I've been spending the last few weeks researching carbon removal, specifically around how we might think about its costs and how we might fund it given its unique mixture of being highly urgent and very nascent. I've put most of my current thinking here scalingcarbonremoval.com/

Put together a list of sources that were useful when learning about ASML/EUV. The list includes some books, annual reports, podcasts, and lots of articles.

A deep dive into how ASML became a chokepoint for making cutting-edge chips by betting on EUV, close collaboration with TSMC and the US government, and more (@_neilhacker / Works in Progress) (Visit Techmeme dot com for the link and full context!)

Europe has one of the most essential and irreplaceable companies in the global AI supply chain: ASML, which produces the machines that TSMC uses to make its chips. These machines are roughly the size of double-decker buses. To ship one requires 40 freight containers, three cargo planes, and 20 trucks. They are the world’s most complex objects. Each contains over one hundred thousand components, all of which have to be perfectly calibrated for the machine to produce light consistently at the right wavelength. ASML was once seen as an also-ran compared to its arch-rivals Nikon and Canon. It succeeded thanks to involvement in a US program to develop extreme ultraviolet lithography, which only happened because the Americans were so worried about losing to Japan. ASML also outsourced much of its R&D instead of trying to do it all in house, which allowed it to spread its bets across many different companies. Today, the entire global AI industry depends on ASML. Understanding its success is crucial to understanding Europe's position in AI today, and how it can leverage that to avoid being left behind tomorrow. worksinprogress.co/issue/the…

Issue 23 of Works in Progress is out now! With features on: 🪞 ASML, Europe's AI juggernaut. 🧷 Engineering the disposable diaper. 🛕 Modern Hindu temples, some of the world's most inspiring architecture. 🚌 The invention and reinvention of buses. worksinprogress.co/ Plus: 👶 Why the best time to freeze your eggs is now 🚄 How America can have Japanese-tier railways ☢️ How Britain forgot to build cheap nuclear power And more! worksinprogress.co/

Some are calling it the most anticipated issue to date, especially the ASML piece, so be sure to grab a copy.