ASML, every mention

9 scenes (2026) · ← back to ASML

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Verbatim, from the transcripts: the passages where ASML comes up

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RSI Is Closer Than People Think, Per Tae Kim Jul 29, 2026 · 1 mention

SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN Apr 11, 2026 · 2 mentions

  • ▶ 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 Mar 30, 2026 · 2 mentions

  • ▶ 15:37 Tae Kim Because TSMC is so short that, you know, Elon needs to find, but even then, like, how are they going to buy, like, semi-cap equipment from ESML and AMAT? 2 times in the scene

SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN Mar 23, 2026 · 1 mention

Elon's Moon Mass Driver: Here's How He'll Do It Mar 23, 2026 · 1 mention

  • ▶ 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 Mar 17, 2026 · 1 mention

  • ▶ 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 Mar 6, 2026 · 1 mention

AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN Feb 12, 2026 · 2 mentions

The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN Feb 7, 2026 · 2 mentions

  • ▶ 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
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