Qualcomm

includes Qualcomm Snapdragon

4 statements across 4 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 22 times in 17 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (6), Steven Sinofsky (3), Ryan Tseng (2), Kyle Russell (2), Darshan Shankar (2), Chris Dixon (2), Sonal Chokshi (1), Qasar Younis (1)

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2026 1 mention in 1 episode
2025 4 mentions in 3 episodes 1 per episode
2019 15 mentions in 11 episodes 1 per episode
2017 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Qualcomm, oldest first

Jul 15, 2017 bullish
Assertion Not checkable as stated
Evans: ARM and Qualcomm have displaced Intel as chip leaders
“And then in chips, it's not Intel, it's ARM and Qualcomm.”
Benedict Evans Jul 15, 2017 ▶ 7:54 Mobile Is Eating the World, 2015
Jan 2, 2019
Assertion Supported
Evans: Apple disrupted mobile by treating cellular networks as transparent data pipes
“One of the things that allowed Apple to disrupt everything was by saying, no, no, no, no, it's just a piece of wire, and we ignore it completely. We make zero effort to optimize bandwidth, and, you know, it's kind of an overstatement, but we just completely ig…”
Benedict Evans Jan 2, 2019 ▶ 5:09 a16z Podcast | Location, Location, Location -- and Mobile
Jan 2, 2019 negative
Assertion Supported
Markoff: Transistor costs have stopped falling for non-Intel semiconductor companies
“For most of the industry the cost of transistors has stopped falling. And so as you scale, this is everybody but Intel in the industry says this. You, if you talk to Broadcom, if you talk to Qualcomm, all of the customers of the foundries say, you know, going …”
John Markoff Jan 2, 2019 ▶ 18:58 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Jan 2, 2019 positive
Disclosure
Tanium is working with Intel and Qualcomm on silicon integration
“And we've actually got projects with both of them To embed Tanium's communications architecture directly into the chip.”
Orion Hindawi Jan 2, 2019 ▶ 35:49 a16z Podcast | The Fundamentals of Security and the Story of Tanium’s Growth
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