Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
15 Nov 2022 Acquired Qualcomm
“Do you bet on the intelligent connected edge as the CEO Cristiano Amon would put it or do you bet on AI? They're both mega trends, AI has a far bigger potential, in my opinion than the intelligent connected edge which is wonderfully buzzed.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 15 Nov 2022
- Publisher
- Acquired
- Episode
- Qualcomm
Transcript context
…Which is interesting. Revenue can probably also number of chips, they are the largest fabless semiconductor company in the world, bigger than NVIDIA. But a way lower market cap than NVIDIA. Yup. Are you going to make a bet? Here's my view on the Qualcomm versus NVIDIA. Do you bet on the intelligent connected edge as the CEO Cristiano Amon would put it or do you bet on AI? They're both mega trends, AI has a far bigger potential, in my opinion than the intelligent connected edge which is wonderfully buzzed. Although I do really have a genuine appreciation after doing this episode for the amount of engineering that goes into wireless technological advances. Which is almost at a Moore's Law, much slower than Moore's Law like pace, but a steady drum beat has continued to improve. Now there's no difference between 5G and home broadband.…
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