Transistor Radio Episode 31: The Boys Make a Space Fab
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Feb 14, 2025 Dylan, Doug, and Jon dive into the fascinating world of fabricating chips in space and the crucial role Taiwan plays in the semiconductor industry. They share a humorous take on K-dramas and explore the complexities of YouTube's algorithms. The discussion flows to innovative cooling techniques and the future of space manufacturing. A whimsical idea about recycling water in space sparks laughter, while geopolitical energy dynamics capture attention, shedding light on European energy trends and investment opportunities.
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Leaking Notes
- Don't forward SemiAnalysis notes to sell-side analysts before a cash session.
- Jon warns he will find anyone doing so.
Coach Stock
- Jon and Dylan both hold Coach as their largest stock holding.
- Jon even convinced Dylan to invest in it.
Le Stargate
- Jon suggests discussing "La Stargate", a French government project.
- He insists on calling it "Le Stargate."