why aren't all 11 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
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…”
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…”
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: 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.”
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.”
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…”
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: 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: Companies are currently designing earbuds with built-in cameras
“There are some companies right now, they're designing an earbud with a camera.”
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.”