The Circuit
Ben Bajarin and Jay GoldbergA podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 146 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
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 competitive landscape with Nvidia and Google, Marvell's earnings and challenges in custom silicon, networking ... more
In this conversation, Ben Bajarin discusses the recent innovations surrounding NanoBanana and its new feature, Notebook LM, which has significantly impacted the way infographics are created. He highlights the ease with which users can transform data ... more
The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech i... more
This episode argues that today’s AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to comp... more
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- Annoying chips noise
Annoying to hear background noise like the sound of eating chips when trying to focus on the content.
Apple Podcasts1Alabamian Queen80
Irelanda year ago - Best semiconductor podcast
By far the best Semi podcast out there. Whether you’re in finance looking to invest, in the industry looking to improve your market knowledge, or just a tech nerd who wants to stay on the leading edge of the semiconductor value chain: this is a great offering. Ben and Jay are both entertaining and incredibly insightful. Thanks, gents.
Apple Podcasts5Benjamin_W
United Statesa year ago - Informative and Attractive
Thank you so much for creating these podcasts. I have learned a lot about the chip industry. As learn more, I am more open to investing. If I may, you both have very handsome voices. Do you accessorize? Have you ever considered a clever hat or snappy suspenders? Both can be exhilarating! Keep up the great work!
Apple Podcasts5JoebagofdonutsUnited States2 years ago - Great for us new guys
I’ve been looking for a podcast to build my knowledge on the industry as I’m one of the newer recruits. The podcasts are easy to follow and packed with information, I would love to see more back to the basics episodes!
Apple Podcasts5y is ever nickname takenUnited States2 years ago - Truly valuable and easy to digest
Thanks for such a good podcast…not with wild takes but measured, balanced views that are followed up with simple explanations and arguments
Apple Podcasts5C35hanssoloUnited States3 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #228 | United States/Technology |
Apple Podcasts | #206 |  France/Technology |
Apple Podcasts | #67 |  Taiwan/Technology |
Apple Podcasts | #75 |  Spain/Technology |
Apple Podcasts | #107 |  United Arab Emirates/Technology |
Apple Podcasts | #145 |  India/Technology |
Talking Points
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Audience Metrics
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Frequently Asked Questions About The Circuit
What is The Circuit about and what kind of topics does it cover?
Focusing on the business and market aspects of semiconductors, the content features in-depth analyses of recent earnings reports, technological advancements, and competitive dynamics within the industry. Key topics include the evolving landscape of cloud computing, the rise of AI applications, and the implications of market sentiment surrounding major players like NVIDIA, AMD, and Intel. Conversations often highlight the intersection of technology and finance, making it an essential resource for professionals looking to understand the nuances of semiconductor economics and market trends. The hosts' industry insights and discussions are likely to be particularly captivating for tech enthusiasts, investors, and professionals in related fields... more
Where can I find podcast stats for The Circuit?
Rephonic provides a wide range of podcast stats for The Circuit. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Circuit and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Circuit get?
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What are the audience demographics for The Circuit?
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How many subscribers and views does The Circuit have?
To see how many followers or subscribers The Circuit has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Circuit?
These podcasts share a similar audience with The Circuit:
1. Sharp Tech with Ben Thompson
2. No Priors: Artificial Intelligence | Technology | Startups
3. Dwarkesh Podcast
4. a16z Show
5. Cheeky Pint
How many episodes of The Circuit are there?
The Circuit launched 3 years ago and published 146 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Circuit?
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Where can I see ratings and reviews for The Circuit?
Rephonic pulls ratings and reviews for The Circuit from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for The Circuit?
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What guests have appeared on The Circuit?
Recent guests on The Circuit include:
1. Michael Cunningham
2. John Metzler
3. Patrick McGee
4. Amir Panush
5. Michelle Johnston
6. Simi Sherman
7. Jordan Schneider
8. Forrest Norrod
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.