Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

Transistor Radio

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תוכן מסופק על ידי Doug Dylan Jon. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Doug Dylan Jon או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

State Secrets: Inside The Making Of The Electric State

1
The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

לפני 6 weeks21:04

הפעל מאוחר יותר

רשימות

לייק

אהבתי

21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

לפני שנתיים 35:33

MP3•בית הפרקים

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

34 פרקים

#Tech #Doug Dylan

Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

Transistor Radio

13 subscribers

published לפני שנתיים

שתפו

MP3•בית הפרקים

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

34 פרקים

#Tech #Doug Dylan

כל הפרקים

1
Episode 34: Huawei, H20, and Tariffs 37:17

לפני 10 hours37:17

37:17

In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.

1
Episode 33: Tariff Sadness 49:43

לפני 10 ימים49:43

49:43

Sorry about the weird intro, I got cut off.

1
Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave 50:04

לפני 23 ימים50:04

50:04

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

1
Episode 31: The Boys Make a Space Fab 42:41

לפני 9 weeks42:41

42:41

Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.

1
Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine 44:30

לפני 10 weeks44:30

44:30

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.

1
Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics 51:34

לפני 15 weeks51:34

51:34

Happy new year, every one. In tonight's unhinged episode, Dylan recounts a wild Christmas. We talk Deepseek V3 and dispel several misunderstandings. We discuss Al Pastor and its differences with shawarma. And close with microplastics.

1
Episode 28: Top 3 Stories of Semiconductors 2024 36:52

לפני 21 weeks36:52

36:52

In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

1
Episode 27: Intel, Nuclear, and China WFE 39:19

לפני 24 weeks39:19

39:19

Another episode of Transistor Radio. We continue to worsen the show's quality to make it more fun for all of you guys. We talk about Intel, nuclear reactors and China WFE.

1
Episode 26: Nuclear, Samsung 39:08

לפני 27 weeks39:08

39:08

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?

1
Episode 25: Intel, Oracle and AI 42:51

לפני 30 weeks42:51

42:51

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

1
Episode 24: Nvidia Delays, Japan Carry Trade, and Intel 42:34

לפני 36 weeks42:34

42:34

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

1
Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched 51:01

לפני 42 weeks51:01

51:01

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

1
Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs 41:55

לפני 46 weeks41:55

41:55

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

1
Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion 47:42

לפני 50 weeks47:42

47:42

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.

1
Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem 31:21

לפני 51 weeks31:21

31:21

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).

Transistor Radio

1
Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions 44:46

לפני 1 year44:46

44:46

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.

Transistor Radio

1
Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles 59:47

לפני 1 year59:47

59:47

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.

Transistor Radio

1
Episode 17: High-NA EUV, Semiconductor Bears 39:42

לפני 1 year39:42

39:42

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

Transistor Radio

1
Episode 16: The Coming Automotive Semiconductor Downturn 37:43

לפני 1 year37:43

37:43

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.

Transistor Radio

1
Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography 43:20

לפני 1 year43:20

43:20

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

Transistor Radio

1
Episode 14: Revised China Chip Controls - ChinaTalk Crossover 54:02

לפני 1 year54:02

54:02

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

Transistor Radio

1
Episode 13: Is AI the Fiber Bubble All Over Again? 50:14

לפני 2 years50:14

50:14

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

Transistor Radio

1
Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic 35:32

לפני 2 years35:32

35:32

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.

Transistor Radio

1
Episode 11: Jon Y of Asianometry Joins Transistor Radio 57:52

לפני 2 years57:52

57:52

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

Transistor Radio

1
Episode 10: Jon from Asianometry joins to Talk TSMC Earnings 48:17

לפני 2 years48:17

48:17

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

Transistor Radio

1
Episode 9: Why AWS will miss the next wave of Cloud 37:52

לפני 2 years37:52

37:52

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

Transistor Radio

1
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide 35:33

לפני 2 years35:33

35:33

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

Transistor Radio

1
Episode 7: Where are we in the Inventory Cycle? 32:42

לפני 2 years32:42

32:42

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

Transistor Radio

1
Episode 6: Intel Should Cut the Dividend, Memory Market Overview 34:20

לפני 2 years34:20

34:20

Doug and Dylan talk about Intel and why they should cut the dividend We talk about memory spending and industry structure

Transistor Radio

1
Episode 5: Export Controls and the US / China Economic War 29:36

לפני 2 years29:36

29:36

Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls.

Transistor Radio

1
Episode 4: Backside Power and CXL 48:21

לפני 3 years48:21

48:21

Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.

Transistor Radio

1
Episode 3: Geopolitics and Semiconductors 34:46

לפני 3 years34:46

34:46

Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors. In particular Neon gas really isn't a crisis - listen for more!

Transistor Radio

1
Episode 2: Intel's Investor Day 53:01

לפני 3 years53:01

53:01

Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals.

Transistor Radio

1
Episode 1: TSMC's Q4 2021 Earnings 59:42

לפני 3 years59:42

59:42

Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes well for the entire semiconductor industry.

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Transistor Radio « » Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

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Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide