Qualcomm
includes Qualcomm Snapdragon
2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Dec 11, 2022 by Benedict Evans · said 10 times in 5 episodes since 2022 · across every show →
Mentions by year, the whole family
brought up most by Benedict Evans (8), Jay Goldberg (2)
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2023 2 mentions in 2 episodes 1 per episode
2022 8 mentions in 3 episodes 3 per episode
Everything said about Qualcomm, oldest first
Dec 11, 2022 positive
Evans: Blocking Apple's PA Semi deal would have preserved Intel-Qualcomm duopoly
“Apple is making basically better chips than Intel or Qualcomm today, and it's doing that based on the acquisition of PA Semi, which was now a decade ago, also ago, 15 years ago, and what would, if the FTC had blocked that, Then basically they'd have gifted the…”
Jun 18, 2023 positive
Benedict Evans: Apple's laptop-grade silicon gives Vision Pro an architectural advantage
“Apple is using a high-end laptop SAC in this thing because they have their own, which has massively better performance per watt than anything from Intel. Guess what Meta has to use? They have to use a smartphone chip from Volcom.”