Podcast Episodes
Back to SearchEp 148: All the Happenings from CES 2026!
Episode 150
In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastr…
4 months, 2 weeks ago
EP 147: Talking All Things AI with Benedict Evans
Episode 149
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context,…
5 months ago
EP 146: The State of AI Networking with Austin Lyons
Episode 148
In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons delve into the evolving landscape of networking, particularly in the context of AI and G…
5 months, 1 week ago
EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
Episode 147
This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom.…
5 months, 2 weeks ago
EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
Episode 146
In 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 competiti…
5 months, 3 weeks ago
EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
Episode 145
In this conversation, Ben Bajarin discusses the recent innovations surrounding NanoBanana and its new feature, Notebook LM, which has significantly i…
6 months, 1 week ago
Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
Episode 144
The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discuss…
6 months, 2 weeks ago
EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
Episode 143
This episode argues that today’s AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrast…
6 months, 3 weeks ago
EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
Episode 142
The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with nu…
6 months, 4 weeks ago
EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
Episode 141
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to pre…
7 months ago