ASML, every mention
6 scenes · ← back to ASML
tap a year for its mentions
every year anyone Benedict Evans 2Stephen Balaban 1Nathan Benaich 1Matt Turck 1Dylan Patel 1
Verbatim, from the transcripts: the passages where ASML comes up
The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- ▶ 30:45 Stephen Balaban With the help of the broader ecosystem, because again, there's no such thing as rolling it yourself unless you're like, you know, mining, um, you know, ultra pure silicon from somewhere, you know, and then coming up with your own, uh,…
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 40:26 Benedict Evans Um, no, we're not going to triple our capacity this year, and ASML can't ship the stuff fast enough either.
- ▶ 45:14 Benedict Evans So we're going to double GDP, like, and we're, five percent of that will go to Sam, and the other five percent will go to Jensen, and some of it will go to SML.
Mistral AI vs. Silicon Valley: The Rise of Sovereign AI
- ▶ 1:57 Matt Turck A 1.7 billion euros, uh, Series C led by ASML at an 11.7 billion post-money valuation.
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 33:04 Dylan Patel I don't think there'll be as good as ASML for a long time.
State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
- ▶ 38:11 Nathan Benaich Um, I mean, Europe has produced, like, pretty impactful deep tech companies as well over the years, whether it's, like, ASML, or, like, Nova Nordisk, or, uh, you know, Spotify, or, like, other things, right, DeepMind.