Qualcomm, every mention
7 scenes, the whole family · ← back to Qualcomm
tap a year for its mentions
every year anyone Benedict Evans 8Jay Goldberg 2
Verbatim, from the transcripts: the passages where Qualcomm comes up
Vision Pro, two weeks on
- ▶ 27:59 Benedict Evans They have to use a smartphone chip from Volcom.
Working out AI questions
- ▶ 14:43 Benedict Evans Now there will be models on running on your device, on the Apple chip or the Qualcomm chip,
Why are chips interesting again?
- ▶ 3:45 Jay Goldberg That's companies like Qualcomm and Nvidia, who then pay
- ▶ 6:10 Benedict Evans And now they pay TSMC and maybe Samsung to make these chips for them that are better than anything that Intel or Qualcomm can make. 3 times in the scene
- ▶ 37:59 Jay Goldberg It's, it's, and so, like, if you're Qualcomm competing with NVIDIA, you don't want to see NVIDIA control ARM.
No Soup for You! Regulating tech M&A
- ▶ 27:32 Benedict Evans 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, 2 times in the scene
How many metaverses?
- ▶ 25:21 Benedict Evans It's, why isn't Qualcomm on that list?