Lithography

topic on 3 shows · 3 statements across 3 episodes

More or Less the MAD Podcast All-In

3 statements about Lithography, every show

MORE OR LESS Prediction Not checkable as stated
Lessin: China Will Figure Out Semiconductor Lithography
“It seems like completely obvious to me that like lithography, they're going to figure out and they're figuring it out.”
Jessica Lessin Jul 31, 2026 ▶ 31:17 The Lilian Weng Saga, Mental Health Essay Then OpenAI | Meta's AI Ad, China Cracks DUV
MAD Prediction Not checkable as stated
Patel: China will narrow its lithography gap to five years shortly
“Their lithography is like 10 years behind and I think it'll be five years behind in a couple of years, right?”
Dylan Patel Feb 5, 2026 ▶ 32:58 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
ALL-IN Disclosure
Bannister: I am skipping AI app hype to invest in lithography
“I tend to set out a lot of hype cycles, so I invested in power and compute, lithography, kind of all of the things that are going to be underneath all of this, and so I'm not sure how much of it I'm going to participate in until it starts to get to a steady st…”
Cyan Banister Jan 11, 2025 ▶ 1:32:28 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

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