SemiAnalysis Weekly

SemiAnalysis Weekly

Hosted by Jordan Nanos · Jordan Nanos, Doug O'Laughlin

4.7from 32 ratings

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44
Episodes
27
Transcribed
32
Ratings
Weekly
Cadence
2026
First episode

About SemiAnalysis Weekly

Everything semiconductors and AI Covering the spectrum

Publisher
Jordan Nanos, Doug O'Laughlin
Category
business
Language
en
Explicit
Yes
First episode
13 Feb 2026
Latest episode
4 Nov 2026

Latest episodes

27 of 44 episodes have a transcript.

  1. 4 Nov 2026TRANSCRIPT

    Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters) | Jeremie Eliahou Ontiveros, Jordan Nanos, Maya Barkin, Wayne Ma

  2. 3 Nov 2026TRANSCRIPT

    Ep. 042 - GDPx: The Benchmark for Frontier AI

  3. 27 Oct 2026TRANSCRIPT

    Ep. 041 - EMERGENCY: Inside the Anthropic’s S-1 (Tokenomics/ Markets) | Doug O’Laughlin, Jeremie Eliahou Ontiveros, Joey Brookhart, Jordan Nanos

Inside a recent episode

Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters) | Jeremie Eliahou Ontiveros, Jordan Nanos, Maya Barkin, Wayne Ma

Published 4 Nov 2026 · Transcript excerpt

[…] And I can talk a bit more about the difference between pauses or moratoriums and conditions and what that would imply. Yeah, that'd be helpful. I've got on screen the table showing that this is bipartisan. There's Democrats and Republicans that are in favor of pauses or conditions. […]

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Who has been a guest on SemiAnalysis Weekly

Names identified in recent episode analyses. Showing up to five guests.

  • Maya Barkin
  • Wayne Ma
  • Jeremie Eliahou Ontiveros
  • Max Kan
  • Andrew Megalaa

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)
4.3 / 5
8 ratings
Spotify
4.8 / 5
24 ratings

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Guest appearances
Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about SemiAnalysis Weekly

Who hosts SemiAnalysis Weekly?

Jordan Nanos host the show. Published by Jordan Nanos, Doug O'Laughlin.

How often do new episodes come out?

The show publishes weekly, based on its RSS feed.

Does SemiAnalysis Weekly take guests?

Yes. Guests have been identified in episode analyses.

Where can I read transcripts?

27 of 44 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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