TR41: Mandate of Heaven (Nov 2025 Edition)

TR 40: InferenceMAX, Video games, Rare earths

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

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

Episode 37.5: Peak Software w. MechaDylan

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

Episode 36: The AI Mandate of Heaven, Slop

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

Episode 34: Huawei, H20, and Tariffs

Episode 33: Tariff Sadness

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

Episode 31: The Boys Make a Space Fab

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

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

Episode 28: Top 3 Stories of Semiconductors 2024

Episode 27: Intel, Nuclear, and China WFE

Episode 26: Nuclear, Samsung

Episode 25: Intel, Oracle and AI

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

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