Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

Update: 2024-04-24

Description

In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body Problem (which two of us don't remember).

Comments

In Channel

TR41: Mandate of Heaven (Nov 2025 Edition)

2025-11-2550:18

TR 40: InferenceMAX, Video games, Rare earths

2025-10-1055:00

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

2025-10-0150:55

TR38: H20, GPT-5, Ajinomoto Build-up Film

2025-08-1201:07:43

Episode 37.5: Peak Software w. MechaDylan

2025-07-1025:48

Episode 37: Meta, Bees ... and other stuff

2025-06-2651:50

Episode 36: The AI Mandate of Heaven, Slop

2025-06-0301:01:25

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

2025-05-2934:13

Episode 34: Huawei, H20, and Tariffs

2025-04-1837:17

Episode 33: Tariff Sadness

2025-04-0849:43

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

2025-03-2650:04

Episode 31: The Boys Make a Space Fab

2025-02-1442:41

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

2025-02-0644:30

Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

2025-01-0451:34

Episode 28: Top 3 Stories of Semiconductors 2024

2024-11-2636:52

Episode 27: Intel, Nuclear, and China WFE

2024-10-3039:19

Episode 26: Nuclear, Samsung

2024-10-0939:08

Episode 25: Intel, Oracle and AI

2024-09-1742:51

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

2024-08-0742:34

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

2024-06-2951:01

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Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

#box-pro-ellipsis-176689637426463{-webkit-line-clamp:2;}Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

Doug Dylan Jon Jordan

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem