About this episode
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.------? LIMITLESS HQ: LISTEN & FOLLOW HERE ??https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Invisible Monopoly2:17 China's Breakthrough4:48 Competing Technologies5:24 Dependency on ASML9:44 Lunar Mass Driver10:52 Energy and AI11:45 Waymo Fundraising14:19 Amazon and OpenAI15:14 Circular Economy16:47 Gemini 3 Flash23:08 Advances in Organ Preservation26:40 Recap of the Week------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures?
