ASML

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 26, 2026 by Andrew Feldman · said 22 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by Harry Stebbings (8), Rory O'Driscoll (6), Jeff Lawson (3), Matt Clifford (1), Jason Lemkin (1), Anjney Midha (1), Andrew Feldman (1)

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2026 8 mentions in 3 episodes 3 per episode

Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal Jul 23, 2026 · 6 mentions · from 1:05:19
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings May 26, 2026 · 1 mention · from 46:45
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 1 mention · from 11:31
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2025 13 mentions in 2 episodes 7 per episode

OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings Sep 11, 2025 · 12 mentions · from 46:48
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 1 mention · from 16:31
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2024 1 mention in 1 episode

Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings Jul 1, 2024 · 1 mention · from 24:23
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Everything said about ASML, oldest first

May 26, 2026 positive

Opinion

Feldman argues TSMC, ASML, and Samsung are effective semiconductor supply chain chokepoints

“I think the chip industry Requires you to go through TSMC, and TSMC requires you to go through ASML or Samsung. I think there are reasonable choke points to manage those challenges.”

Andrew Feldman May 26, 2026 ▶ 46:41 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings

ASML

Mentions by year

Everything said about ASML, oldest first

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