ASML, every mention
18 scenes · ← back to ASML
tap a year for its mentions
every year anyone John Coogan 14Delian Asparouhov 5Tae Kim 3Jordan Schneider 2George Hotz 1
Verbatim, from the transcripts: the passages where ASML comes up
RSI Is Closer Than People Think, Per Tae Kim
SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN
- ▶ 3:44 unnamed speaker And when we talked to the founder of EnduroSat, it did sound like there was a lot of really important manufacturing, but it wasn't at the level of, like, buying tools from ASML and spending a hundred million dollars on a single machine. 2 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 6:16 John Coogan There's a lot of patents that have been licensed to ASML, to TSMC.
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 7:08 John Coogan To ASML, to TSMC, and so we do have the ability to pull levers and strings to sort of limit those, especially if they're packaged by NVIDIA, an American company.
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 26:03 unnamed speaker w I really want to know what his plan is for that because has he put in an order for a tool or is he going to do Terra ASML?
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 21:51 John Coogan And they have SME, which is their ASML equivalent.
AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
- ▶ 28:16 John Coogan Their last round was led by ASML. 2 times in the scene
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 7:36 unnamed speaker There's this bottleneck within the chip bottleneck, which is the TSMC supplier, ASML, and they ship around 50 EUV machines per year, maybe 50, 60. 2 times in the scene
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 18:26 John Coogan When ASML, which makes the lithography machines that go sit at TSMC and actually make the chips that Nvidia designs, ASML, the Dutch company, they did what's called a customer co-investment program. 6 times in the scene
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- ▶ 1:57:27 George Hotz Uh, tier two, or like TSMC, ASML, Samsung, Intel, right?
The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
- ▶ 3:51 Delian Asparouhov Um, you know, sort of semiconductor processes by far the most famous there is, you know, sort of ASML and lithography. 4 times in the scene
- ▶ 6:52 unnamed speaker Is there any, and, and I don't have context here, I don't know if you do, but is there any effort to get ASML to start manufacturing here in the United States, or is it just completely out of the question, right? 6 times in the scene
- ▶ 12:44 Delian Asparouhov Like, I don't think that like trying to just copy the ASML tech tree makes any sense.
Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- ▶ 21:51 Jordan Schneider And the, the challenge there is they are not allowed and have not yet been able to replace, um, uh, electro, uh, EUV tools, which is what, um, uh, ASML makes. 2 times in the scene
The Future of Artificial Intelligence
- ▶ 28:50 unnamed speaker Uh, can they either get around the export controls reliably at a, at an order of magnitude larger scale, or can they get SMIC and SME, their version of TSMC and ASML? 2 times in the scene
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:03:10 John Coogan So they have their own TSMC, they have their own NVIDIA, and they have their own ASML.
The Secret Billionaire Party (ep6)
- ▶ 2:00:24 John Coogan And the average tech person, like, only understands the supply chain, like, maybe in chips, in the sense that they know that, like, you know, OpenAI is partnered with Microsoft, who is a hyperscaler, who builds a data center that buys… 2 times in the scene