at SemiAnalysis, occasionally co-hosted by professional podcaster friend Jordan Schneider.

    Typical topics cover semiconductor manufacturing and research, AI model progress, support infrastructure for high-tech industry build-out, and the technological struggle between leaders in these fields.

    Features disarmingly casual personal moments that provide insights into the hosts’ personal routines and fascination with zeitgeist cur... more

    Apple Podcasts
    5
    ˈlɛnɚd wɔŋ
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listener reviews highlight the show's knowledgeability and casual tone, along with engaging banter among hosts.
Critiques often point to the lack of structure in episodes, mentioning the need for more preparation before discussions.
Many listeners appreciate the blend of humor and insightful commentary on semiconductor technology and related societal issues.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#214
Italy/Technology
Apple Podcasts
#142
New Zealand/Technology
Apple Podcasts
#178
Hong Kong/Technology
Apple Podcasts
#207
United Arab Emirates/Technology
Apple Podcasts
#219
Brazil/Technology
Apple Podcasts
#219
Austria/Technology

Talking Points

Recent interactions between the hosts and their guests.

Episode 37.5: Peak Software w. MechaDylan
Q: What are the implications for incumbents like Salesforce?
While demand for software may increase, it is uncertain if incumbents will capture that market share as smaller, AI-driven solutions emerge.
Episode 37.5: Peak Software w. MechaDylan
Q: Is there a ceiling on how much software the world needs?
The possibility of software saturation exists, particularly if more users start developing their own solutions and bypass traditional software.
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
Q: What are your thoughts on the EDA tool restrictions?
The EDA restrictions have never made any sense, and there's concern about China's capacity to replicate these tools.
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
Q: To what extent do you think someone can or will try to run a truck through that carve out?
It would be significantly harder to make a version for China that performs like current chips.
Episode 16: The Coming Automotive Semiconductor Downturn
Q: How long do you think it'll be?
I think at least two quarters, if not three.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Transistor Radio

What is Transistor Radio about and what kind of topics does it cover?

Focused on the intricacies of semiconductor technology and its broad implications, the content features engaging discussions that intertwine technical insights with personal anecdotes. The episodes frequently explore the competitive landscape of AI and major firms in the tech industry, delving into the evolving dynamics between key players such as NVIDIA, Intel, and various Chinese companies. Notably, the hosts utilize humor and relatable stories to create an engaging atmosphere while tackling topics that range from semiconductor manufacturing to geopolitical impacts on the industry. This unique blend of casual conversation and deep expertise makes the show both educational and entertaining for individuals interested in technology and curre... more

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Which podcasts are similar to Transistor Radio?

These podcasts share a similar audience with Transistor Radio:

1. ChinaTalk
2. Dwarkesh Podcast
3. BG2Pod with Brad Gerstner and Bill Gurley
4. No Priors: Artificial Intelligence | Technology | Startups
5. The a16z Show

How many episodes of Transistor Radio are there?

Transistor Radio launched 4 years ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Transistor Radio?

Recent guests on Transistor Radio include:

1. Jordan Schneider

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