A podcast about the business and market of semiconductors
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Austin Lyons Podcasts
Hosted by Pam Austin, these discussions will feature dialogues with experienced educators, inspiring thought leaders, social media influencers, and leading education innovators.
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Proof of Culture is a podcast dedicated to exploring the people who are driving the culture of web three forward. Hosted by artist and curator Sian Morson, this podcast shines a light on the artists, innovators, and visionaries who bring life to the web three space. With a focus on cultural significance and the power of blockchain, each episode is minted as a digital asset, ensuring that these stories and contributions are immortalized. Join Sian on this cultural revolution and hear from gue ...
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Cinematographers Thomas Terminet and Lorenzo Levrini chat with film industry professionals about cinematography, filmmaking and life. Cinematography-specific episodes and interviews with filmmakers and crew members from all departments.
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William & Mary's rich history of educating leaders continues at the Raymond A. Mason School of Business where today's business leaders learn how to tackle tough business challenges. Whether you are an established executive or an emerging professional, the Raymond A. Mason School of Business is committed to providing you with quality education that offers fresh ideas and new professional skills to give you and your organization a competitive advantage. Our weekly podcast highlights the latest ...
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Radically improve your health, mindset, and relationship with food with Well-Fed Women, hosted by Nutritional Therapy Practitioner and Personal Trainer, Noelle Tarr of coconutsandkettlebells.com. Every week, you’ll get to hear authentic, unfiltered conversations about women's health, nutrition, fitness, mindset, body image, balancing hormones, and stress management. Tune in for a mix of entertaining and down-to-earth interviews with leading experts in health and wellness, and exclusive commu ...
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EP 146: The State of AI Networking with Austin Lyons
49:41
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49:41In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons delve into the evolving landscape of networking, particularly in the context of AI and GPU technologies. They discuss the transition from traditional networking methods to more complex AI-driven networking, the significance of scaling strategies, and the critical role of SerDes in modern …
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Burned Out, Wired, and Tired: Cannabinoids for Nervous System Balance with Joe Sheehey
1:09:39
1:09:39
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1:09:39Stress feels louder, sleep feels harder, and your nervous system is fried. Welcome to midlife! In this episode, Joe Sheehey, founder of Cured Nutrition, breaks down the endocannabinoid system, how it impacts stress and sleep, and why it matters even more for women 35+. We also dive into exactly how to tinker with CBD, CBN, and microdosing THC in a …
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Ep 148: All the Happenings from CES 2026!
58:34
58:34
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58:34In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major tech companies like NVIDIA, AMD, and Intel. They explore the themes of modularity in data centers, the evolving role of CPUs, and the challenges posed …
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The Long Game: Friendships, Tracking Body Composition, and Habits in Stressful Seasons
1:00:49
1:00:49
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1:00:49Longevity isn’t built by doing more. It’s built by staying connected, adapting through hard seasons, and focusing on what actually makes a difference for long-term health. In this episode, we break down what decades of research say about relationships and aging well, how to maintain healthy movement habits through surgery or chronic illness, whethe…
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Modern Menopause Management: Navigating Facts & Myths with Dr. Mary Claire Haver [Renewed]
53:35
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53:35The #1 menopause doctor is in the house! Today I tackle all of your menopause and hormone replacement therapy questions with the leading expert on the topic, Dr. Mary Claire Haver. We talk myths, facts, studies, and so much more. Save this one—you’ll want to listen to it again! Timestamps: [2:00] Intro [3:54] welcome [5:09] What is the actual defin…
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EP 147: Talking All Things AI with Benedict Evans
52:04
52:04
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52:04In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the potential for an AI bubble, the importance of productization for user adoption, and the varying levels of AI integration across different industries. The conve…
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The Stress Episode: Managing Symptoms, Regulating Cortisol, and Undoing Damage with Christa Biegler [Renewed]
1:19:10
1:19:10
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1:19:10Stress messing with your energy, sleep, digestion, and sanity? Christa Biegler and I dig into why your cortisol might be all over the place and what you can do to get your body back on track. Think practical tools, smart strategies, and actionable tips that help you finally feel grounded again. Timestamps: [1:59] Welcome [4:22] Interview with Chris…
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254 Faculty, Staff and Students - Holiday Downtime Recommendations
14:51
14:51
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14:51The holidays are upon us and we hope that means you get some well-deserved downtime. Some quiet time to read a good book, listen to a podcast, watch a movie, or stream some good TV. We asked some of our colleagues at the William & Mary School of Business to share their recommendations with you. Something they think you'll enjoy while you watch, lis…
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Intensive Intervention for Tier 2 & 3: Success for Multilinguals and all Students Who Struggle
27:41
27:41
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27:41Literacy is a human right. Every learner, regardless of the language spoken at home, deserves access to high-quality, evidence-based instruction that is both culturally and linguistically responsive. This is especially critical for the more than 5 million students in the United States whose heritage language is not English.…
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Protein Intake, Building Muscle, and Becoming Forever Strong with Dr. Gabrielle Lyon [Renewed]
57:51
57:51
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57:51Today, we’re talking muscle, protein, and everything you need to know about healthy aging with Dr. Gabrielle Lyon. We break down optimal protein intake, the habits that actually build muscle, and the most effective way to train in your 30s, 40s, and 50s. If you want a clear, science-backed roadmap to becoming “forever strong,” this episode is it! T…
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EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
42:44
42:44
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42:44This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom. Ben and Jay review Marvell’s Industry Analyst Day, noting the company’s strategic pivot toward networking and optical interconnects over pure custom logic. They debate the technical and timeline chall…
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Lead in Protein Powders, Handling Muscle Soreness, and Hormone Myths
1:05:13
1:05:13
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1:05:13Lead in protein powder? 😬 Yep, we’re unpacking the Consumer Reports article that has everyone talking. Plus, what to do when you’re so sore you can barely move, and whether “balancing your hormones” is even a real thing. This one’s packed with recovery tips, a little myth busting, and science-backed advice. Timestamps: [20:00] Consumer health artic…
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EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
56:45
56:45
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56:45In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competitive landscape with Nvidia and Google, Marvell's earnings and challenges in custom silicon, networking innovations with DPUs, Marvell's acquisition of Celestial, Nvidia's investment in Synopsys, Intel's …
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Strong, Not Stressed: Rethinking Fitness in Midlife with Kayla Girgen, RD
1:03:04
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1:03:04In this episode, I’m joined by registered dietitian Kayla Girgen to talk about what it really takes to build strength and resilience in midlife—without burning out. We dive into common fitness and nutrition myths that keep women stuck, how to train smarter (not harder), and why simple things like walking with weight—aka rucking—can transform your m…
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Staying Well Without the Panic: A Holistic Guide to Cold & Flu Season
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38:57I always get a ton of questions about how to handle cold and flu season, so today I’m doing a deep dive into both prevention, and what to do at the first sign of sickness. No panic, no spiraling—just practical, holistic support so you can feel confident all season long. You got this! Timestamps: [1:52] Welcome [5:15] Prevention [9:40] Supplements f…
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EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
46:54
46:54
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46:54In this conversation, Ben Bajarin discusses the recent innovations surrounding NanoBanana and its new feature, Notebook LM, which has significantly impacted the way infographics are created. He highlights the ease with which users can transform data and text into visually appealing infographics, showcasing the power of AI in data visualization.…
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Ask someone to describe the current job market and you're bound to hear a range of labels like "soft," "mixed," and even "positive." However you see it, one thing's for sure: the current job market is unusual. Due to a number of factors, it seems like we've never experienced a market quite like this. If you're seeking or considering a new role, som…
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Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
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45:38The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech industry. They also discuss key neocloud earnings and engage in a conversation on if these companies …
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Exercise as Medicine, Midlife Must-Dos, and How to Know If You’re Actually Building Muscle
57:34
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57:34Today we unpack a groundbreaking new study showing exercise stops cancer from coming back after treatment. We also talk about what really matters for building strength and longevity, how to know if you’re actually gaining muscle, and which labs are worth asking for at your next physical. Spoiler: “toning” isn’t a thing, but progressive overload def…
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Ep49: Ash K Halliburton: Director, PD and Creative Coach
1:18:41
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1:18:41Ash is a London and Brighton-based director, production designer, and creative coach. In this wide ranging conversation we flow from production design to family to working with others to mental health to finally giving yourself the permission to direct, and everything in between. --- This episode was kindly hosted by Mammoth London! Check them out …
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From Research To Reading ResultsThe Science (and Art) of Implementation: Using Research To Improve Outcomes
35:38
35:38
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35:38Join us for this insightful and inspiring discussion with a true literacy hero Margaret Goldberg, co-founder of The Right to Read Project. During this podcast, we’ll talk with Goldberg about the next step in the science of reading movement: Educators moving from research consumers to active research participants. While there’s been progress bringin…
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Cracking the Code on Blood Sugar: What Every Woman Needs to Know with Kara Collier, RDN
1:21:20
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1:21:20Blood sugar affects everything from your energy and sleep to your hormones and weight—yet most women are never taught how to manage it. In this episode, Kara Collier, RDN and co-founder of Nutrisense, shares what you need to know about CGMs, practical lifestyle hacks for glucose control, and the unique considerations women face after 35. Timestamps…
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EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
51:35
51:35
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51:35This episode argues that today’s AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to compute and the grid, note why “good enough” AI latency could flip capex behavior, and push back on mode…
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252 Jason Ross & Francis Lyons - No Story = No Success
21:12
21:12
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21:12Whether a startup or a Fortune 500 company, it's more challenging than ever to cut through all the noise and competition to reach new customers, partners, and investors. One requirement for success is a great story, and often one that can be told in just seconds. In today's world, the best story wins. Last month during homecoming weekend, the Willi…
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High-Protein Ultra-Processed Foods, Low Appetite, and Balancing Cardio with Strength
45:40
45:40
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45:40This week we’re digging into a new study on high-protein ultra-processed foods (spoiler: protein doesn’t magically cancel out junk food), plus your biggest questions on appetite, cardio vs. strength, and working out with hypothyroidism. We talk about our thoughts on “belly fat,” why your hunger might have gone MIA, and how to find the right workout…
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EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
53:44
53:44
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53:44The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.…
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Connecting the Science of Reading to the Science of Learning
33:49
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33:49The “science of reading” often gets reduced to “phonics,” but there’s a lot of science that relates to reading comprehension as well. If we look at typical comprehension instruction through the lens of cognitive science, it becomes clear that we’ve unintentionally made reading and writing much harder than they need to be by separating them from eac…
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MCAS, Histamine, and POTS: The Latest Research and Root Causes with Michelle Shapiro, RD
1:13:33
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1:13:33Michelle Shapiro is back to uncover the shocking truths about MCAS, histamine intolerance, and POTS that most people, including practitioner, get wrong. We dive into the latest science, why “detoxing” or chasing root causes too soon can actually backfire, and how to begin the path to healing. If you’ve ever felt dismissed, confused, or stuck in you…
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EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
54:03
54:03
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54:03In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs, particularly in the enterprise sector, and the implications of upcoming product launches. The conversation shifts to Intel's foundry developments, whe…
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Why Workouts Change Blood Sugar, When to Rest, and Untangling Stress
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56:50
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56:50In this episode, we’re tackling your biggest questions about exercise, stress, and hormones. We explore why blood sugar may look more stable on workout days, what exercise intolerance really means (and when it’s best to rest), and the difference between everyday stress and deeper hormonal imbalances. If you’ve ever wondered how stress shows up in y…
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251 Colby Loucks - Passion, Leadership & Wildlife
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17:03
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17:03According to a number of sources, the average business professional spends just under five years with an employer before they move on to another organization. Colby Loucks has been with the same employer his entire career. For 29 years, he's worked for the World Wildlife Fund. He started as a college intern, now he's Vice President and Deputy for W…
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EP 138: Talking GPU Depreciation, OCP Takeaways
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51:24
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51:24In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation. Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter.By Ben Bajarin and Jay Goldberg
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The New Science of Pain: Why Your Nervous System Holds the Key to Healing
1:11:53
1:11:53
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1:11:53Back pain is one of the most common health issues, but most people are getting the story wrong. In this episode, Dr. Grant Elliott breaks down the latest research on pain, the nervous system, and recovery—explaining why scary MRI results don’t always match symptoms, why movement is medicine, and how your beliefs can shape healing. You’ll learn prac…
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EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
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48:20In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to become a hyperscaler, and the financial challenges associated with massive AI infrastructure investments.…
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BMI vs Muscle, the Aesthetics of Fitness, & Deload Weeks For Recovery
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By Ben Bajarin and Jay Goldberg
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250 AnnaMaria DeSalva and Dan Draper - The Role of the CEO
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29:54It's a special edition of Leadership & Business. With today's episode, we're celebrating two milestones: our 10th year anniversary, and our 250th episode. We couldn't let that go by without sharing something special so we invited two CEOs to join us on the podcast today. AnnaMaria DeSalva just concluded her tenure as Chairman at Burson - the global…
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The Science of Period Loss: Nutrition, Fertility, and How It Impacts Perimenopause with Lindsey Lusson, RD
1:00:33
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1:00:33Missing periods can affect fertility, hormones, and even how you experience perimenopause later in life. Lindsey Lusson, RD, joins me to unpack the latest research on hypothalamic amenorrhea, the impact of nutrition on cycle health, and why addressing root causes matters more than ever as we age. Timestamps: [1:52] Intro [3:41] Welcome Lindsey [9:0…
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In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the dynamics of the job market, and provide valuable advice for both entry-level engineers and senior dir…
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The Simple View of Reading and Its Extension As the Cognitive Foundations Framework: A Conversation With Dr. Wesley Hoover
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45:20Join us for this informative and enlightening podcast as we delve into the complexities and nuances of the Simple View of Reading (SVR). Our distinguished guest, Dr. Wesley Hoover, will explore how SVR remains a foundational cognitive theory that effectively captures the critical relationship between language comprehension and word recognition in d…
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The Weighted Vest Debate, Strength Training for Gut Health, & Protein Timing
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249 Austin Camporin - Successful Investment Management
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18:12From Dog Street to Wall Street. It's an annual event co-hosted by the Boehly Center for Excellence in Finance at the William & Mary School of Business and partner organizations on campus. The event introduces students to William & Mary alumni and industry guests who lead sessions and panels on finance, investment and corporate banking, private equi…
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EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
45:39
45:39
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45:39On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD’s competitive position, and why Intel’s silence on Foundry raise…
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What the Latest Research Says About Pregnancy and Postpartum Nutrition with Ryan Woodbury
1:08:43
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1:08:43In this episode, Stef and I sit down with Ryan Woodbury, co-founder of Needed, to unpack what most women aren’t being told about nutrition for fertility, pregnancy, and postpartum. We discuss what’s missing from standard prenatals, why nutrient needs skyrocket (and stay elevated) long after birth, and how to actually support your body through each …
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EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
1:03:34
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1:03:34In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation a…
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Muscle for Your Mind, Collagen vs. Creatine, and Coming Back From Injury
46:17
46:17
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46:17This week, we’re talking about why strong legs mean a sharper brain, and how to use collagen, amino acids, and creatine to support strength, recovery, and overall health. We’ll cover smart strategies for healing injuries and chronic pain, why sticking with PT matters, and the best time to get bloodwork done postpartum. It’s your quick guide to gett…
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EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
43:46
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43:46Ben and Jay unpack why Broadcom’s “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet’s ubiquity vs. NVLink’s tight integration—then differentiate GPUs’ performance-p…
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Data centers, artificial intelligence, and manufacturing facilities require power to operate. And demand for power is growing considerably. Some wonder if the US will have the power necessary to fill its needs in the future. While the demand is causing increased and new competition in the energy space, one organization has been solving complex ener…
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Is Your Brain Is Starving? The Metabolic Wake-Up Call No One’s Talking About with Dr. Austin Perlmutter
1:14:05
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1:14:05Did you know that brain fog can be a metabolic warning sign? In this episode, Dr. Austin Perlmutter breaks down how blood sugar swings, inflammation, and poor metabolic health silently chip away at your brain function over time. We also talk about how to eat to protect your mood, cognition, and long-term brain health, including the latest research …
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EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
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54:59In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical factors, particularly regarding China. They analyze Nvidia's growth projections, the complexities of ASICs, and the competitive landscape for AI servers…
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