Podcast appearances and mentions of Jay Goldberg

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications of recent tariff discussions, the impact on supply chains, and the ongoing investment in AI infrastructure, particularly in Saudi Arabia. The conversation also highlights the evolution of AI factories and the need for localized infrastructure to meet national security and data sovereignty concerns.

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly evolving market. In this conversation, Jay Goldberg and Ben discuss the current state of the semiconductor industry, focusing on cost management strategies, Intel's advancements in foundry technology, and the competitive landscape with TSMC. They explore the implications of new technologies like Power Via and the shift towards chiplet architecture. Additionally, they delve into the concept of AI factories and how they represent a new approach to data center infrastructure, transforming it from a cost center to a profit center.

Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill lays out the four clashing instincts driving policy in MAGA 2.0: revenge for decades of perceived slights, a bargaining bluff to coerce concessions, a fast‑cash revenue grab, and a fantasy of instant on‑shore fab construction. Jay walks through the on‑the‑ground fallout: chip designers worrying about losing China sales, GPU‑specific duties warping supply chains, and a loophole that lets boards assembled in Mexico skate by. We explore how blanket tariffs could accelerate China's ascent in analog and trailing‑edge chips, undermine Biden‑era “ally‑first” export‑control diplomacy, and leave Commerce's BIS badly under‑resourced to enforce the rules. We also get into whether allies will sign up for Washington's crusade after being slapped themselves, and whether Nvidia, Intel, and Tesla are “too important to punish.” Outtro Music: Well Get It, Tommy Dorsey https://www.youtube.com/watch?v=FgiHzCiB5Aw Bible‑Verse Sign‑off “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill lays out the four clashing instincts driving policy in MAGA 2.0: revenge for decades of perceived slights, a bargaining bluff to coerce concessions, a fast‑cash revenue grab, and a fantasy of instant on‑shore fab construction. Jay walks through the on‑the‑ground fallout: chip designers worrying about losing China sales, GPU‑specific duties warping supply chains, and a loophole that lets boards assembled in Mexico skate by. We explore how blanket tariffs could accelerate China's ascent in analog and trailing‑edge chips, undermine Biden‑era “ally‑first” export‑control diplomacy, and leave Commerce's BIS badly under‑resourced to enforce the rules. We also get into whether allies will sign up for Washington's crusade after being slapped themselves, and whether Nvidia, Intel, and Tesla are “too important to punish.” Outtro Music: Well Get It, Tommy Dorsey https://www.youtube.com/watch?v=FgiHzCiB5Aw Bible‑Verse Sign‑off “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Jay Goldberg interviews Amir Panoush, CEO of CEVA, discussing the evolution of the company, its role in the semiconductor industry, and the importance of digital signal processing (DSP) technology. They explore Siva's market segments, customer base, and the company's value proposition compared to competitors like ARM. The discussion also covers the integration of AI at the edge, new customer partnerships, and the emerging satellite market. Amir shares insights on management strategies in an IP-focused company and outlines future directions for CEVA.

In this episode, Ben Bajarin and Jay Goldberg are joined by special guest Michelle Johnston, CEO of Intel products.  They discuss the new culture shift at Intel, how Intel can use this new approach to compete and innovate in AI, how to invigorate x86 and Intel Architecture, and the opportunity for both product and foundry in the chiplet era. 

In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the semiconductor industry. They discuss the importance of both qualitative and quantitative analysis in understanding market trends, the challenges of data collection, and the unique insights their company provides. The conversation delves into the competitive landscape of ASICs versus GPUs, the significance of tracking various data points, and how this information can be leveraged for predictive analysis in investments. In this conversation, Simi Sherman and Ben Bajarin delve into the intricacies of investment data, emphasizing the importance of using the right data points for informed decision-making. They discuss specific company examples, the predictive power of data, and the evolving landscape of the semiconductor industry, particularly the shift towards disaggregated designs and chiplets. The conversation highlights the gap between investor expectations and company performance, and concludes with insights into how analysts can leverage data to build a clearer picture of future trends.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robotics. They share their emotional responses to the keynote, the crowded atmosphere, and their disillusionment with the lack of new AI demos. The conversation delves into Jensen Huang's defensive stance during the keynote, Nvidia's identity crisis, and the company's significant investments in R&D. They conclude by reflecting on the growing influence of GTC and its importance in the tech industry.

Stats Canada has recently released a report saying that the bureaucracy in Canada has increased by over 30%. This means that business owners, and citizens, spend more and more time filling out forms - so the government can meddle and control their affairs. What can and must be done about this? Jay Goldberg is with the Canadian Taxpayers Federation - he joins Stephen LeDrew to discuss this for Three Minutes. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative models and unique approach to AI development. They discuss the origins of Deep Seek, its self-funded nature, and the implications of its advancements in the context of geopolitical constraints. The conversation highlights the lab's offerings, including its reasoning models and mixture of experts, and explores how Deep Seek has managed to innovate despite hardware limitations. The discussion also touches on the future of AI scaling and the ongoing debate about the effectiveness of simply increasing computational resources. In this conversation, Austin Lyons and Jay Goldberg discuss the advancements in AI, particularly focusing on Deep Seek's contributions to scaling AI models, improving training efficiency, and the implications of these innovations on the market dynamics. They explore how Deep Seek has demonstrated that there are still many avenues for enhancing AI capabilities, despite the prevailing belief that the field has plateaued. The discussion also delves into the technical aspects of training and inference efficiency, the challenges faced by AI labs, and the importance of hardware optimization. Ultimately, they conclude that while Deep Seek is making significant strides, it does not pose a direct threat to established players like OpenAI.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of software in the industry. The conversation also touches on Qualcomm's positioning, the dynamics of network processors, and humorous observations about the latest innovations, including humanoid robots and AI avatars. Finally, they tease an upcoming discussion about Apple's modem technology and its implications for the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Marvell and Broadcom, analyzing the competitive dynamics in the semiconductor market. They delve into Marvell's challenges with customer relationships and market positioning, contrasting it with Broadcom's strategic advantages. The discussion also touches on the implications of Apple's product updates and the overall market sentiment regarding capital expenditures and technology investments.

MONOLOGUE The Man Who Would Be King: Mark Carney and the Corporate Pillaging of Canada NEWSMAKER Alberta lawyer leading delegation to Washington in hopes of joining US https://www.westernstandard.news/news/alberta-lawyer-leading-delegation-to-washington-in-hopes-of-joining-us/62741   Jeffrey Rath Lawyer at Rath & Company. Seasoned legal advocate with over two decades of experience OPEN LINES KEEPING AN EYE ON YOUR MONEY Trudeau billed taxpayers $81,000 for groceries in one year https://www.taxpayer.com/newsroom/trudeau-billed-taxpayers-81,000-for-groceries-in-one-year   Kris Sims, Alberta Director of the Canadian Taxpayers Federation Taxpayer.com MONOLOGUE Doug Ford and Justin Trudeau Just Declared Economic Suicide—And You're Paying the Price NEWSMAKER Liberal leadership contender Mark Carney yesterday would not discuss tax planning by Brookfield Asset Management to avoid billions in Canadian payments while he served as chair https://www.blacklocks.ca/no-comment-on-tax-record/ Canadians must not parley with the U.S. on half-tariffs in the hope of averting a full continental trade war, Ontario Premier Doug Ford said yesterday https://www.blacklocks.ca/vow-no-parley-no-surrender/ Tom Korski, Managing Editor, Blacklock's Reporter https://www.blacklocks.ca   NEWSMAKER Are Counter Tariffs a Good Idea? What Should Canada be Doing to Make the Country more self-sufficient?   Jay Goldberg, Canadian Affairs Manager for the Consumer Choice Centre https://consumerchoicecenter.org ADAM ZIVO ZIVO: "Zelenskyy is not a dictator: Trump's Smears are Unfounded" https://nationalpost.com/opinion/adam-zivo-zelenskyy-is-not-a-dictator   Adam Zivo, columnist with the National Post, freelance writer, director of the Centre for Responsible Drug Policies Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI and the company's stock performance. They analyze the current state of Nvidia's business, including product segmentation, enterprise demand, and geopolitical factors affecting the market. The conversation also touches on the volatility of Nvidia's stock and the behavior of retail investors in the context of AI advancements.

You read the headline to this video correctly - Jay Goldberg is with the Canadian Taxpayers Federation and they have uncovered a treasure trove of the weirdest and most unlikely places that the Canadian Government has spent your taxpayer money. He joins Stephen LeDrew to unpack this today. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the positioning of the iPhone 16E in the market, and the potential impact on Qualcomm. The conversation also delves into the integration of modem technology within Apple's ecosystem and the future of 5G in Apple's products. In this conversation, Jay Goldberg and Ben Bajarin discuss the strategic moves of major tech companies like Apple and Broadcom, the ongoing challenges faced by Intel, and the implications of government intervention in the semiconductor industry. They also delve into the current state of the AI market, particularly focusing on Microsoft and Nvidia, and speculate on future earnings and market dynamics.

In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They explore the role of custom silicon in hyperscalers' strategies and the potential for GPUs to regain market share. The conversation then shifts to the often-overlooked world of analog semiconductors, highlighting their significance in various applications, including automotive and robotics. The hosts emphasize the need for a deeper understanding of analog technology as it becomes increasingly relevant in the evolving tech landscape.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciated role in the AI ecosystem. The conversation highlights the shifting dynamics in technology investments and the challenges companies face in meeting heightened investor expectations. In this conversation, Ben Bajarin and Jay Goldberg discuss the complexities surrounding Arm's intellectual property (IP) and its market dynamics, the confusion in revenue metrics, and the expectations investors have regarding growth. They delve into the trends in capital expenditures (CapEx) among major tech companies and the dual nature of cloud revenue, distinguishing between traditional cloud services and emerging AI workloads. The discussion also highlights the critical role NVIDIA plays in the AI market and the challenges it faces in meeting demand.

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to AI and the semiconductor industry. They analyze Microsoft's approach to AI, Meta's success in monetizing AI, Apple's challenges in the current market, and Intel's uncertain position in the semiconductor landscape. The conversation highlights the ongoing evolution of AI and its implications for these companies' futures. In this conversation, Jay Goldberg and Ben Bajarin discuss Intel's recent earnings report, highlighting mixed results and ongoing challenges within the company. They delve into the implications of the CEO search, investor sentiment, and the strategic direction Intel must take moving forward, particularly in the context of AI and CPU innovation. The discussion emphasizes the need for a clear strategy and the importance of focusing on core competencies to navigate the competitive landscape.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and the future of AI infrastructure investments. They explore the efficiency of DeepSeek's training methods, the skepticism surrounding AI valuations, and the potential of ambient agents in AI development. The conversation highlights the complexities of AI technology and the uncertainty in predicting its future applications.

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape of US-China technology relations, particularly focusing on semiconductor restrictions. Schneider provides insights into the recent regulations imposed by the Biden administration, the motivations behind these changes, and the potential effectiveness of these measures in slowing down China's technological advancements. The conversation also explores the challenges and workarounds that Chinese companies may employ to navigate these restrictions, as well as the implications for the future of AI and semiconductor innovation. In this conversation, the speakers discuss the evolving landscape of AI technology, focusing on the competition between the US and China, the implications of hardware and software advancements, and the regulatory challenges faced by companies like Nvidia. They explore the potential for new technological paradigms and the impact of corporate pushback against AI regulations, while also considering the future dynamics of AI on a global scale.

In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touches on Intel's relationship with TSMC, the impact of edge AI, and ongoing acquisition rumors in the semiconductor industry.

In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence of AI washing. They explore the future of robotics, emphasizing a turning point in humanoid robotics and the potential for AI to enhance these technologies. The conversation shifts to the advancements in AR/VR technologies, highlighting the impact of the Chinese ecosystem on innovation and affordability. Finally, they delve into the semiconductor investment landscape, stressing the importance of technical understanding in evaluating companies within this sector.

This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explore Arm's unique value proposition and how it thrives as a licensing giant in a market dominated by leading-edge manufacturers. To break down Arm, I am joined by Jay Goldberg, who is the CEO and lead analyst at D2D Advisory, a technology and strategy consultancy. We discuss its business model, the partnerships that drive its growth, and its role in enabling companies like Apple, NVIDIA, and Qualcomm. We will also unpack Arm's business history, including its acquisition by SoftBank, its failed takeover by NVIDIA, and its IPO earlier this year. Arm currently sports a $150 billion market cap with sales approaching $5 billion, a rather robust 30x revenue multiple. Please enjoy this Breakdown of Arm. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Introduction to Business Breakdowns (00:00:52) Introduction to Arm (00:02:27) Arm's Business Model Explained (00:05:05) CPU vs GPU Dynamics (00:07:33) Arm's Competitive Landscape (00:08:52) Historical Growth and Market Expansion (00:14:06) RISC vs CISC: Architectural Approaches (00:18:38) Arm's Licensing and Partnership Model (00:22:12) Arm's Chip Design Evolution (00:22:39) The Critical Role of Software (00:23:34) Arm's Compatibility and Ecosystem (00:23:41) Dramatic Recent History (00:24:12) SoftBank's Acquisition and Nvidia's Interest (00:25:15) Nvidia's Ambitious Bet (00:26:25) SoftBank's Wake-Up Call (00:27:02) Arm's Market Penetration (00:28:07) Arm's Ubiquity in Electronics (00:29:22) Influential Figures in Arm's Success (00:30:33) Arm's Financials (00:33:32) Risks and Competitive Threats (00:40:16) Future Opportunities and Lessons (00:41:10) Conclusion and Final Thoughts

In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market trends, investment strategies, and the impact of AI on various sectors. They explore the implications of the upcoming Consumer Electronics Show (CES), the potential for growth in semiconductor stocks, and the importance of software revenue in AI deployments. The conversation also touches on consumer electronics trends, the future of AR glasses, and the aerospace and military spending landscape. Finally, they speculate on the likelihood of a foldable iPhone release in the near future.

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom ASICs versus GPUs, and the future of cloud software in relation to hyperscalers like Microsoft and Google. The hosts provide insights into market trends and expectations for the upcoming year, emphasizing the importance of understanding the evolving landscape of technology and investment opportunities.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications of custom solutions in the evolving semiconductor industry. The conversation also touches on Nvidia's dominance and the future of data centers, emphasizing the need for optimization and the potential for a shift back to more affordable solutions. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent developments surrounding Broadcom, particularly its stock surge attributed to optimism in AI. They delve into the company's market position, the significance of data center design, and the distinction between Total Addressable Market (TAM) and Serviceable Addressable Market (SAM). The discussion also covers the critical role of networking in AI, the rise of million-node data centers, and Broadcom's strategy regarding M&A and custom silicon. The conversation highlights the evolving landscape of AI and the competitive dynamics between major players in the industry.

In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves into the need for a growth strategy in a competitive landscape and the potential paths forward for Intel as it navigates these changes. In this conversation, Jay Goldberg and Ben Bajarin discuss the current state and future of Intel, focusing on its CPU market position, the challenges it faces with its Foundry strategy, and the implications of TSMC's market power. They explore the sentiment surrounding Intel, the role of the board in shaping its future, and the technological optimism tied to upcoming products. The discussion highlights the need for competitive foundries in the semiconductor industry and the potential consequences of TSMC's dominance.

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

MONOLOGUE The Reckoning Is Coming: Trump's Day One Revolution to Reverse Biden's Damage Ontario school played Palestinian protest song in Arabic as its Remembrance Day music https://nationalpost.com/news/school-remembrance-day-palestinian-protest-song How Carleton University's appointment of a convicted terrorist sends dangerous message https://tnc.news/2024/11/10/rousso-carleton-terrorist2/  Noah Jarvis – Journalist with True North KEEPING AN EYE ON YOUR MONEY Taxpayers applaud Crombie's tax cut pledge https://www.taxpayer.com/newsroom/taxpayers-applaud-crombie%E2%80%99s-tax-cut-pledge  Jay Goldberg, Ontario Director of The Canadian Taxpayers Federation https://www.taxpayer.com THE HOMESCHOOL ADVISOR Will Trump Eliminate The Department Of Education? What We Know As Elon Musk Applauds ‘Good Idea.'  https://www.forbes.com/sites/maryroeloffs/2024/11/11/will-trump-eliminate-the-department-of-education-what-we-know-as-elon-musk-applauds-good-idea/  Robert Bortins, CEO of Classical Conversations – Helping Classical Christian HomeSchoolers in all fifty states and in thirty foreign countries including Canada. https://classicalconversations.com Trudeau revives a Cabinet-level panel to address concerns about a Trump presidency  https://apnews.com/article/canada-trump-trudeau-us-trade-075ccb2e68238c3b00c4b5cd24a19b4e  Leighton Grey serves as Senior Fellow for the conservative think tank, The Frontier Centre for Public Policy. He's the host of The Grey Matter podcast. Trump's Cabinet: Picks and Finalists for White House Roles https://www.forbes.com/sites/saradorn/2024/11/12/trumps-cabinet-here-are-his-picks-and-finalists-for-white-house-roles-kristi-noem-marco-rubio-and-more/  Michael A. Letts, Founder, President and CEO of In-Vest USA https://investusa.org Suspected Bird Flu Case in B.C. https://globalnews.ca/news/10863715/bird-flu-canada-human-case-bc/  Pam Killeen - is the co-author of The Great Bird Flu Hoax with Dr. Joseph Mercola. Pan is also a health coach with a focus on educating people about improving their sleep quality. She is the host of the Circadian Reboot with Pam Killeen podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel, focusing on market expectations, performance, and the challenges faced by both companies. They analyze AMD's struggle to meet high investor expectations in the AI market and Intel's ongoing turnaround efforts under CEO Pat Gelsinger, highlighting the balance between financial prudence and technological leadership. The conversation also touches on the mixed reactions from the market regarding Intel's recent earnings and the implications for its future. In this conversation, Jay Goldberg and Ben Bajarin discuss Intel's recent financial strategies, particularly focusing on their gross margins and the implications of their decisions. They delve into the cultural challenges within Intel that may affect its future, and explore the dynamics of the mobile technology market, including the performance of companies like MediaTek, Corvo, and Qualcomm.

In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.

MONOLOGUE "Canada's Grim New Normal: A 'Duty to Die'?" ArriveCan emails were destroyed by the Canada Border Services Agency only days after they were sought under the Access To Information Act https://www.blacklocks.ca/emails-lost-over-a-weekend/  Environment Minister Steven Guilbeault's department is targeting household cats as an ecological peril https://www.blacklocks.ca/guilbeaults-dept-after-cats/ A federal agency proposes to write its own news stories for subsidized publishers at an undisclosed cost to taxpayers. https://www.blacklocks.ca/govt-to-use-trusted-media/  Tom Korski, Managing Editor Blacklock's Reporter https://www.blacklocks.ca   THE SMART MONEY Pierre Poilievre pledges to abolish GST on new homes under $1 million https://financialpost.com/real-estate/pierre-poilievre-abolish-gst-new-homes-under-1-million Trump doubles down on replacing income taxes with tariffs in Joe Rogan interview https://www.cnbc.com/2024/10/26/trump-joe-rogan-election-tariffs-income-tax-replace.html  Economists are ripping up their forecasts after Ottawa slashed immigration targets https://financialpost.com/news/canada-immigration-cuts-drag-down-economic-growth  Jonathan Wellum, President/CEO Rocklinc Investment Partners 905-631-5462 info@rocklinc.com https://rocklinc.com   Christians, don't let the Harris wolves in the White House doors https://www.washingtontimes.com/news/2024/oct/24/christians-dont-let-kamala-harris-wolves-white-hou  Cheryl Chumley Washington Times Online Opinion Editor  Washington Times Author, writer, speaker, Host of the Bold and Blunt Podcast Walz compares Trump's Madison Square Garden rally to 1939 pro-Nazi event https://thehill.com/homenews/campaign/4956168-walz-trump-madison-square-garden-rally/ Dr. Mark Thornton Senior Fellow at the Mises Institute https://mises.org KEEPING AN EYE ON YOUR MONEY Taxpayers applaud Ford's latest gas tax extension https://www.taxpayer.com/newsroom/taxpayers-applaud-ford%E2%80%99s-latest-gas-tax-cut-extension  Jay Goldberg, Ontario Director of The Canadian Taxpayers Federation https://www.taxpayer.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Lots of guests on this show as Greg talks to- Jil McIntosh of Driving.ca she talks about her experience as a former taxicab driver and her criticisms of Ride Sharing programs in light of driverless, automated cabs-  Jay Goldberg of the Canadian Taxpayers Federation and the effects of governments giving taxpayer money to corporations and how that affects the population- Dean Langan and Gavin Wiggins, the makers of "DieSlo" Sauces, which put a much healthier spin on sauce. Go to diesel.xyz and use promo code GETWILD25 to get 25% off your purchase!Sent from my iPhone

MONOLOGUE "Waiting for a Perfect Candidate? You'll Be Waiting Until Christ Returns—Why Christians Can't Afford to Sit This One Out" 'Absolute horror show': Trump admits 'Christians are not tremendous voters' https://www.wnd.com/author/jkovacs  Executive News Editor Joe Kovacs is the author of the new best-selling book, "Reaching God Speed: Unlocking the Secret Broadcast Revealing the Mystery of Everything." https://reachinggodspeed.com KEEPING AN EYE ON YOUR MONEY Taxpayers call on Chow to find savings ahead of 2025 budget https://www.taxpayer.com/newsroom/taxpayers-call-on-chow-to-find-savings-ahead-of-2025-budget  Jay Goldberg, Ontario Director of the Canadian Taxpayers Federation www.taxpayer.com IN DEFENSE OF WOMEN The staggering number of medals female athletes lost to trans opponents revealed in explosive UN report https://nypost.com/2024/10/23/world-news/un-reveals-how-many-female-athletes-have-lost-medals-to-trans-opponents-in-explosive-report/  Maureen Sullivan, Member of CAWSBAR's Steering Committee https://www.cawsbar.ca What Happens After Trump Wins? That's When the Biggest Battle Begins Richard C. Lyons, author of Passages Through the Shadows, the third Volume in Lyons' Democracy Book Series OPEN LINES NEWSMAKER Police unions blast Trudeau for misleading Canadians on handgun freeze https://tnc.news/2024/10/23/police-unions-blast-trudeau-handgun-freeze/  Ross McLean, Crime and Security Specialist and Host of The McLean Chronicles podcast On X @mcelanchronicle and YouTube @mcleanchronicle Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semiconductor companies, focusing on ASML's disappointing results and TSMC's optimistic outlook. They explore the cyclical nature of the semiconductor industry, the implications of Intel and AMD's collaboration on x86 architecture, and the competitive pressures from ARM. The conversation highlights the complexities of the market and the challenges faced by these companies in navigating demand and supply dynamics. The conversation delves into the dynamics of Intel's marketing strategies, the significance of the Open Compute Platform Conference, and the emerging trend of nuclear energy in powering data centers. The speakers discuss the implications of these developments on the tech industry, particularly in relation to competition with Nvidia and the evolving landscape of energy solutions.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusing on the advancements in CPU architecture, the competitive landscape with NVIDIA, and the importance of vertical integration in AI systems. They explore the role of CPUs in AI workloads, the complexities of total cost of ownership for hyperscalers, and AMD's growth projections in the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the dynamics of the AI accelerator market, the performance of AMD's stock in relation to market expectations, the future of inference and compute demands in AI, and the developments in autonomous vehicles. They explore the implications of AI advancements on semiconductor demand, the challenges of scaling autonomous technology, and the evolving landscape of AI capabilities.

MONOLOGUE Canadians Are Demanding Major Reforms to Healthcare NOW! 'Chaotic': Private firefighters threatened with arrest if they defended structures in Jasper https://www.rebelnews.com/_chaotic_private_firefighters_threatened_with_arrest_if_they_defended_structures_in_jasper  Sheila Gunn Reid, Alberta Bureau Chief Rebel News, Host of The Gunn Show, Wednesdays 8pm eastern KEEPING AN EYE ON YOUR MONEY Highway 401 tunnel feasibility study must not be an afterthought https://www.taxpayer.com/newsroom/highway-401-tunnel-feasibility-study-must-not-be-an-afterthought  Jay Goldberg, Ontario Director of The Canadian Taxpayers Federation https://www.taxpayer.com THE HOME SCHOOL ADVISOR Adding Life Skills to Your Homeschool Curriculum https://www.homeschool.com/blog/add-life-skills-to-homeschooling-curriculum  Robert Bortins, CEO of Classical Conversations helping Christian Classical Homeschoolers across the USA and in Canada https://classicalconversations.com FEMA sacrificed the welfare of Americans in need by giving all their funds to illegal immigrants https://www.foxnews.com/media/fema-head-denies-agency-short-money-disaster-relief-because-funds-went-illegal-immigrants Michael A. Letts, Founder, President, and CEO of In-Vest USA, a national grassroots non-profit organization that is helping hundreds of communities provide thousands of bullet-proof vests for their police forces through educational, public relations, sponsorship, and fundraising programs. McDonald's french fries and lies won't win the White House https://cherylchumley.substack.com/p/mcdonalds-french-fries-and-lies-wont Online opinion editor The Washington Times. Host "Bold & Blunt" podcast, author, commentary writer, public speaker, media guest. Also: Private investigator. www.CherylChumley.com Schools ignore minister's warning, partake in anti-Israel protests on Oct. 7 anniversary https://tnc.news/2024/10/07/levy-schools-partake-in-anti-israel-protests-oct-7/  Sue-Ann Levy Award-Winning Investigative Journalist, True North Contributor & Author of “Underdog: Confessions of a Right-Wing, Gay Jewish Muckraker” Understanding Physician Burnout: A Growing Concern in Healthcare https://physiciansnews.com/2024/10/04/understanding-physician-burnout-a-growing-concern-in-healthcare/  Pam Killeen is an author and Health and Wellness Coach with a focus on educating people about improving their sleep quality. https://pamkilleen.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the rapid evolution of AI technology and its implications for hardware and software. They explore the challenges faced by AI accelerators, the role of hyperscalers, and the investment landscape in AI startups. The conversation highlights the disparity between the fast-paced development of AI software and the slower advancements in hardware, particularly in the context of GPUs and dedicated AI accelerators. The speakers also delve into the future of real-time training and inference, emphasizing the need for integrated systems over disaggregated ones.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent announcements from Meta at MetaConnect, particularly focusing on their new AR glasses concept. They compare Meta's approach to Apple's Vision Pro, exploring the implications of custom silicon, product timing, and the importance of developer ecosystems. The conversation also touches on the role of Google in the AR/VR space, the potential for an open ecosystem, and the excitement surrounding future technologies in this rapidly evolving field.

The Richard Syrett Show, September 23rd, 2024 Subscribe to Richard's newsletter, "Why I Fight" Scroll to bottom of page https://sauga960am.ca/programs/the-richard-syrett-show OPP charges Simcoe woman with assault with a weapon — for shooting a water gun! https://www.rebelnews.com/opp_charges_simcoe_woman_with_assault_with_a_weapon_for_shooting_a_water_gun  David Menzies, Rebel News Mission Specialist THE SMART MONEY Gold Surges Past $2600 https://www.cbsnews.com/news/golds-price-surges-past-2600-why-you-should-invest-now/ How to Invest for the really long haul https://financialpost.com/investing/5-themes-to-watch-long-term-investing  Trumponomics – Will it Revive or Hurt the U.S. Economy? https://www.cbsnews.com/news/golds-price-surges-past-2600-why-you-should-invest-now/  Jonathan Wellum, President/CEO of Rocklinc Investment Partners 905-631-5462 info@rocklinc.com rocklinc.com Conservatives must take a lesson from Taylor Swift! https://www.westernstandard.news/opinion/morgan-conservatives-must-take-a-lesson-from-taylor-swift/57955  Cory Morgan is a Senior Alberta Columnist and the Host the Cory Morgan Show for the Western Standard OPEN LINES KEEPING AN EYE ON YOUR MONEY Thank Trudeau's carbon tax for surging heating bills https://www.taxpayer.com/newsroom/thank-trudeau%E2%80%99s-carbon-tax-for-surging-heating-bills   Jay Goldberg, Ontario Director of The Canadian Taxpayers Federation THE MORNING GUY Trudeau Escapes to New York for Appearance on Steven Colbert and to address UN General Assembly https://www.ctvnews.ca/politics/justin-trudeau-to-be-guest-on-the-late-show-with-stephen-colbert-during-new-york-visit-1.7048118  Canada has world's fastest growing ‘assisted suicide' program: report https://www.rebelnews.com/canada_fastest_growing_assisted_suicide_program Marc Patrone – Host of The Marc Patrone Morning Show, Weekday mornings 7-9am on Sauga 960 AM Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.

The Richard Syrett Show, September 17th, 2024 Subscribe to Richard's newsletter, "Why I Fight" Scroll to bottom of page https://sauga960am.ca/programs/the-richard-syrett-show Another embarrassing byelection loss for Trudeau https://tnc.news/2024/09/17/db-another-embarrassing-byelection-loss-for-trudeau/  Daniel Bordman, Senior Correspondent with The National Telegraph https://thenationaltelegraph.com YouTube Channel: https://www.youtube.com/@thenationaltelegraph9253 Follow Daniel on X @DanielBordmanOG KEEPING AN EYE ON YOUR MONEY The time for charter schools in Ontario is now https://torontosun.com/opinion/columnists/goldberg-the-time-for-charter-schools-in-ontario-is-now  Jay Goldberg, Ontario Director of The Canadian Taxpayers Federation https://www.taxpayer.com THE HOMESCHOOL ADVISOR ‘Unschooling': What Is It and Why Is It On the Rise? https://www.trillmag.com/interesting/unschooling-a-revolutionary-idea-with-potential-pitfalls/  Lauren Gideon Director of Public Relations and Affairs at Classical Conversations Inc. https://classicalconversations.com The Many Tiny Mistakes That Changed the World Forever https://www.amazon.com/Tiny-Blunders-Big-Disasters-Book-ebook/dp/B0DFF39GMF  Jared Knott Author of Tiny Blunders/Big Disasters Book 2: The Many Tiny Mistakes That Changed the World Forever https://www.tinyblundersbigdisasters.com Military wanted hate crime investigation into rampant male washroom tampon vandalism https://tnc.news/2024/09/16/canada-military-tampon-men-washroom-hate-crime/  Taxpayers paid $70K for seminars on fetishes like urinating on people, and research suggesting exposing kids to their parent's multiple sexual partners is ‘healthy' for development https://x.com/cosmindzs/status/1834329023486591310?s=48&t=NGJd8e_0uhcJwabvmjR-8g  Cosmin Dzsurdzsa Senior Researcher at True North https://tnc.news Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the recent advancements in AI software, particularly focusing on OpenAI's new model and its implications for silicon architecture. They explore the challenges of inference costs, the need for silicon innovation, and the competitive landscape involving Nvidia and Google. The conversation highlights the rapid evolution of AI technology and the ongoing race to keep up with software demands.

In this episode, Ben Bajarin and Jay Goldberg discuss NVIDIA's recent earnings and the challenges of managing expectations in the stock market. They touch on the mispronunciation of NVIDIA, the volatility of the stock, and the impact of whisper numbers on investor sentiment. They also discuss the role of NVIDIA's CEO, Jensen Huang, and the difficulty of managing investor relations. The conversation covers topics such as the slowdown in growth, gross margins, and the sustainability of high gross margins in the semiconductor industry. In this conversation, Ben Bajarin and Jay Goldberg discuss the reasons why they are not concerned about a bubble popping in the tech industry. They highlight the high demand for NVIDIA's products, the company's superior total cost of ownership (TCO) relative to competitors, and the continued growth of AI and data center infrastructure. They also touch on the potential for NVIDIA to expand its software business. The conversation then shifts to Intel, with the news that the company is exploring strategic options, including spinning off its Foundry division. Ben and Jay discuss the challenges of spinning off Foundry and the potential for a white knight investor to step in and support Intel.Use code TC24 at wwic24.com

The Richard Syrett Show, August 22nd, 2024 Subscribe to Richard's newsletter, "Why I Fight" Scroll to bottom of page https://sauga960am.ca/programs/the-richard-syrett-show New Manitoba Senator Charles Adler is a hypocrite whose appointment should be rescinded https://www.rebelnews.com/senator_sellout_new_mb_senator_charles_adler_is_a_hypocrite_whose_appointment_should_be_rescinded  Sheila Gunn Reid – Rebel News Alberta Bureau Chief, Host of The Gunn Show KEEPING AN EYE ON YOUR MONEY Ontario Debt Clock tour kicks off https://www.taxpayer.com/newsroom/ontario-debt-clock-tour-kicks-off  Jay Goldberg, Ontario Director Canadian Taxpayers Federation IN DEFENSE OF WOMEN (Replay from July 25th, 2024) Elon Musk Vows to Become World's Most Powerful Critic of Gender Ideology Maureen Sullivan - Steering Committee Member at CAWSBAR Will 'KamalaGate' sink Harris' candidacy? https://www.wnd.com/2024/08/will-kamalagate-sink-harris-candidacy/  Jack Cashill is an author at WND.com. His latest book is ASHLI: The Untold Story of the Women of January 6 The WAR on Ivermectin Dr. Pierre Kory Author of War on Ivermectin: The Medicine that Saved Millions and Could Have Ended the Pandemic. Former Chief of the Critical Care Service and Medical Director of the Trauma and Life Support Center at the University of Wisconsin. President and Co-Founder of the FLCCC Alliance Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the tectonic shift happening in the semiconductor industry due to the rise of AI. They highlight the need for substantial improvements in energy-efficient computing performance and the importance of reducing power consumption. The conversation also touches on the role of companies like Applied Materials in driving innovation and advancements in the industry. They discuss Intel's investments in advanced packaging and lithography, as well as the release of their PDK. The episode concludes with a discussion on the breakthrough in high NA EUV technology by Imec.

The Richard Syrett Show August 14th, 2024 Subscribe to Richard's newsletter, "Why I Fight" Scroll to bottom of page https://sauga960am.ca/programs/the-richard-syrett-show Canada's politics are growing more and more Americanized—and Trudeau's Liberal Party is the worst offender https://thehub.ca/2024/08/09/elie-cantin-nantel-trudeaus-liberals-are-americanizing-canadas-politics  Elie Cantin-Nantel- Ottawa Correspondent for The Hub Canada KEEPING AN EYE ON YOUR MONEY Hidden gas taxes drive up pump prices across Ontario: Report https://www.taxpayer.com/newsroom/hidden-gas-taxes-drive-up-pump-prices-across-ontario-report  Jay Goldberg, Ontario Director of The Canadian Taxpayers Federation Taxpayer.com https://www.taxpayer.com THE CULT OF CLIMATE CHANGE NOAA Declares Record Temperature for Africa The oceans are weirdly hot. Scientists are trying to figure out why  https://www.npr.org/2024/08/14/nx-s1-5051849/hot-oceans-climate-science  Tony Heller – Geologist, Weather Historian, Founder of https://realclimatescience.com Trump alleges Harris uses AI to produce fake crowd images https://www.westernstandard.news/news/trump-alleges-harris-uses-ai-to-produce-fake-crowd-images/56839 Angry Peterson submits to mandatory retraining after legal loss but says 'the gloves are off' https://www.westernstandard.news/news/watch-angry-peterson-submits-to-mandatory-retraining-after-legal-loss-but-says-the-gloves-are-off/56899  Lee Harding - Senior Saskatchewan Contributor Western Standard Plot Blamed On 2012 Cabinet https://www.blacklocks.ca/plot-blamed-on-2012-cabinet/  Question $214M Security Fail https://www.blacklocks.ca/question-214m-security-fail/ Appointee Regretted Lecture https://www.blacklocks.ca/appointee-regretted-lecture/  ‘I'm No Anarchist': Blacklister https://www.blacklocks.ca/im-no-anarchist-blacklister/  Tom Korski, Managing Editor Blacklock's Reporter SUBSCRIBE: https://www.blacklocks.ca THIS DAY IN ROCK HISTORY Music: The Who – Won't Get Fooled Again The Police – Can't Stand Losing You Michael Jackson and Paul McCartney – Say, Say, Say Freddie Mercury – Living on My Own   On August 14, 1971, The Who released their fifth studio album, Who's Next, considered by many critics to be their best record and one of the greatest rock albums of all time. Featuring songs that were initially intended for Lifehouse, an unreleased rock opera and follow-up to the band's 1969 album, Tommy, the LP included such hits as “Behind Blue Eyes,” and “Won't Get Fooled Again.” In addition to appearing on countless “Best Of” lists over the decades, the album was inducted into the Grammy Hall of Fame in 2007.   1978 - The Police released their third single 'Can't Stand Losing You' as the follow-up single to 'Roxanne' which when released the following year peaked at No.2 on the UK chart. Written by singer and bassist Sting as a song about suicide, the song gained minor controversy for its single cover art, featuring Stewart Copeland hanging himself.  In 1985, Michael Jackson won a bid over Paul McCartney and Yoko Ono to own ATV Music's publishing catalog, which boasted the rights to more than 4000 songs – roughly 250 of which were Beatles compositions, penned by Lennon and McCartney.  In 1993, less than two years after his death, Freddie Mercury scored his first solo No.1 hit with a remix of his 1985 single, “Living on My Own.” Jeremiah Tittle, Co-Host of “The 500 with Josh Adam Myers” podcast and CEO/Founder of Next Chapter Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the stock market and the semiconductor industry. They explore the factors that may be contributing to the recent fluctuations in stock prices and the challenges faced by the semiconductor market. They also delve into the changing dynamics of data center design and the implications for the growth of AI. Additionally, they touch on the automotive semiconductor market and the delays in product releases. Overall, they provide insights into the trends and challenges in the semiconductor industry.

This episode of The Circuit covers the recent earnings reports of semiconductor companies, including AMD, Arm, Qualcomm, and Intel. The hosts discuss the market sentiment, the strength of the data center infrastructure, and the growth potential of these companies. They highlight the cleverness of Arm's business model and the positive trends in their licensing and royalty revenue. They also analyze Qualcomm's performance, noting the anomaly in the automotive market and the misconception of Qualcomm as a PC play. Overall, the hosts provide insights into the semiconductor industry and the factors influencing the market. In this conversation, Jay Goldberg and Ben Bajarin discuss the recent earnings calls of Qualcomm and Intel. They analyze the key takeaways and discuss the challenges and opportunities faced by both companies. The conversation covers topics such as Qualcomm's diversification strategy, the importance of product competitiveness for Intel, and the need for management to execute effectively. They also highlight the significance of process improvement and the potential impact on future performance. Overall, the conversation provides insights into the current state and future prospects of these two tech giants.