opinion claim
The speaker recommends that a buyer able to purchase an ASML EUV tool for $400 million should hold it and resell it for over $1 billion.
Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026
In their words
The transcript segments this claim was taken from
“You know, I think like if anyone had like $400 million and the ability to convince ASML to sell them an EV tool,”
“they should totally just go buy one and wait, wait, wait and then sell it for north of a billion dollars. Right. But but ultimately,”Play from 10:16Report a misattribution
85%how strongly it was put, not whether it is true
75%importance to the conversation
92%confidence the claim was read correctly