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Carl Zeiss

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

Dwarkesh Podcast All-In with Chamath, Jason, Sacks & Friedberg

Episode Mentions

Dwarkesh Podcast

Dwarkesh Podcast · Mar 13, 2026

Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute

“German optics supplier that's a critical bottleneck in EUV tool production with only $2.5B market cap”

AI Compute Scaling BottlenecksSemiconductor Manufacturing ConstraintsEUV Lithography Tools

All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Dec 19, 2025

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

AI regulation and moratoriumChina EUV lithography breakthroughUS-China AI competition