ASML, every mention
3 scenes · ← back to ASML
tap a year for its mentions
every year anyone Bill Gurley 4
Verbatim, from the transcripts: the passages where ASML comes up
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:37 Bill Gurley And I've talked about this in the past, like I expect, you know, SML to just ignore us telling them they can or can't do something.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:22 Bill Gurley That the same people that push the H-Twenty want to, you know, put even more restrictions on ASML, which is a Dutch company, or fine TSMC for building Huawei chips. 2 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 4:19 Bill Gurley And so, a combination of work ethic and technical skills, I personally think they have all the pieces they need to run as fast as they possibly can, and I don't think blocking ASML or blocking AI technology or blocking anything is working.