rgalate

Joined 6 years ago

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Jun 4

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Comment · 6 months ago

The best explanation as to why ASML is so dominant is that they have locked out the best suppliers by signing exclusivity deals with them. If you want to compete with ASML you have to vertically build: the best lenses, the best lasers, the best metrology. A new entrant would need to replace ten different world-class vendors simultaneously. Unlike common business wisdom that dictates having multiple suppliers to mitigate risk, ASML succeeds by identifying the best supplier in the world for each critical component—such as Zeiss for optics or their specific metrology group—and securing exclusive, multi-year deals with them.

Dan Gelbart gives exactly this view in a podcast he took part: https://youtu.be/UTgrWmOk4q8?si=Zp13SPqN_Vx-kFlq&t=1564

Comment · 1 year ago

I'm curious to know the specific prompt they used to prime the conversations for the participants.

Comment · 2 years ago

Thanks for linking the interview! I listened to it and found it insightful.

Comment · 3 years ago

Not quite specific to entrepreneurship, but a while ago someone shared their project of a site that lists the most recommended books on hackernews [1]. The most recommended books are there for easy reference.

[1] HackerNews Readings: https://hacker-recommended-books.vercel.app/category/0/all-t...