LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations
Jan. 20, 2025, 8:41 p.m.
Episode 101 Part 2: Digging into TSMC Earnings
Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
Jan. 14, 2025, 8:41 p.m.
Episode 99: Semis Outlook for 2025 - Bullishness Remains
Jan. 5, 2025, 8:41 p.m.
Episode 98: 2024 Semi Recap and Outlook Into 2025
Dec. 21, 2024, 8:41 p.m.
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
Dec. 14, 2024, 8:41 p.m.
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
Dec. 6, 2024, 8:41 p.m.
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
Nov. 25, 2024, 8:41 p.m.
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Nov. 18, 2024, 8:41 p.m.
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
Nov. 11, 2024, 8:41 p.m.
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
Nov. 4, 2024, 8:41 p.m.
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
Oct. 29, 2024, 8:41 p.m.
Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
Oct. 24, 2024, 8:41 p.m.
Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
Oct. 19, 2024, 8:41 p.m.
Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
Oct. 6, 2024, 7:49 p.m.
Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
Sept. 30, 2024, 6:01 p.m.
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
Sept. 23, 2024, 5:10 a.m.
Episode 85: OpenAI leaves AI Silicon in the Dust
Sept. 16, 2024, 1:51 a.m.
Episode 84: Apple's Technology and AI
Sept. 10, 2024, 11:02 p.m.
Episode 83: The Earnings Heard Round the World (NVDA)
Sept. 3, 2024, 8:44 p.m.
Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
Aug. 26, 2024, 3:56 a.m.
Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design
Aug. 20, 2024, 1:22 a.m.
Episode 79: Not Your Grandfathers Data Center
Aug. 15, 2024, 10:40 p.m.
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Aug. 2, 2024, 6:42 p.m.
Episode 77: Asia Semis Tour
July 30, 2024, 5:31 p.m.