{"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":"Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!","slug":"episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week","published_at":"2026-03-02T18:56:16+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/26f5f6ca","audio_url":"https://media.transistor.fm/26f5f6ca/fa5641ae.mp3","summary":"In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the semiconductor market, the rise of AI agents, and the future of SaaS. The conversation highlights the importance of profitability, strategic partnerships, and the evolving competitive landscape in the tech sector.","meta_description":"In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3693,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week/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/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}