The Circuit

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit


Listen Later

In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.

...more
View all episodesView all episodes
Download on the App Store

The CircuitBy Ben Bajarin and Jay Goldberg

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

31 ratings


More shows like The Circuit

View all
a16z Podcast by Andreessen Horowitz

a16z Podcast

1,032 Listeners

Odd Lots by Bloomberg

Odd Lots

1,780 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

306 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,155 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

401 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

442 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

346 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

45 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

212 Listeners

The Logan Bartlett Show by by Redpoint Ventures

The Logan Bartlett Show

186 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

121 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

461 Listeners

Training Data by Sequoia Capital

Training Data

43 Listeners