ASML, every mention
2 scenes (said by Benedict Evans) · ← 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
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.