YouSaid · the spoken record

Cristiano Amon

lines on the record
70
first
2022-04-27
most recent
2022-04-27
sittings or episodes
1
sources
podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

  1. Oh, thank you so much. Thank you for the kind words. Really a pleasure having this conversation. I really had a lot of fun doing it. And thank you for having me on your podcast

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  2. I'm a big believer that technology is at the end a force for good. And if just look, you know, not trying to move away from a deep discussion to a more specific technical one. But we started a conversation talking about smartphones. And smartphones really the first time that you could say that everybody in the world was able to connect to the internet and connect with each other. And I think what that empowerment that that provided, it's an incredible force for good.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  3. Love is very important, and it's an essential part of being human. It comes into package. And I think if you look at the situation, what's happening right now, I think you look at the situation with some of the underprivileged communities, you look at the homeless situation. I think we all need more love.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  4. That's not an easy question at all. I think that's a question. At least for me, you have to answer individually. But I do believe we're all here for purpose. In my prayers, I always ask that I stay on track, whatever my purpose is, but I do believe we're here for purpose and we need to do the best we can during the time we have on this earth.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Look, I'm a devout Christian, and so I'm a big believer that this is just a transition. But don't spend a lot of time thinking about that. I am somebody good, better and different that try as much as possible to leave the present. And that's what I do.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  6. His prout also proud because there are very few Brazilians that have achieved a position as CEO of a company the size of Qualcomm and I do know that also I carry a burden. especially for the Latino community to be an inspiration for them and make sure I set a good example.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  7. Does he give you advice? Does he Tell you how to improve my mom and dads too give me advice today. I'm very fortunate for that. But his...

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  8. You know, I've been fortunate enough to work in cellular and wireless my entire career. So I was like communications. When I went to engineering school, my dad was electrical engineer, but he worked with the utility company. He wanted to me to graduate in traditional electrical engineer like energy generation distribution. But I like electronics communication. So I ended up doing both. And I always like communication, was fascinated by wireless communication. So my first job out of college, I started working for a Japanese company down in Brazil was NEC. Tokyo asked me to go to the headquarters, and it was the first time I left Brazil. A little bit difficult.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  9. I got early in my career was extremely helpful for me. And I will gift that advice to everyone that is interesting. Spend time understanding what are the things you're good at and what are things you're not? Like what is that real border between your area of competence and your area of incompetence? And once you see that, once you see that, you know exactly what you have to work on and you can say, I can, if I, that's what I want to go next, this is the gap I need to do it. And it's faster when you can identify yourself before other people can tell you. Then it leads to automatically the next tab. Surround yourself, the people that are very good at the things that you're not.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  10. I think the first thing, and of course, all those answers are going to relate to my own experience, right? The first thing is It always worked for me to have a plan, even if the plan is just what I'm going to do within the next two years, but what do I want to do? Where do I want to go? And I think it's important for people, especially young people, is to really, you know, have a dream and go pursue it. I mean, have dreams, not go back to bed, to sleep. It's really what do you want to accomplish and then what it's going to take to do that and then believe in yourself. Like I said, I joined Walking as an engineer and I didn't have any plans when I joined to be CEO, but I do want as an engineer, what do I wanted to do? Where I want to contribute, what I wanted to work on. And then keep evolving from that point of time. The other thing is this is an advice. It's more of like career advice that I got.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  11. It is exhausting, but it's something I do like to do. And it's not only with partners, really, it's also internally to your employees. Get alignment on division and faith in division and execute. And at the end of the day, we're very fortunate we have a lot of smart people so people, if they're aligned with the vision, they know what to do. And then, of course, as CEO, you have to convince your investors that that's the right idea as well.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  12. Your question is we do have a lot of opportunities in all different areas. What we like, and I've been fortunate enough to become CEO at a time that a lot of the trends are pointing toward technology. We talk about some of them. We talk about merger of physical and digital spaces. We talk about the transformation of the automobile. We talk about the merge of computing and mobile, the enterprise transformation of the home. There are many of those trends. And those trends create opportunities for Qualcomm to be providing technology first. And as such, we're in a hurry. So I'm in a little bit of a hurry because I think the opportunity is incredible for technology, but having fun and enjoying the job.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  13. And a little bit of my personality. At the end of the day, business partnership is really done by people. And I think the importance of having trusted relationships for the long term is extremely important. And I've been dedicated to do that as CEO. We're not a company that plays for the short term. We don't. And when we build new partnerships, we expect that to be for decades. And so I spend time doing that and think that's important for Qualcomm. The other part of...

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  14. Let me answer in reverse order. First thing that I learned, and I think it's probably common across CEOs, especially in our industry, is it will be great if I had more time. I think there's, especially because we grow in so many areas and there's so many things to learn, so many relationships to build, time to spend with a number of different technologies, but I kind of reflect really the size of the opportunity that exists for Qualcomm. Qualcomm, it is really growing in a number of different directions all at the same time. And so it did get busier. And part of this is because I'm spending a lot of time understanding the new industries we're going in and building relationships. Second thing, which is a lot to do with how I think about Fang.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  15. The licensed revenue we have is for what we call the SCP, standard essential patents that are part of the 2G, 3G, 4G, and 5G standards. So if you want to build anything with 5G, you need to get a license from Qualcomm because it uses Qualcomm essential technology as part of the standard.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  16. They're my customers. And as part of that, I think the licensing model got tested in every geography And we succeeded in every single geography to validate the pro-competitiveness of this model. I think the fair, reasonable, non-discriminatory aspect of this model. And I would argue that besides being the most successful licensing business to date and the industry, probably the one that's been battle tested and is most stable because there's not a single jurisdiction that we have not had to validate that model. So it's part of our past. And what it creates is probably create a lot of stability in our licensing business. But having said that, the growth of the company is in the semiconductor space.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  17. We'll rephrase it by saying they used to be a lot of lawsuits in this space. In addition, of what we do in semiconductors, our processors and our modems and Snapchragon platform, we also have a licensing business, which has been part of the company since the beginning as the largest inventors of the essential technology in 2G CDMA, 3G, 4G, and 5G in Qualcomm contribute that to the standards. So we always had this model that rather than invent the technology and be the only one producing the products, we license so everyone can produce it. And as such, we receive intellectual property for these standard essential patents. As part of our Past dispute with Apple that's behind us now.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  18. And European geographies. And that's also very good. That's yet another incentive for more manufacturing capacity to be built and to be built with a geographic distributed way, which that's how you plan supply chain. So those, I think, are good things. So if anything we learn through the crisis, is this semiconductor, its importance? Semiconductor companies are important and we need to invest in semiconductors.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  19. Yes, and I think that's the second part of the answer. So, what's happening now? How are we going to get out of this? So we see a lot of capacity investments put into place by the industry. You know, we had invested a lot with our suppliers, a lot of the suppliers had made plans about increasing the capacity. The industry is planning to double its total semiconductor manufacturing capacity within the next five years, an example. So that's already happening. And then you see things which are actually good. They're good. The initiatives such as the United States Chips Act and now the European Chips Act, Chips Act's about $52 billion. The Europeans about $43. Their goal combined is to get at least 50% of the consumption with manufacturing installed within the US.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  20. Data goes to the cloud, the data center grows. So the floor for semiconductor consumptions went up by a lot. Then you have things that aggravated this. The pandemic aggravated this. There's a couple of trends from the pandemic. The enterprise transformation of the home, the home became an enterprise, massive amounts of upgrades on broadband and IoT. The office has changed to the way we work now, including the ability to support collaboration tools and video. Then you have the higher demand for products during the pandemic because people wanted to be connected, people bought new phones and new tablets and new computers, new gaming. So all of those things came on top of that as that aggravated the issue, but they're not the main issue. The main issue is it's actually a long-term growth of digital.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  21. So I'll try to be as objective as I can. So first, let's talk about what caused it. And you hear a lot of different things. I'll try to put it within the right context. The first thing that caused it, really, is the acceleration of digital transformation of pretty much everything in every industry. Every industry has been digitally transformed. And as such, the amount of semiconductors that are required is much larger. Just to give you a practical example, if you think about the automotive as an example, the cars that are cars that launch a new model launching today. The new model launching today most likely has 10x the amount of chips off the prior model. And the model that people working on this coming in next, probably 10x that one. So you see the amount of silicon and then billions of things become smart.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  22. Not program this in the computer vision. I want to use the example to go back to the conversation we had about quality. As an engineer, you need to make sure it works. Can you imagine if it gets over there in Mars and it doesn't work?

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  23. Especially when you think about. What's going to happen with the factory of the future, the industrial side of the future, the warehouse of the future when you bring 5G, for example, to it? And you have a number of different use cases, and then you see a lot of robotics application. And of course, drones. And the most famous, I will consider that a robot, the most famous robot in the world right now, it's powered by Snapdragon, which is the Mars Ingenuity Helicopter. The whole helicopter, the cameras and everything is powered by Snaptrack. And talking about exciting thing for an engineer, the same Snapdragon that goes to a phone and it can go to a Galaxy phone, for example, Samsung. The same, not a special one. Went all the way to Mars

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  24. We have in our IoT business, which has been one of the fastest growing business for us, a number of robotics engagement. So I'll give you some example. If you look at the Amazon Astro, you're familiar with that, there's two Snapdragon in there

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  25. Connecting the card to the cloud, redesign the interior of the digital cockpit experience, and provide the computation and sensor capabilities for autonomy and assisted driving.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  26. The car companies are not going away, it's actually a mistake not to bet in the car companies. The car companies need a technology partner that will provide the digital chassis for them. And that's what we're doing. So if you look at Qualcomm, we talk about a Snapdragon digital chassis. want to be the preferred technology partner of the car companies and I think it's working. Strategy is working right now.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  27. Literally. No, you're not going to be able to buy a welcome car, but we already. On our way to become the brains of the church. The way you should think about Qualcomm automotive strategy is. Car companies realize they need to become technology companies. You just look for example of the market cap Of some of the new electrical commerce and compare them with the legacy car companies.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  28. Connected computer on wheels will provide the computational and all the sensors for you to do assisted driving for the new digital cockpit experience connecting the car to the cloud. And all of that's happening at the edge.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  29. That can make decisions in real time, provide context information to the cloud to make the models more accurate and as well compare and contrast to the cloud. So there's going to be an exponential development AI happening with all the edge devices, the devices that are outside the data center, and computation is going to go alongside that. And a great example, that's the car. The car, we haven't talked much about the car, but Qualcomm, you could argue with as much as an automotive company as wireless company working 26 global brands. And it's easy to see, if you look at our mobile heritage and we talk about form factors, thermal, battery life, you're not going to put a server in a trunk of a car, but you need as much competition or capabilities. And that's we see Qualcomm providing, you know, as the car becomes a

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  30. Just import to describe what the edge is, and edge computing is. I think as we think about the evolution of the data center, you need to bring the computational closer to the devices. Also, when you put the computation together with the connectivity at the same time, you're going to see a lot of advancement of artificial intelligence happening closer or at the device. Look, it's a very, I have a simple way to describe it. Remember, in the beginning of this conversation, we talked about in the 4G era, broadband and mobile computing evolve side by side. If you're going to have broadband, you might as well have a computer in the poem of your hand. So we needed to invest in those two technologies. In 5G, AI develops side by side. You're connected to the cloud 100% of the time. You have a high bandwidth and you have now a smart and intelligent thing.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  31. I will argue we're already an automotive company today. But let me tell what I would like Qualcomm to be remember and recognized for. I think everyone that knows Qualcomm immediately connect us pun intended to connectivity and wireless. But the reality is we've been actually the company providing intelligence and processing to everything on the edge, everything outside the data center that we're doing. Those billions of devices that are going to be connected. And that's kind of explain when we talk about the connected intelligent edge, the beyond phones, cars BC. The broader IoT, as we talk about everything will be connected and intelligent. And that's what we want Qualcomm to be recognized for.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  32. This is an opportunity. This is an opportunity. Think about it. It starts with the PC making the PC giving you a better experience for teams, but then it goes right back into this trend of connecting physical and digital spaces and all the work we're doing with the metaverse and virtual reality materiality in the future is why not call somebody or connect with somebody with a hologram is possible.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  33. Compute all that kind of stuff. You have the camera capabilities, and let me go one step more. Microsoft talking about some of the features they're doing now using on Windows 11, using Snapdragon, remember we talk about a Snapdragon has an AI processor inside there. So one of the cool features Microsoft's talking about it is you can be on a teams call and you can make sure your eyes are looking at the camera 100% of the time.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  34. Back in Mobile Congress recently, Lenovo, they have a line of enterprise laptops called the ThinkPad. I'm sure you're familiar with it. So they announced a ThinkPad based on Snapdragon. With 5G on twenty eight hours of battery life. So that's next generation

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  35. You have an advance desktop computer or workstation in your office. But you want to work from home someday, so you're not going to move that to your home. So what do you need to do? You're going to have to rely on that. You're going to run that on the cloud. And you're going to run under the cloud. You need high bandwidth because you almost wanted the cloud to be the same as your computer for that use case. That's the 5G on demand computing use case. The US 5G is almost a link between two computers. But then, you know, CIOs are saying, well, my workforce is going home for seven days. I want all the data to be in the cloud. Look at, for example, Microsoft OneDrive or the ability to collaborate, you need the bandwidth. So when you put all of those things together, you start thinking about what is the next generation PC? And that's the opportunity for Qualcomm. I'll just give an example.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  36. We don't watch that in Back to the Future, too. Then, when we start developing 3G, people said, what's the application for having data to a cell phone? All video telephony. Then we started doing 4G. In the beginning, people said, well, why do you need all this broadband? Oh, via telephony. But it took a pandemic to make video telephony the killer application. And that's now the number one use case on a PC. So now think about that for a second. Personal computers now, they're technologies that people, when they're going to buy a PC, they didn't care much about it. Now they do. Camera. Camera, how good is the camera? The audio. Is that connected? How good is the connectivity? Do you have the latest and greatest Wi-Fi in cellular? What's the battery life? Because you're going to be working from anywhere. Sometimes you need that, sometimes you're not. So all those things, what's the portability like? So those things started to change how we should think about the PC. But I won't stop there. Let me talk about another trend. So all come as a result of what we saw the pandemic. Let's say that you're an engineer, the computer aided design.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  37. The conversions of mobile and PC. And the reason I'm excited about this because you see a lot of things happening that bring this right front and center when you think about the future technology. So what we learn with the pandemic is that the number one use case of personal computers is communications. It is interesting when you think about that as the number one use case on a PC today is communications. It's actually funny because in the cellular industry, actually I'll say, let me step back. In the telecom industry, we've been chasing this killer application of video telephony for decades, right? I remember back then in the wireline, even before the internet and IP ISDN, you remember those AT&T desk phones of a little screen and I said, you can do video television.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  38. Before I answer that question, let me just step back a little bit, and I'm sure we can talk more about those things. But the reality is Qualcomm is changing a lot. And we use, I know we spend a lot of time talking about 5G and smartphone and Snapdragon. And I think that has been what had defined Qualcomm for many years. But the reality is even consistent with that 5G conversation, which is a technology to connect everything, Qualcomm is also changing. Our technology that was in many cases designed for phones, and we said it in the beginning, connectivity and processing is going to virtually every industry. And as a result, Qualcomm is really changing with it and expanding to a number of different addressable markets. Some of those markets is the PC as you talk about it.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  39. Multi-your relationship, Apple has been very public that they are investing to develop their own modem. But the Qualcomm strategy has been clear. We really focus on Snapdragon. Our mobile strategy is not defined by providing a cellular modem to Apple. Our mobile strategy is this that we just talked about it. It's about the unique thing of Snapdragon that has every single technology integrated into a single SOC.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  40. Then followed by OPO and OnePlus and Vivo. So those are some of the largest Qualcomm customers. And they actually drive the Android ecosystem. And that's our mobile strategy and fully align with Google. And it's working. And I'm not to get into a lot of investor conversation, but we're also happy we became a beneficiary of the shifts that we saw in the marketplaces as Huawei became a smaller OEM as a result of the sanctions. We saw the rise of a lot of the other OEMs from China, especially for China domestic market, Xiaomi Opovivo. They moved to the premium category and they're all doing that with Qualcomm. So we're actually very fortunate and happy with the position we are in mobile business. We do have an Apple relationship. We provide modem technology to Apple.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  41. Since I began my relationship with them, they always had their own chip. They always had their own chip. And if you just look at what happened right now with the Galaxy S22 that just launched, you know, they used to balance their business about 50% Qualcomm. They will get the most advanced markets, like the United States and China and Japan and Korea. They will sign a Qualcomm. And then they have their own chip for the markets that they would be like more emerging markets, open markets, markets that they have a control on the channel because they sell a lot of appliances and other things. If you look what happened right now, GS22, 75% is Qualcomm. And then the next large OEMs and Android system are the Chinese ones, companies like Xiaomi, one of the fastest growing. It was number one in Europe at some point last year.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  42. Premium Android experiences. So we do produce Snapdragon and Multiple tier for every price point. But every year you mention the HGN1, and every year we provide the flagship product and then the other series that is trying to get the best of every possible technology at that time. And it's really focused on enabling the Android ecosystem. So I'll give an example. So you ask me the question, how to compete with Google? It's not about competing with Google. We're the number one enabler of the Google Android ecosystem. And the largest, the number one customer there is Akley Samsung. And if you look what happened to Samsung. Samsung always said,

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  43. Don't have to compete Google. Actually, if you look at our mobile strategy today, and then one thing I was very clear when I became CEO, I think there's a lot of confusion at the market. Our mobile strategy is very clear We are focused on making Snapdragon synonymous with premium Android experience. That's what Snapdragon is. Android.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  44. Thing you have to have incredible discipline because those are very complex systems. So in one way you have to design with quality because in many cases we're going to be ramping production and even before we have the silicon back and you have to rely on our simulation models and you have to rely on the fact that you design for commercial applications. That takes a while to build and it's probably been the history of a semiconductor business at Qualcomm.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  45. I'm of course very partial about it. I've been this company for probably more than 26 years. But I'll argue that there are a couple things that are ingredients for the success. So we talk about the fact that you have all those different technologies, they evolve at their own pace, and you have to be good in each one of them. And you needed them to make them working together. So you need to have an engineering organization that with incredible collaboration culture because everybody has to be working the train is going to leave the station. Every cart needs to be there, right? When it leaves the station, it needs to leave on time, especially in the phone business. You can change Christmas. You cannot change Black Friday. You cannot change all of the selling seasons. So the phones are going to launch on time and every technology needs to be there. The engineer needs to work as one. And we do have that at Qualcomm.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  46. Your battery has to last all day. So think about that. From a company like Qualcomm, we have to be good in each and every one of those technologies. We can't just say, oh, we're a CPU company or a GPU company or we're AI company. We have to do everything.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  47. You see that advancements in this technology now happens in the smartphone first versus additional camera. So the beauty about the Snapdragon is we always have this thing within Qualcomm. The phone, it's small, you have to be able to hold it. You're going to touch your face so you cannot be hot. You have to manage thermos. You expect to have a full day of battery life. But then you want it to not be sending data into 10 or 100 megabits. You want gigabits. You wanted to be able to have eight core processors. You want to have a GPU with rate tracing. You want to have all of those things that you can only get into sometimes a desktop PC. And to do all of that in your phone and be able to be in the Leadership position generation after generation is an incredible thing, and we're very proud of that at Qualcomm.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  48. Graphic demands, gaming, fastest growing segment for gaming is mobile gaming, an artificial intelligence processor, which we call a neural processor unit, and then a video engine, a multimedia engine for every single application, audio, everything. So it's a single chip that has every single computing technology you need in the phone. And what's exciting about it is what we already knew, for example, when you think about camera or computer vision.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  49. I would describe it, and I think the reason we have been successful with it is to really understand how to build a platform, a single chip, like a single chip that will have every single capability if you want to make this smartphone in the palm of your hand, something that has all of your computing needs. And it was the ability to get from an engineering standpoint, ability to get into a single chip not only all possible connectivity technology from cell alert to Wi-Fi to Bluetooth to every single constellation of satellites for position location. But at the same time, you know, a very power-efficient single thread and multi-threaded CPU. A GPU for all of your

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source

  50. This is my rant about regulators, I think, a valid point. I said before, I think the Europeans probably have a very good framework. But, you know, the way I'll think about it, we depend on have the ability to innovate. We depend on the free markets. We depend on the ability to create technology that will be disruptive. But at the same time, I think the tech companies probably should spend time helping governments understand, helping understand ahead of time so that they can be better prepared.

    2022-04-27 · Lex Fridman Podcast · #280 – Cristiano Amon: Qualcomm CEO · IDENTIFIED FROM THE TRANSCRIPT · source