Prediction Not checkable as stated
Amon: Horizontal ecosystem models will beat vertical models in smart wearables
“And I actually think I'm going to make a prediction here. I don't want to be offensive to any other company, but I think that's where horizontal model is going to win versus vertical model.”
Prediction Not checkable as stated
Amon: The winner at the edge will win the overall AI race
“I think at the end of the day, the winner of the edge Is going to be the winner of the AI race.”
Insight
Amon: Device incumbents hold the advantage in contextual AI
“So whoever had access to that data is in a very, very strong position. So it's companies that have, ah, you know, presence in All of those different devices already. I think they have an advantage. I will not bet against them.”
Prediction Not checkable as stated
Amon: SaaS and ISV apps will require onboard PC computing for AI
“On the enterprise, I think the economics are going to change because you know, those a lot of the ISVs and SAS applications are going to require the onboard computing, and I think that's going to make a difference.”
Disclosure
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…”
Prediction Not checkable as stated
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…”
Prediction Not checkable as stated
Amon: Wearables will connect directly to AI models, not just phones
“Wearable was when you talk about wearables and technology was designed to just extend your phone functionality. Like for example, yes, you have a smart watch. We'll tell you the time, but also give you now your sensors back to the phone and give you notificati…”
Disclosure
Cristiano Amon: Qualcomm is working with OpenAI on devices
“We're working with them. Unfortunately, I cannot tell you what it is. You will see, and it's going to be exciting.”
Opinion
Amon: Consumers will adopt smart glasses and jewelry over bulky helmets
“I don't think we, you and I are going to be wearing like a big helmet. I think we can wear glasses. We can wear jewelry. We, so humans kind of decide what they're going to wear”
Prediction Held up
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…”
Prediction Not checkable as stated
Amon: AI is probably underhyped in the long run
“I think what's going to happen is AI right now in the long run is going to be bigger than people think. It's probably under hype for the long run.”
Insight
Amon: Multimodal AI fundamentally changes the definition of a computer
“Now the computers understand what we see, what we say, what we write and that changes a little bit, the human computer interface. And with that changes the whole you know, definition of what the computer is.”
Assertion Supported
Amon: Companies are currently designing earbuds with built-in cameras
“There are some companies right now, they're designing an earbud with a camera.”
Insight
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…”
Assertion Supported
Amon: Tech companies are shifting voice-to-text on-device to eliminate delay
“All companies right now voice to text, they're starting to do locally, because you can't you don't tolerate any delay.”
Prediction Not checkable as stated
Amon: Energy will be a scarce resource for inference data centers
“If you just look at today, you have this very aggressive ramp of growth of AI, and you don't have the same ramp on energy. You know, there's a gap between the available energy and AI. So I think energy is going to be a scarce resource also to operate an infere…”
Disclosure
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…”
Insight
Amon: China's Industrial Base Accelerates Robotics and Tech Prototyping Speed
“I think there is some merit
In the argument that you're closer to a very large industrial base, and you can prototype fast, you can build things fast, you can fail fast, and I think those things are helpful in developing the technology”
Assertion Supported
Amon: 1.2 billion mobile phones are purchased globally every year
“Every single year is 1.2 billion phones are purchased.”
Disclosure
Amon: Qualcomm customer in India is building QR-payment smart glasses
“We have a customer of us in India that is doing smart glasses. They integrated with the digital payment system, so now you can look at a QR code and say, pay this, and it will pay.”
Assertion Not checkable as stated
Amon: Qualcomm spans silicon from 5W earbuds to 500W data centers
“And we're probably one of the few semiconductor companies that go from five Watts To your earbud, now to 500 watts, when you think about a data center.”
Cristiano Amon