Bloomberg Technology
Arm, Qualcomm Feud Escalates
Oct 23, 2024
In this engaging discussion, Hilary Frisch, a Senior Research Analyst at Clearbridge, dives into the escalating legal feud between Qualcomm and Arm over chip licensing. Mark Gurman shares insights into Apple's strategies amid the turmoil, while Paige Costello discusses how Asana's new AI tools are transforming workflow efficiency. Alex Kendall highlights Wave's expansion into the U.S. autonomous vehicle market, and Fabio Coelho sheds light on Brazil's digital landscape and the ethical use of AI in addressing misinformation.
41:57
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Quick takeaways
- Arm's cancellation of Qualcomm's license raises concerns over Qualcomm's innovation capacity in smartphone chip design amid ongoing legal disputes.
- The drive towards AI-enhanced smartphones is reshaping consumer expectations and influencing the demand for upcoming smartphone models featuring advanced capabilities.
Deep dives
Navigating the AI Investment Landscape
Artificial intelligence is being highlighted as a major theme driving the stock market, particularly due to the success of privately held companies. Investors are seeking ways to gain exposure to this trend despite the current focus on private entities. The discussion emphasizes that opportunities exist in 'picks and shovels'—the essential tools and infrastructure behind AI development, such as semiconductor companies and cloud service providers. Understanding these dynamics and investing wisely requires thorough research and analysis, as AI adoption is outpacing previous technological advances like the internet.
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