ASML, every mention
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tap a year for its mentions
every year anyone Pete Shadbolt 11Peter Barrett 1Chris Josephs 1
Verbatim, from the transcripts: the passages where ASML comes up
Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
- ▶ 2:43 Peter Barrett That these exotic ASML devices are producing less and less for more and more money.
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 0:43 Pete Shadbolt TSMC, ASML, SpaceX, Nvidia, OpenAI.
- ▶ 21:10 Pete Shadbolt And it's baffling to me that people ask this question because just look at the most consequential, durably valuable, strategically important, geopolitically significant companies of our age, TSMC, ASML, SpaceX, Nvidia, right? 2 times in the scene
- ▶ 38:45 Pete Shadbolt Um, so what happens inside TSMC, what happens in an ASML EUV machine, you know, programming a 100,000 GPU Nvidia cluster, operating a Raptor engine from, uh, SpaceX or designing a payload that's going to go on a launch. 2 times in the scene
- ▶ 47:28 Pete Shadbolt Like TSMC, ASML, SpaceX, NVIDIA, like you earn your place in that list and they're not there yet.
- ▶ 1:10:02 Pete Shadbolt Politicians even now know, uh, where ASML is and why ASML matters. 2 times in the scene
- ▶ 1:23:21 Pete Shadbolt Obviously, like, those guys, that category of late stage crossover type people, they were in SpaceX, they were, they were in NVIDIA, they were in ASML when ASML was pretty, uh, crazy.
- ▶ 1:52:12 Pete Shadbolt Um, again, I'll just emphasize that the number of people who directly interface with the products of TSMC, ASML, SpaceX, NVIDIA, like how many people do a tape out of TSMC? 2 times in the scene
Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
- ▶ 14:50 Chris Josephs She bought Apple, she bought Qualcomm, she bought Nvidia, AMD, ASML.