FC Bayern Munich: The Best Run Club in Footba...

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Cognex: Vision Quest - [Business Breakdowns, REPLAY]

This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 2026, machine vision is becoming an increasingly important par ... Show more

. 44min 52sec

ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation ... Show more

. 52min 36sec

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