The Diary Of A CEO with Steven Bartlett
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Technology
The Circuit
by Ben Bajarin and Jay Goldberg
Today: #188 in Technology on our combined chart.
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Ranking history
History builds daily. We started tracking this show on the Technology chart recently, so the trend line appears after a second day of data.
View as table
| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 6 | #188 | #181 |
About the show
A podcast about the business and market of semiconductors
Latest episodes
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Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
October 5, 2026 · 58 minIn this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on whether the memory…
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Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
September 28, 2026 · 51 minIn this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the aggressive capacity…
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Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
September 21, 2026 · 51 minIn this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on the necessity of solving the…
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EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
September 15, 2026 · 30 minIn this episode of The Circuit, host Ben Bajarin sits down with Apple's product marketing and engineering leaders at Apple Park to unpack their latest silicon and hardware announcements. The discussion explores the benefits of Apple’s…
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Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
September 7, 2026 · 51 minIn this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market. They debate the semiconductor…
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EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
August 31, 2026 · 53 minBen Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its…
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EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
August 23, 2026 · 39 minIn this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets. Analog Devices (ADI) & The Data…
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EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
August 17, 2026 · 56 minIn this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent…