SemiAnalysis Weekly Podcast Transcripts

Jordan Nanos, Doug O'Laughlin · 39 episodes with transcripts

Everything semiconductors and AI Covering the spectrum

Spoken has transcripts of 39 SemiAnalysis Weekly episodes, with the speakers named. The newest listed here is from October 20, 2026.

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curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1877544643/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest SemiAnalysis Weekly transcripts

Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos

October 20, 2026

Jordan Nanos (0:01)

It looks like if you lie down, you're going to kick your feet through the wall. Like, dude.

Reyk Knuhtsen (0:05)

Yeah, like if I have a night tear, my foot goes right through the fucking wall. Yeah, take a look at the pole in the middle of the room.

Jordan Nanos (0:23)

Right there. I was really dreaming of a Brad Gerstner and I just like fight in the wall and kick in the walls.

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