DiscoverChinaTalkTransistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble
Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Update: 2025-11-25
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Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together.


01:00 AI Mandate--OpenAI slipping


19:03 Dylan sells TSMC on AI better than sama


24:17 Doug teaches a lesson on railroad bubbles and ai


32:30 Sarah Friar fails up


35:17 Zohran-Trump


Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf



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Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Jordan Schneider