This Week in AI: China's Lithography Heist // The Lunar Mass Driver // $15 Billion Deals

In the Loop AI · Dec 19, 2025 · 29m · transcript

ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures.

We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model.

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TIMESTAMPS

0:00 The Invisible Monopoly

2:17 China's…