Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got messed and I had to recover from cloud recording.

In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry over Intel

I am traveling today so I don't have my regular mic. Dylan podcasted from bed, but Doug is in tip top form. In this episode, we talk about overheated semicap, the cracked AI programmers in China, that new Etched chip, and nuclear reactors again

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and egg farming.

Updated for some desynced audio and normalized the audio levels

In today's episode, we talk AMD earnings and massive capital expenditure raises by the tech giants. Oh and in the middle, we talk about AI-powered baby cradles.

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).

In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dylan ponder how Intel can get all the money it needs. And Jordan feels fear in a podcast that does not do any post-editing.

In today's VERY unhinged episode, Doug and Dylan briefly talk about ASML and Intel earnings before pivoting to their true desires - the stainless steel vacuum water bottle industry. Listen to the end for the worst joke of all time.

In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.