ASML
7 statements across 4 episodes · 1 bullish · 4 bearish · 2 people on the record · first statement Jan 25, 2025 by John Coogan · said 38 times in 16 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (14), Delian Asparouhov (5), Tae Kim (3), Jordan Schneider (2), George Hotz (1)
tap a year for its mentions
2026 13 mentions in 9 episodes 1 per episode
- SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN
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- AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
- The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- RSI Is Closer Than People Think, Per Tae Kim
- SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- Elon's Moon Mass Driver: Here's How He'll Do It
- OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- 1 more episode that year, every mention in 2026 →
2025 23 mentions in 6 episodes 4 per episode
- The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
- Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- The Future of Artificial Intelligence
- Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- every mention in 2025, scene by scene →
2024 2 mentions in 1 episode
Everything said about ASML, oldest first
Jan 25, 2025 neutral
Apr 28, 2025 negative
Asparouhov: US should put 10% of foundry budget into domesticating lithography
“Like, I don't think that like trying to just copy the ASML tech tree makes any sense. I'm not sure that anybody else has come up with an energy source that like, you know, sort of as an option. So there probably needs to be like some, you know, sort of back. S…”
Apr 28, 2025 negative
Asparouhov: US has conceded semiconductor lithography monopoly to ASML
“There hasn't been a whole lot of effort, you know, so domestically in the United States to really do anything around lithography. We've just kind of accepted that the Dutch, right? I think it's a Dutch company. You know, are gonna, you know, have that monopoly…”
Apr 28, 2025 bearish
Apr 28, 2025 negative
Asparouhov: US lacks leverage to force ASML manufacturing onto American soil
“With ASML. It's like, okay, this is like a, you know, sort of European company. And like, if we start to try to like sanction or slap fines on them, they'll be like, okay, great. The very limited number of machines we were selling to the U S we're going to sto…”
Sep 27, 2025 neutral
Coogan: Intel, TSMC, and Samsung invested $6.8B in ASML in 2012
“ASML, the Dutch company, they did what's called a customer co-investment program. Where Intel, TSMC, and Samsung pitched in 6.8 billion dollars across R&D funding and equity purchases in the company in order to help pull in order to help ASML. This is 2012.”