{"podcast":{"title":"The Circuit","slug":"the-circuit-5928182","podcast_index_feed_id":5928182,"rss_url":"https://feeds.transistor.fm/the-circuit","website_url":"http://thecircuit.fm","image_url":"https://img.transistorcdn.com/dmuVod8heI1BTzCMRQjiKKaN5iBLqIety_mvK5g9ruc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM3MjEyLzE2NzQz/MTg3MzAtYXJ0d29y/ay5qcGc.jpg","author":"Ben Bajarin and Jay Goldberg","episode_count":177,"summary":"A podcast about the business and market of semiconductors","last_synced_at":"2026-07-20T06:21:06.127243+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182"},"episode":{"title":"Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?","slug":"ep-142-amd-financial-analyst-day-neoclouds-earnings-reits-or-neoclouds","published_at":"2025-11-18T18:37:15+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-142-amd-financial-analyst-day-neoclouds-earnings-reits-or-neoclouds","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/17405154","audio_url":"https://media.transistor.fm/17405154/732dcb55.mp3","summary":"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 industry. They also discuss key neocloud earnings and engage in a conversation on if these companies are REITs or neoclouds.","meta_description":"The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion d…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2738,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-142-amd-financial-analyst-day-neoclouds-earnings-reits-or-neoclouds/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-142-amd-financial-analyst-day-neoclouds-earnings-reits-or-neoclouds.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}