ASML
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 16, 2026 by Arthur Mensch · said 8 times in 4 episodes since 2025 · across every show →
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brought up most by Arthur Mensch (5), Lauren Goode (2), Dylan Patel (1)
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2026 7 mentions in 3 episodes 2 per episode
Everything said about ASML, oldest first
Jan 16, 2026 bullish
Mensch: Mistral works with ASML to build models with physics capabilities
“And so making models specifically, specifically good at a certain kind of physics when you're, when we're working with a company doing planes, for instance, or when we're working with ASML making models that are specifically good at operating their machines th…”