The way the telecommunications industry works is, remember I opened the episode by saying it's basically a layered set of magic tricks. And then you stare at the Wikipedia article for a while to try and unpack each one. So we'll break it into parts, multiple access. Rather than being broadcast, so like a TV network, we have multiple endpoints that all want to communicate with each other using whatever the same communication medium is. Instead of sending analog signals, what if we were sending digital signals? If we are communicating using a digital signal instead of an analog signal, then actually we can parcel up the information into digital packets.
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!
If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!).
Links:
Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe
Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.