SemiAnalysis Weekly Podcast Transcripts

Jordan Nanos, Doug O'Laughlin · 36 episodes with transcripts

Everything semiconductors and AI Covering the spectrum

Spoken has transcripts of 36 SemiAnalysis Weekly episodes, with the speakers named. The newest listed here is from October 7, 2026.

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36 episodes of SemiAnalysis Weekly have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

archive.sh

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. 036 - $200 Buys $12,000 of Opus Tokens, We Bought Every Plan (AI Cloud TCO) | Max Kan, Jordan Nanos, Andrew Megalaa

October 7, 2026

Max Kan (0:05)

Hello, everyone.

Jordan Nanos (0:06)

Welcome back to SemiAnalysis Weekly. This week, I'm joined by Max and Andrew, the authors of the very controversial, but very interesting Anthropic subscriptions offer five times or more value than OpenAI. This was an article that we put out a couple of days ago, where the guys did limit testing for every AI…

And we're going to talk about the learnings that they've had. Guys, welcome to the show.

Max Kan (0:45)

Thank you for having us, Jordan.

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