Podcast Episodes
Back to SearchEpisode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
Episode 110
In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative mod…
1 year, 2 months ago
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
Episode 109
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current…
1 year, 2 months ago
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
Episode 108
In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI an…
1 year, 2 months ago
Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
Episode 107
In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implicat…
1 year, 3 months ago
Episode 105: Sanity Check on Custom ASICS?
Episode 106
In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implic…
1 year, 3 months ago
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
Episode 105
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reaction…
1 year, 3 months ago
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
Episode 104
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to …
1 year, 3 months ago
Episode 102: Deeeeeepseeeeeeek!
Episode 103
In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and …
1 year, 4 months ago
Episode 101 Part 2: Digging into TSMC Earnings
Episode 102
In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by …
1 year, 4 months ago
Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
Episode 101
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape…
1 year, 4 months ago