ASML, every mention

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Verbatim, from the transcripts: the passages where ASML comes up

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▶ 22:08 Jason Calacanis ASML, which makes those machines, which TSMC uses, those are very sophisticated machines. 2 times in the scene

▶ 21:43 David Friedberg They've got a multi, I think I talked about this on one of the shows, a multi-deca-billion-dollar government investment in ensuring competitiveness, not just with fabs, but also with semiconductor manufacturing equipment so that they don't…

▶ 1:12:10 Arthur Mensch Now, uh, the way we, we then use that technology that has been deployed is that we're going to be working with, uh, the teams that is doing, uh, image scanning and default detection with ISML for instance, and we're going to be

▶ 59:56 Jason Calacanis Alright, according to a Reuters report, Freeburg, China has built a prototype of ASML's EUV machine. 4 times in the scene
▶ 1:02:54 David Friedberg I honestly don't think that the Reuters story is necessarily news, because I think it's a little bit of a narrow scope in trying to describe what happened, which is that they, quote, stole ASML technology because scientists are working on… 4 times in the scene
▶ 1:11:46 David Friedberg We, we need to recognize we keep using the term reverse engineering as if ASML is the only way to do this, and it is not. 4 times in the scene

▶ 13:09 Chamath Palihapitiya And the leaders there, like companies like ASML, and then even one step back companies like Carl Zeiss that make these lenses, those are critical infrastructure that the West needs.
▶ 14:47 Chamath Palihapitiya How do we go about creating an ASML type company or capability or, you know,

▶ 23:33 David Friedberg Like, does that need to be, you know, sort of reshored, or, like, does ASML need to start building, you know, sort of machines in the United States, or is it okay to have that type of, you know, supply chain risk on an ally?

▶ 1:19:27 David Friedberg So there's a company called ASML, which everyone that works in tech knows about. 3 times in the scene

▶ 21:54 Chamath Palihapitiya Doesn't seem like an unreasonable thing where it's a tit for tat tariff, but in other markets where if you need, for example, a specific piece of equipment from ASML to build a chip, and now all of a sudden that that machine is 25% more…

▶ 59:41 David Friedberg And they'll find ways to copy the ASML technology and, you know, 3 times in the scene

▶ 41:28 Peter Thiel I mean, I assume TSMC and ASML, but, but, uh, but, uh, yeah,

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