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

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Manage episode 521099719 series 2440828
Content provided by Jordan Schneider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Schneider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

475 episodes

Artwork
iconShare
 
Manage episode 521099719 series 2440828
Content provided by Jordan Schneider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Schneider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

475 episodes

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