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

Update: 2025-08-12

Description

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.

Comments

In Channel

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

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

2024-05-2841:55

00:00

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

#box-pro-ellipsis-176349569155938{-webkit-line-clamp:2;}TR38: H20, GPT-5, Ajinomoto Build-up Film

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

Doug Dylan Jon Jordan

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