Qualcomm

And you have the kind of, um, virtual theater experience that, that you'd kind of expect there.

Uh, in theory you should be able to do some benchmarks on that, 'cause I am quite curious to see what the Qualcomm chipset in this is actually capable of, uh, versus, say, the Steam, uh, Deck.

I suspect it's gonna be, uh, significantly less powerful, but let's, uh, wait for the benchmarks there.

But, um, yeah, I just find this, this whole thing quite, quite fascinating.

One of them is really around a broader focus around AI becoming more of a, of an ecosystem play.

So the story was around Qualcomm's, uh, work with AWS to find a customer for its, its AI silicon.

Um, and, and the broader story, right, is that we need to be thinking about AI as obviously we all talk about the model makers, and we think about the AI data centers, but it's obviously an ecosystem play and, and we talked about that, uh, as we talked about the Hugging Face acquisition by NVIDIA.

Really this reminder, and I think maybe that's why it probably wasn't worth highlighting is I think we see this every day that AI is more of a, a, an ecosystem play.

volleyball or go surfing.

I'm not going to Qualcomm.

Qualcomm.

That sounds like something the aliens put in your butt.

Jack Murphy before that.

Get the Qualcomm.

Ooh! All right, we got a game? So we

talked

He is shifting from diagnosing the hidden tax on global business to addressing what it means for companies operating in or competing against China.

Zach regularly briefs executives from Qualcomm, Microsoft, Google, and Walmart when they come through the region, and he shares the framework he uses with them, what to borrow from China's competitive environment, what to leverage, and what to prepare to defend against.

He then turns to Chinese companies going global and why their challenges differ from those of Western multinationals operating in China.

The people problem facing Chinese companies as they expand is distinct and underappreciated, and it intersects directly with the global collaboration framework Zach laid out in part one.

Second, create a global standard of communication and then train for it.

And then third, create a market knowledge pipeline and make sure that it's asynchronous so it can survive the loss of some of your best bridge talent or the turnover of your folks at headquarters.

You regularly brief executives, Qualcomm, Microsoft, Google, Walmart, when they're coming through the region.

You have a framework for thinking about what to borrow.

I don't know the reason, maybe you know, but like they're a bit more closed off with it.

I know the high-level stuff basically every manufacturer makes the chip slightly differently ARM doesn't either they don't make any or they make very few what you do you go to ARM you buy the license and the blueprints somebody might be correcting me I really know only the high-level stuff and maybe that even wrong but the upshot is that if you Qualcomm you do your chips they need different software in the kernel for each device right so sorry I'm making a hash of this basically like peripheral as well I think different drivers that's the reason why you can't see why you don't see much Linux on phones but yeah basically the whole ARM thing is fragmented and it's not standardized like x86 is and the vendors fork the kernel so yeah

maybe RISC-V is our only hope who knows I don't know

But on the other hand, Linux has always beaten the odds.

Yeah, I mean, I guess it depends on how you define compute.

If you're talking about a, you know, an SOC from the likes of NVIDIA or Qualcomm, you know, that is getting centralized, right? But then you're still going to have a multitude of other zones with smaller microcontrollers closer to the endpoint.

It's just more efficient to do it that way.

And also, you know, an SOC that might be running your infotainment system, look, if that goes down, so be it.

It wasn't shared infrastructure.

So you either went with Spectrum Or you went with Qualcomm or you went with Comcast or what? Of course, all of them build data centers.

It's their business.

And what does it compete on? It's called capitalism, and they're basically trying to compete on prices.

Broadcom, up 1.1%.

Qualcomm, up 0.7%.

Apple, up 0.7%.

Google, up 0.5%.

It wasn't shared infrastructure.

So you either went with Spectrum Or you went with Qualcomm? Or you went with Comcast? Of course, all of them build data centers.

It's their business.

And what does it compete on? It's called capitalism.