We are still alive. In this episode of Transistor Radio, Doug is reveling in the downfall of the automotive semiconductor industry. We also talk about our favorite cars.

In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings, and Doug declares it spooky earnings season.

Oh yeah, AND NOT INVESTMENT ADVICE

We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.

Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.

In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. And Doug asks if anyone is actually using Github Copilot.

Doug, Dylan, and Jon talk about Huawei and various other topics

Doug, Dylan, and Jon talk about the TSMC earnings result.

Dylan and Doug talk about why Amazon will miss the next wave in cloud computing

We talk about the entire data center networking stack, how it all works, and the big news at OFC, Linear Direct Drive

Doug and Dylan talk about the inventory cycle and where we are versus history.