Qualcomm
includes Qualcomm House, Qualcomm Snapdragon
11 statements across 1 episodes · 9 bullish · 1 bearish · 1 people on the record · first statement Jan 20, 2026 by Cristiano Amon · said 31 times in 7 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (24), Cristiano Amon (6), Pat Gelsinger (1)
tap a year for its mentions
2026 30 mentions in 6 episodes 5 per episode
- Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
- AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
- Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
- How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
- OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- every mention in 2026, scene by scene →
2023 1 mention in 1 episode
Everything said about Qualcomm, oldest first
Jan 20, 2026 positive
Amon: Qualcomm is focusing its robotics strategy on industrial automation
“That's why we're really focused on industrial robots, because you can train a robot, for example, Your task is going to go to the supermarket at night and put the stuff back on the shelf. That's a self-contained problem. You're not training a robot to do every…”
Jan 20, 2026 positive
Jan 20, 2026 bearish
Amon: General-purpose domestic humanoid robots will take significant time
“A robot that is going to be with you in your house, and it's going to do everything you ask the robot to do it's going to take a time to train that. It's very difficult. It's difficult. Every house is not going to be the same. Every task is not going to be the…”
Jan 20, 2026 bullish
Amon: Qualcomm is building post-GPU chips for data center inference
“So we're building what we believe is post-GPU. When you started to do inference and you need the dedicated engines, We're building that. I actually believe that the NVIDIA acquisition of Croc validates that you different engines for different things, and I thi…”
Jan 20, 2026 bullish
Jan 20, 2026
Amon: Real-time contextual AI cannot run entirely in the cloud
“You cannot do everything on the cloud because of also latency. It is not going to be useful for you. If I go back to when you asked me to describe the experience, if you and I are walking together in the street, and I'm gonna say, hey, who's this person? And y…”
Jan 20, 2026 positive
Jan 20, 2026 positive
Jan 20, 2026 bullish
Amon: AI inference will eventually surpass training in data centers
“Eventually inference is going to take over training because Just think about that for a second. If you're a company spending billions of dollars building a data center for training, you expect to get a return on that investment. So when you start putting AI in…”
Jan 20, 2026 bullish