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Podcast de Jon
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.
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While attending an ASML presentation at SEMICON Korea, I noticed a tidbit on one of the slides. A key part of their future EUV roadmap has been growing the power source to 800 watts or more. But it had not been super clear to me how they were going to do that, other than maybe raising the speed of the tin pellets. Then I saw the slide and it showed something new, at least to me. Three laser pulses rather than two. Now how about that? No, this is not an Onion article. This looks to be real. In this video, I want to talk about lasers and EUV light sources. And how three is better than two. ---------------------------------------- Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Listen to Stratechery [https://open.spotify.com/show/1jRACH7L8EQCYKc5uW7aPk]. Listen to Dithering [https://open.spotify.com/show/2qrjQTO7wFlkAs6juz1w1W]. Listen to Sharp China [https://open.spotify.com/show/4PGk72vZmL2uHwUB8Yqssk]. Listen to Sharp Tech [https://open.spotify.com/show/4vk2MfVMEAuOnTWUOz6lnE]. Listen to Greatest Of All Talk [https://open.spotify.com/show/29hrPvq9yABUvxAgSojUJE].

Last year during my trip to Silicon Valley, I was invited to visit a company called PsiQuantum. When you think about quantum computing, your mind might conjure up those chandeliers. Qubits plunged to super cold temperatures. PsiQuantum is working on something a little different. Quantum computing using photons. In this video, a form of quantum compute with intriguing possibilities. Does it “work” like silicon does today? Is quantum compute really here? I can’t really answer those questions in this video. But we can explore the ideas and the ideas are certainly mind-bending. ---------------------------------------- Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Listen to Stratechery [https://open.spotify.com/show/1jRACH7L8EQCYKc5uW7aPk]. Listen to Dithering [https://open.spotify.com/show/2qrjQTO7wFlkAs6juz1w1W]. Listen to Sharp China [https://open.spotify.com/show/4PGk72vZmL2uHwUB8Yqssk]. Listen to Sharp Tech [https://open.spotify.com/show/4vk2MfVMEAuOnTWUOz6lnE]. Listen to Greatest Of All Talk [https://open.spotify.com/show/29hrPvq9yABUvxAgSojUJE].

What was the world's top selling drug in 2023? Maybe the magic weight losing drug semaglutide, better known as Ozempic? Or the COVID vaccine perchance? Nope. 2023's top selling drug was an antibody, Keytruda, with about $25 billion in sales. $27 billion projected for 2024. In fact, five of the top ten best selling drugs in 2023 were antibodies. Antibody therapies revolutionized medicine. We have long known they can. The problem has always been how to make them the right way and at industrial scale. Today it is done with the help of a hamster. Or rather its cells. In this video, the incredible story of the hamster that revolutionized medicine. This is one of my favorite videos of the year. ---------------------------------------- Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Listen to Stratechery [https://open.spotify.com/show/1jRACH7L8EQCYKc5uW7aPk]. Listen to Dithering [https://open.spotify.com/show/2qrjQTO7wFlkAs6juz1w1W]. Listen to Sharp China [https://open.spotify.com/show/4PGk72vZmL2uHwUB8Yqssk]. Listen to Sharp Tech [https://open.spotify.com/show/4vk2MfVMEAuOnTWUOz6lnE]. Listen to Greatest Of All Talk [https://open.spotify.com/show/29hrPvq9yABUvxAgSojUJE].

Vitamins are organic molecules that we need to survive. You do not need a lot of them, but if you go without them for too long then deficiencies result. And then you are going to be in for a bad time. Science helped us discover the magical life-saving properties of these vitamins. Engineering helped us scale and bring them everywhere. And cartels helped a few shadowy companies monopolize them for profit. This really happened. In this video, we look at vitamins and the secret, international cabal manipulating their prices for almost a decade. ---------------------------------------- Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Listen to Stratechery [https://open.spotify.com/show/1jRACH7L8EQCYKc5uW7aPk]. Listen to Dithering [https://open.spotify.com/show/2qrjQTO7wFlkAs6juz1w1W]. Listen to Sharp China [https://open.spotify.com/show/4PGk72vZmL2uHwUB8Yqssk]. Listen to Sharp Tech [https://open.spotify.com/show/4vk2MfVMEAuOnTWUOz6lnE]. Listen to Greatest Of All Talk [https://open.spotify.com/show/29hrPvq9yABUvxAgSojUJE].

Carlos Slim wasn't the first ever Mexican to be the world's richest man. That honor should probably go to Antonio de Obregón y Alcocer, the half-Mexican who discovered and ran the greatest silver mine of all time: the Valenciana Mine. That mine, by itself, was responsible for 60% of all the silver produced in the 18th century. So Slim has some ways to go. But I have always been fascinated at Mexico's wealth inequality. How did a country with 46.8 million people living in poverty also end up hosting one of the world's richest men? The answer is that they sold him a monopoly. In this video, the birth, development, and eventual sale of Mexico’s telephone industry. ---------------------------------------- Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Listen to Stratechery [https://open.spotify.com/show/1jRACH7L8EQCYKc5uW7aPk]. Listen to Dithering [https://open.spotify.com/show/2qrjQTO7wFlkAs6juz1w1W]. Listen to Sharp China [https://open.spotify.com/show/4PGk72vZmL2uHwUB8Yqssk]. Listen to Sharp Tech [https://open.spotify.com/show/4vk2MfVMEAuOnTWUOz6lnE]. Listen to Greatest Of All Talk [https://open.spotify.com/show/29hrPvq9yABUvxAgSojUJE].
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