ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures.
We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model.
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TIMESTAMPS
0:00 The Invisible Monopoly
2:17 China's Breakthrough
4:48 Competing Technologies
5:24 Dependency on ASML
9:44 Lunar Mass Driver
10:52 Energy and AI
11:45 Waymo Fundraising
14:19 Amazon and OpenAI
15:14 Circular Economy
16:47 Gemini 3 Flash
23:08 Advances in Organ Preservation
26:40 Recap of the Week
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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