
TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness
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Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.