Tech/Strategy executive advisor focused on all things tech #5G, #Mobiletech, #Cloud, #AI, #MachineLearning,#Autotech,#semiconductors,#IoT, #Cybersecurity, #PC
Joined July 2012
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Smarthome has been a target ever since IoT emerged but it’s been a long road towards adoption. @Apple is now pushing further into this ecosystem. Why now? @MarkVenaTechGuy, @MarcoChiappetta and I shine a light on this move in the latest #techstack
youtu.be/F2aLo-ihGQk
Francis Sideco retweeted
The @Qualcomm v. @Arm trial wrapped up with the Delaware jury delivering a mixed verdict, awarding Qualcomm two dollars in nominal damages while leaving critical licensing and competitive remedy questions to the judge. The ultimate resolution of the case depends on forthcoming bench decisions regarding Section 8.3 royalty provisions and future v10 architecture access. The full analysis can be found on @Forbes in the link below:
@fsideco @khein_tirias @TekStrategist
forbes.com/sites/tiriasresea…
Francis Sideco retweeted
At #SnapdragonSummit, @liquidai unveiled Liquid Context: a local, private framework that unifies device, app, and sensor data across different ecosystems. What does this mean for the future of cross-platform AI Agents?
Find out as Liquid AI CEO @ramin_m_h and @TekStrategist break it down on the latest TIRIAScast: youtu.be/rnFWYEVgxfw
Francis Sideco retweeted
A federal jury in Delaware delivered a mixed verdict in the legal dispute between @Qualcomm and @Arm, finding that Arm breached contractual obligations and interfered with Qualcomm’s business relationship with @Meta. Despite these findings of liability, the jury rejected several other claims, leading both companies to claim victory. Who really won and what’s next? You can read the full analysis at TIRIAS Insight in the link below:
tiriasresearch.substack.com/…
Francis Sideco retweeted
Day 4 of @Qualcomm v. @Arm revealed evidence that Arm proposed an 18,500% royalty rate increase for its v10 architecture. The outcome of the case rests with an eight-person jury, highlighting critical stakes in the future of chip licensing and platform power. Read the full analysis of the day 4 proceedings on @Forbes in the link below.
@fsideco @khein_tirias @TekStrategist
forbes.com/sites/tiriasresea…
Francis Sideco retweeted
At #SnapdragonSummit, @TekStrategist and @Qualcomm's @durga_malladi discussed how hybrid and agentic AI are shifting workloads between edge devices and the cloud. The transition emphasizes ambient AI running on-device alongside cloud computing, transforming the user interface and hardware architecture. Full discussion can be found on the latest TIRIAScast
youtu.be/UBIwywMG72U
Francis Sideco retweeted
Day 3 of @Qualcomm v. @Arm trial reveals a strategic evolution as Arm expands into the silicon market with projections for two-thirds of its revenue to originate from chips by 2030. This shift away from its historic position of neutrality alters its relationships with licensees and accelerates interest in open architectures like RISC-V. Full analysis of day 3 proceedings can be found on @Forbes in the link below.
@fsideco @khein_tirias @TekStrategist
forbes.com/sites/tiriasresea…
Got a chance to chat with @Qualcomm’s Lekha Motiwala at #snapdragonsummit. In the interview we discuss how they were able to do 6yrs of dev into 3 and, and why. We also touched on the security which is key to building trust and adoption of personal agentic AI. Check it out!
@Qualcomm introduced a dual-flagship strategy at #SnapdragonSummit, featuring the Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Extreme Gen 6. @fsideco and Qualcomm Sr. Dir. of Product Management Lekha Motiwala discuss how and why.
youtu.be/vHLA4tWLdj8
Francis Sideco retweeted
Day 2 of @Qualcomm v. @Arm exposed a high-stakes battle over corporate leverage, next-gen Arm v10 access and wider ecosystem implications. Full analysis on day 2 proceedings can be found on @Forbes in the link below.
@fsideco @khein_tirias @TekStrategist
forbes.com/sites/tiriasresea…
Anytime you get a chance to chat with @Qualcomm’s @ziad_asghar about AI, you know you’re going to learn some extremely insightful nuggets. @TekStrategist got a chance to chat with him at #snapdragonsummit, this time about the future of Personal AI. Check it out on TIRIAScast.
What does the future of personal AI look like?
At #SnapdragonSummit, @TekStrategist and @Qualcomm's SVP & GM of Personal AI @ziad_asghar break down the rise of AI-native devices, smart glasses, and on-device privacy.
Watch the full interview below: youtu.be/D8t_EGOXoSc
Ready for round 2 of @Qualcomm vs @Arm? @khein_tirias is on the ground for @tiriasresearch. Day 1 had Qualcomm’s first salvo. Stay tuned for daily analysis as the trial progresses.
The @Qualcomm vs. @Arm trial is more than a licensing dispute. As Arm expands into chips and AI, can it remain the industry's neutral foundation while actively competing with its licensees?Day 1 Analysis on @Forbes
@fsideco @khein_tirias @TekStrategist
forbes.com/sites/tiriasresea…
I chatted with @Qualcomm’s VP Compute PM, Nitin Kumar, at the #SnapdragonSummit.
PC innovation has stalled for the last decade, but Qualcomm is changing that. Find out how in our latest TIRIAScast
youtu.be/hPulNgaivwM
What AI apocalypse?? In this latest episode of #techstack, the team debunks the AI doomsayers based on some latest developments around the AI ecosystem.
youtube.com/watch?v=djAMZiUD…
Francis Sideco retweeted
@nebiusai has acquired @InferizeAI to kill the "idle GPU tax".
By slashing AI model cold starts from minutes to seconds, this tech cuts GPU costs by up to 30% and keeps expensive chips working, not waiting. The race is now about efficiency.
Read more: tiriasresearch.substack.com/…
Francis Sideco retweeted
AI is moving out of the data center and into the physical world.
@Qualcomm is acquiring @PickNikRobotics to power Physical AI by creating the real-time computing stack needed for future robots. Full Analysis on TIRIAS Insight:
tiriasresearch.substack.com/…
Francis Sideco retweeted
A strategic pivot toward physical AI: @Qualcomm leverages Japan's industrial tech sector to drive corporate diversification, capture market share, and anchor next-gen innovation. Analysis by @LucasSideco below:
tiriasresearch.substack.com/…
Francis Sideco retweeted
@Apple renews its license with @Qualcomm for IP, not vhips. Read more about it in our LinkedIn post at lnkd.in/p/efq3fJWr
Francis Sideco retweeted
@Qualcomm promotes the modern smartphone more as an #AI agent then a traditional compute device. Rather than interacting with it, it does things for you. #SnapdragonSummit
Francis Sideco retweeted
@Google highlights the change in #AI from answering questions to helping people get things done. That is the true value of the AI experience. #SnapdragonSummit
Francis Sideco retweeted
@Qualcomm introduced 2 new Snapdragon 8 Elite platforms for flagship smartphone - 8 Elite Gen6 and 8 Elite Extreme. #SnapdragonSummit
