| Jul 18 | Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos |
| Jul 18 | [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model |
| Jul 16 | Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos |
| Jul 9 | Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos |
| Jul 1 | Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos |
| Jun 23 | Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli |
| Jun 15 | Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam |
| Jun 4 | Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos |
| Jun 1 | Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang |
| May 15 | Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie |
| May 6 | Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan |
| May 1 | Ep. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong |
| Apr 19 | Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos |
| Apr 10 | Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos |
| Apr 3 | Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos |
| Mar 27 | Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos |
| Mar 13 | Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos |
| Mar 5 | Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin |
| Feb 26 | Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie |
| Feb 19 | Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos |
| Feb 13 | Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie |
