Qualcomm’s CEO on the coming AI phone supercycle @cristianoamon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G. We discuss why he thinks phones aren’t going away, how agents will use our personal context, and why he expects smart glasses to become the biggest category of AI wearables. We also cover differences in consumer AI adoption between China and the US, Qualcomm’s acquisition of Modular to offer developers an alternative to Nvidia’s software, and what 6G could change about the devices we use. This conversation was recorded live at Qualcomm’s recent Snapdragon Summit in Hawaii. Timestamps: 00:18 How China and the US see AI 04:33 Should AI development slow down? 07:25 Trump, China, and chip geopolitics 08:25 Why the smartphone market is shrinking 11:15 Memory prices and pent-up demand 13:15 Can cloud agents replace the phone? 18:30 What is an AI smartphone? 25:05 The state of VR and smart glasses 29:30 Is there an iPod moment for wearables? 30:45 Why Qualcomm is building data centers 34:45 Modular and the fight against CUDA lock-in 39:05 What 5G actually changed 42:00 Why 6G is built for AI 45:05 When 6G arrives Spotify: open.spotify.com/episode/3fT… YouTube: youtu.be/FcYL3h5bwlk Substack: sources.news/p/qualcomm-ceo-… Apple Podcasts: podcasts.apple.com/us/podcas… Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.

I found an Etch-A-Sketch emulator online and had Astra take control of knobs and then draw me... lol Quite impressive actually.

Sam Altman on OpenAI’s next model and the AI backlash I recently sat down with Sam for a two-part conversation. We covered a lot of ground: the need to slow down frontier research, alignment concerns, OpenAI's next big model, Astra, competition with Anthropic, his thoughts on an IPO, reaching AGI, consumer hardware, and a lot more. Timestamps: 00:00 Why OpenAI Slowed Training 08:37 What Alignment Means 15:22 Keeping Humans in Control 24:39 AGI vs. Superintelligence 30:04 OpenAI’s Next Compute Bet 31:47 AI Backlash, Jobs, and Creators 41:31 OpenAI’s Missteps and Refocus 45:47 Astra and Computer-Using Agents 47:42 Regulation and the AI Race 51:24 Merging ChatGPT and Codex 54:22 The AI Compute Bubble 57:07 Recursive Self-Improvement and IPO 58:22 Humanoid Robots and Consumer Devices 1:05:47 Life After Superintelligence This episode was produced in partnership with @TIME. Thanks to the show's premier sponsors: @Atlassian, @meetgranola, and @mercury.

It's been an exciting day today! Thanks so much to everyone who's followed along for the journey. What an amazing ride it's been so far. Thanks to the @smoothmedia_ team for helping me turn this into an actual business. Thanks to @davidheuff and the Hooked team for helping me uplevel my videos. Thanks to @crazeinthedark for helping my thumbnails get good. Thanks to Roya for keeping me sane through it all and taking so much off my plate. It's been a team effort to get here and I'm so appreciative of everyone who's helped along the way! Excited to add some new hardware to my background!