ASML, every mention

4 scenes (2025) · ← back to ASML

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every year 2025 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

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Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 1 mention

  • ▶ 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 Sep 11, 2025 · 12 mentions

  • ▶ 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?
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