Description
How did a Dutch company most people haven’t heard of come to hold the fate of AI? Marc Hijink, author of Focus — The ASML Way joins Josh and Robb to explore the insatiably precise process of producing the chips that power GPUs, and with them the AI taking shape all around us. Marc is a financial reporter and technology columnist for the Dutch daily newspaper NRC, and Focus is the result of decades of uncompromising, embedded reporting on ASML, which produces 90% of all chips worldwide. Operating out of a quiet town in the Netherlands, their extreme ultraviolet (EUV) lithography machines produce a steady stream of chips working with an accuracy of within a few atoms. The trio explores how the EUV process is as much probabilistic as it is deterministic, as well as the impact that different cultures have on ASML’s partnerships and pipeline. Relying on lenses that have to be grown from crystals, lithography is a high-stakes endeavor that requires a delicate balance of tooling and advanced engineering. We need it to power everything from smartphones to washing machines to traffic lights. With China looking for inroads into this foundational technology that has been controlled by the western world, this conversation is as timely as it is fascinating. Chapters - 00:00 - Inside ASML 01:12 - How ASML Makes the World’s Chips 03:20 - Chip Supply Chain Fragility 04:55 - Marc Hijink’s ASML Reporting 07:00 - The Hidden Hardware Layer 08:20 - Chips & Geopolitics 11:00 - Chips Are Physical Matter 12:40 - Error Correction & Precision 14:30 - ASML x TSMC Partnership 16:45 - ASML’s Chaos Culture 19:40 - Dutch vs. German Engineering 28:20 - Moore’s Law Goes 3D 32:10 - ASML + Mistral AI 40:00 - Why ASML Can’t Be Copied 49:00 - How ASML Prioritizes Orders 55:10 - Agentic AI & Complexity 1:02:00 - Humans Adapting to AI ---------- Support our show by supporting our sponsors! This episode is supported by OneReach.ai — creators of Generative Studio X (GSX), the first complete AI Agent Runtime Environment (V1 circa 2019). Forged over a decade of R&D and proven in 10,000+ deployments, GSX lets enterprises design, build, and orchestrate secure, scalable AI agents and systems. Trusted across healthcare, finance, government, and telecom. Use any AI models Build and deploy intelligent agents fast Create guardrails for organizational alignment Enterprise-grade security and governance Avoid vendor lock-in. Backed by UC Berkeley and recognized by Gartner. Before you build or buy another AI solution, think about getting an AI system. Book a Demo: https://onereach.ai/book-a-demo/?utm_source=soundcloud&utm_medium=social&utm_campaign=podcast_s6e9&utm_content=1 ---------- The revised and significantly updated second edition of our bestselling book about succeeding with AI agents, Age of Invisible Machines, is available everywhere : Amazon — https://bit.ly/4hwX0a5 #InvisibleMachines #Podcast #TechPodcast #AIPodcast #AI #AgenticAI #AIAgents #DigitalTransformation #Cybersecurity #AIInfrastructure #AIOrchestration #AIManagement #TechLeadership #Innovation #ResponsibleAI #AIStandards #OpenAI #Technology