ASML, every mention

3 scenes (2026) · ← back to ASML

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every year 2026 anyone David Friedberg 16Jason Calacanis 6Chamath Palihapitiya 4Peter Thiel 1David Sacks 1Arthur Mensch 1

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

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Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores Jul 30, 2026 · 2 mentions

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

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño May 15, 2026 · 1 mention

  • ▶ 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…

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN Mar 23, 2026 · 1 mention

  • ▶ 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
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