Qualcomm's Intelligent Connected Edge

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The last decade was basically the best decade for Qualcomm's business model. In order for the next decade to be as successful, they need to be absolutely correct about their growth businesses around IoT and automotive. I think if they continue to try to run the same playbook in just the handset market that they have been, the best days are behind them.

Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing technological and business history behind it. Seriously, this story is on par with Nvidia, TSMC and all the great semiconductor giants. Without this single fabless company based in San Diego, there’s almost no chance you’d be consuming this episode on whatever device you’re currently listening on — a fact that enables them to earn an incredible estimated $20 for every new phone sold in the world. We dive into this story live at the perfect venue: our first-ever European live show at Solana’s Breakpoint conference in beautiful Lisbon, Portugal!

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