David Rosenthal: evaluation

Transcript context

…I also think they're scale economies. If you are a fabless chip company, then it is worth all the R&D going into designing and creating a Snapdragon and realize across a huge number of customers. It's really hard to start the next Qualcomm if the frontier you want to compete on is making a better Snapdragon. That's not going to happen. I've got a fun one here. This is both fun to talk about it because it always is. I feel reasonably confident in, I think Qualcomm during the golden years that we told the history of had real process power. I think it was equivalent to the XR Brain Trust. That set of people working together under those set of circumstances were wholly unique in the industry and the world. Actually, it's interesting, besides The Qualcomm Equation book from Dave Mock, which is amazing, there's tons of history out there about Qualcomm especially in local San Diego publications and history books. Especially because the Jacobs has given hundreds of millions of dollars to support the community.…

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