ASML, every mention
9 scenes · ← back to ASML
tap a year for its mentions
every year anyone Harry Stebbings 8Rory O'Driscoll 6Jeff Lawson 3Matt Clifford 1Jason Lemkin 1Anjney Midha 1Andrew Feldman 1
Verbatim, from the transcripts: the passages where ASML comes up
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 1:05:19 Rory O'Driscoll Then you had kind of TSMC and ASML, and the truth is all the dynamics for those two companies are about the insane demand for semiconductors, which is
- ▶ 1:21:33 Rory O'Driscoll You had the TSMC's announcement, ASML announcement, and I was thinking, oddly enough, about different kinds of trusted supply chains. 5 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 46:45 Andrew Feldman Requires you to go through TSMC, and TSMC requires you to go through ASML or, or Samsung.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 11:31 Anjney Midha And so if you're ASML, you're, um, CMA-CGM that's doing logistics at scale, and some of this logistics is with mission critical supplies, you can't have your supply chain data being processed by an AI bot that's running on servers that is…
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 16:31 unnamed speaker ASML that sells primarily to TSMC is the same dynamic, you know, one seller, one buyer to a rounding error, and it's manager, it's not like you can't build businesses in that space, but you have to have something really unique to avoid…
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 46:48 Harry Stebbings Mistral announced recently, this last few days, that ASML have become their largest shareholder at a fourteen billion dollar price. 8 times in the scene
- ▶ 51:04 Jeff Lawson And I don't know if you could say the same with ASML. 3 times in the scene
- ▶ 56:32 Jason Lemkin Whether it's, uh, ASML and Mistral and Atlassian is one of the greatest of all time, right?
Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- ▶ 24:23 Matt Clifford The bull case is either, like, it takes longer, and, you know, this sort of, the domestic ecosystem, because they can't buy, you know, ASML machines, they eventually make their own, and then we have no levers, right?