ASML, every mention
1 scene (2024) · ← back to ASML
tap a year for its mentions
every year 2024 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
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?