
TR41: Mandate of Heaven (Nov 2025 Edition)
25/11/2025 | 50min
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.

TR 40: InferenceMAX, Video games, Rare earths
10/10/2025 | 55min
In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

TR39: Dylan's "Favorite" Semi Equipment, Intel, China
01/10/2025 | 50min
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.

TR38: H20, GPT-5, Ajinomoto Build-up Film
12/8/2025 | 1h 7min
For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. In today's episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.

Episode 37.5: Peak Software w. MechaDylan
10/7/2025 | 25min
Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.



Transistor Radio