Ben Gilbert: uncertainty

Transcript context

…Yeah, it's starting to work now, but not in the time everyone thought it did. It was kind of like a lost era for Qualcomm. But when you look back on it, two things that actually were really great. (1) It was that acquisition because initially, Qualcomm was fighting OFDM and trying to have CDMA still be the standard for 4G. Eventually, they did pivot and get into OFDM. That was kind of an initial wrong move, but then it pivot in a save. (2) That's when they start building the Snapdragon unit, mobile systems on a chip, and CPUs and taking on more of the processing on the early predecessors to smartphones. That would just put them in such a good position for the modern smartphone era. They sell the high-end Android chip today. The world has sort of standardized around. Apple makes the A series chips for your iPhone. And if you're buying a high-end Android phone, it's a Qualcomm whatever. I don't know all the model numbers, but Series 8 Gen 1 or something is the Snapdragon. And they now brand everything Snapdragon.…

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