Companies

Qualcomm

Mentioned in 59 analyzed podcast episodes across 10 shows

A leading semiconductor and fabless chip design company known for its Snapdragon processors used across mobile devices, wearables, laptops, and extended reality platforms. The company has expanded into robotics and edge AI through acquisitions like Nuvia and Edge Impulse, while also developing software platforms for humanoid robotics standardization and optical chip partnerships. Podcasts frequently discuss Qualcomm's competitive positioning against Apple's custom silicon, its role as a modem supplier being displaced by Apple's in-house designs, and its diversification into emerging categories like robotics and AI hardware.

Episode Mentions

The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence) · Aug 12, 2026

Why Image Generation Needs More Than Bigger Models with Fatih Porikli - #773

“Fatih Porikli's employer; presented 20+ CVPR papers on image/video generation efficiency and controllability.”

Text-to-image generation controllabilityFacial identity diversity in multi-person image generationReinforcement learning fine-tuning for generative models (GRPO)
View Analysis
The Vergecast

The Vergecast · Jul 28, 2026

Flip phones are so back

“Chipset supplier; Light Phone 3 uses Qualcomm while LightFlip uses MediaTek for vendor diversification”

Smartphone addiction and digital wellnessMinimalist phone design and functionalityFlip phone manufacturing and component sourcing
View Analysis
TechLinked

TechLinked · Jul 28, 2026

Claude Chats Appear in Google Search, GrapheneOS Duress PIN Prosecution, RAM Crisis Hits PCs and Phones + more!

“Announced double-digit percentage price increases for Snapdragon chips effective September 1st, contributing to device cost inflation”

AI Chatbot Privacy and Indexing ControlsGrapheneOS and Privacy Tool CriminalizationPC Market Shipment Decline and RAM Crisis
View Analysis
Bloomberg Intelligence

Bloomberg Intelligence · Jul 16, 2026

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

“TSMC client served across broad set of semiconductor manufacturing services”

Psychedelic Drug Development and RegulationEli Lilly M&A Strategy and Contingent Value RightsPCSK9 Inhibitors and Cholesterol Management
View Analysis
From Underdog to Entrepreneur: Building Dreams with Pat Miller

From Underdog to Entrepreneur: Building Dreams with Pat Miller · Jul 16, 2026

Music Producer to LA Entrepreneur — How He Built Both | With Connor Treacy

“Fortune 500 company mentioned as client of John Petrocelli's live streaming and event production services”

Music artist management and A&R developmentNightlife and hospitality venue ownershipEntertainment industry relationship-building and networking
View Analysis
Windows Weekly (Audio)

Windows Weekly (Audio) · Jul 15, 2026

WW 992: Gassy Jack - Largest Patch Tuesday in Microsoft History!

“Snapdragon X2 processor powering new Surface devices for business and consumer markets”

Patch Tuesday Security VulnerabilitiesAI-Powered Vulnerability Detection (M-Dash)Memory Safety Bugs in Windows Kernel
View Analysis
Bloomberg Surveillance

Bloomberg Surveillance · Jul 10, 2026

Bloomberg Surveillance TV: July 10th, 2026

“Subject of sell rating; less appreciated corner of semiconductor industry benefiting from AI spending”

AI Capital Expenditure SustainabilitySemiconductor Valuation and Timing RiskMemory Chip Supply-Demand Cycles
View Analysis
Future Ready Leadership With Jacob Morgan

Future Ready Leadership With Jacob Morgan · Jul 1, 2026

Companies Put Limits on AI Spending, Ford Rehires Humans, and Palantir's Alex Karp Calls Out the AI Vendors

“Implemented token usage caps by team and showback system tying dollar costs to consumption”

AI Spending Governance and FinOpsToken Consumption and Cost ControlAI-Driven Automation Failures
View Analysis
TBPN

TBPN · Jun 27, 2026

Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN

“Mentioned via its division head commenting on the inevitability of all glasses becoming smart glasses.”

Creator Economy Independence vs. ConsolidationSmart Glasses Market Adoption and MonetizationMeta Kylie Jenner Smart Glasses Partnership
View Analysis
Pod Save America

Pod Save America · May 19, 2026

The Bruised Hand in the Cookie Jar

“Included in Trump's trading activity; executives visited Beijing with Trump”

Trump Approval Ratings and Polling DataTaxpayer-Funded Slush Fund for Trump AlliesInsider Trading and Stock Market Manipulation
View Analysis
Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · May 18, 2026

5/18/26: Thomas Massie Rips Israel Lobby, US Preps Cuba War, Trump Pumps Stocks

“Trump made stock transactions in Qualcomm during Q1 2026”

Israel Lobby Influence on Congressional ElectionsInsider Trading by Sitting PresidentsPrimary Challenge Funding and Foreign Policy Alignment
View Analysis
Raging Moderates with Scott Galloway and Jessica Tarlov

Raging Moderates with Scott Galloway and Jessica Tarlov · May 14, 2026

Trump Sucks Up to Xi, But Doesn’t Care About Americans’ Financial Pain

“CEO or representative attended summit; semiconductor company involved in China trade discussions”

Trump-Xi Summit GeopoliticsTaiwan Military Threat AssessmentUS-China Trade and Chip Competition
View Analysis
TechLinked

TechLinked · May 14, 2026

Googlebook Announcement, Trump Phone, Meta Employees Protest Tracking Tech + more!

“Processor partner providing ARM-based chips for Aluminum OS devices”

Google Aluminum OS and successor to ChromebooksMagic Pointer AI feature for data visualization and translationTrump phone regulatory approval and shipment timeline
View Analysis
Marketplace

Marketplace · May 13, 2026

Another inflation alarm bell

“Participating in Trump delegation to China; semiconductor sector benefiting from policy attention”

Producer Price Index (PPI) inflation and wholesale-to-retail price transmissionMiddle East conflict impact on global oil and diesel supply chainsFederal Reserve interest rate policy and inflation management
View Analysis
Bloomberg Tech

Bloomberg Tech · May 13, 2026

Anthropic Eyeing Over $900 Billion Valuation

“Attending Trump's China trip; seeking to expand mobile chip business and AI processor contributions in Chinese market”

U.S.-China AI Chip Export PolicyNVIDIA H200 Chip Access and Chinese Market RestrictionsAnthropic Funding Round and Valuation Dynamics
View Analysis
The Information's TITV

The Information's TITV · May 13, 2026

Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand

“Semiconductor executive traveling with President Trump to China for state visit discussions”

AI Startup Valuations in ChinaEnterprise AI Pricing Models and Cost ManagementOpenAI Legal Liability and Musk Lawsuit
View Analysis
Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · May 13, 2026

5/13/26: GOP Midterm Bloodbath, Trump's Oligarch Trip To China, Prof Pape On China Advancing Rapidly

“Cristiano Amon attending summit; semiconductor company subject to export controls and potential deal discussions”

2026 Midterm Elections - Generic Ballot PollingRepublican Party Collapse and Trump Coalition BreakdownDemocratic Primary 2028 - Left-Wing Candidate Surge
View Analysis
Windows Weekly (Audio)

Windows Weekly (Audio) · May 7, 2026

WW 982: Don't Lick the Manta Rays - Breaking Down Microsoft's Earnings

“Revenue declined 3% YoY to $10.6B, previewing data center AI chipset and losing executive to Intel”

Microsoft Earnings Q3 2026 and Financial PerformanceAI Infrastructure Spending and Capital Expenditure TrendsWindows 11 Quality Improvements and Feature Updates
View Analysis
Schwab Market Update Audio

Schwab Market Update Audio · May 6, 2026

Jobs Data, Disney Awaited After New Record Highs

“Chip maker soaring alongside semiconductor sector rally”

AI Chip Competition and Market ConcentrationJobs Data and Labor Market StrengthSemiconductor Supply Chain Diversification
View Analysis
MacBreak Weekly (Audio)

MacBreak Weekly (Audio) · May 6, 2026

MBW 1023: Don't Be Contemptible - Apple Sets a New Record for Its Second Quarter Results

“Partnering with Google on custom CPUs for new Chromebook OS (Aluminium) launching later in 2026”

Apple Q2 2026 Financial Results and GuidanceiPhone 17 Launch Success and China Market RecoveryServices Revenue Growth and ARPU Expansion
View Analysis
All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · May 6, 2026

MacBreak Weekly 1023: Don't Be Contemptible

“Partnering with Google on custom CPUs for new Aluminium OS to compete with Chromebooks and Apple's MacBook Neo”

Apple Q2 2026 Earnings Results and GuidanceiPhone 17 Launch Success and China Market RecoveryMac mini/Studio Supply Chain Constraints and TSMC Capacity
View Analysis
Daily Tech News Show

Daily Tech News Show · May 5, 2026

Bose Lifestyle Takes a Shot At Sonos - DTNS 5262

“In discussions with OpenAI for potential smartphone chip or modem components”

Smart Speaker Market CompetitionApple Silicon Supply Chain DiversificationAI Safety Regulation and Government Oversight
View Analysis
monos estocásticos

monos estocásticos · Apr 30, 2026

El poliamor explicado con OpenAI y Microsoft: abren la pareja pero uno sale perdiendo

“Supplier for OpenAI's rumored AI phone project”

Microsoft-OpenAI partnership dynamics and exclusivity clausesAGI clause impact on technology licensing agreementsDeepSeek vs OpenAI competitive positioning
View Analysis
All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Apr 30, 2026

Intelligent Machines 868: Happy Hamburgers Towing Timmy To The Sea

“Rumored to supply Snapdragon processor for OpenAI's planned smartphone with agentic AI interface”

Modular and upgradable laptop designLocal AI inference and edge computingSupply chain constraints for memory and processors
View Analysis
Windows Weekly (Audio)

Windows Weekly (Audio) · Apr 29, 2026

WW 981: Semi-Sophisticated - Microsoft Releases Source Code For 86-DOS 1.00

“Snapdragon X2 processor showing improved gaming performance and AI capabilities for ARM-based laptops”

Windows Update Pause Functionality and User ControlMicrosoft Financial Reporting Transparency and Earnings ObfuscationOpenAI-Microsoft Partnership Restructuring and AWS Integration
View Analysis
All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Apr 29, 2026

Windows Weekly 981: Semi-Sophisticated

“Snapdragon X2 processor enabling improved gaming and AI performance on Windows ARM laptops”

Windows Update Pause Mechanisms and User ControlSnapdragon X2 ARM Processor Gaming PerformanceFinancial Reporting Transparency and SEC Enforcement
View Analysis
Bloomberg Tech

Bloomberg Tech · Apr 29, 2026

80 Seconds of Big Tech Earnings To Set Market’s Fate

“Reporting earnings today; semiconductor supplier to hyperscalers; mentioned as important AI trade participant”

AI Infrastructure Capital Expenditure and ROI VerificationCloud Growth and Margin Compression in HyperscalersSupply Chain Constraints and Geopolitical Cost Inflation
View Analysis
Vital Dawn

Vital Dawn · Apr 29, 2026

Vital Dawn Podcast for Wednesday April 29

“Large-cap semiconductor company reporting earnings after market close on April 29th”

Q1 2024 Earnings Season Peak VolumeSemiconductor Industry AI Demand TrendsConsumer Spending Resilience
View Analysis
Bloomberg Tech

Bloomberg Tech · Apr 28, 2026

OpenAI Linked Stocks Fall on Report It Missed Targets

“Semiconductor company reporting earnings this week amid AI infrastructure uncertainty”

OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google
View Analysis
The Information's TITV

The Information's TITV · Apr 28, 2026

OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements

“In preliminary talks with OpenAI for smartphone hardware integration and AI distribution strategy”

OpenAI-Microsoft Partnership RenegotiationStateful vs. Stateless AI Model ArchitectureAzure vs. AWS Cloud Infrastructure Competition
View Analysis
The Vergecast

The Vergecast · Apr 28, 2026

Musk and Altman go to court

“Developing Snapdragon processors for Windows laptops with improved battery life and ARM-based architecture”

OpenAI vs. Elon Musk litigation strategy and discovery processSam Altman leadership credibility and succession riskFramework Laptop Pro specifications and build quality
View Analysis
Stock Movers

Stock Movers · Apr 27, 2026

Verizon Earnings Preview; Domino’s Pizza Slides; Qualcomm Gains

“Up 11% on reports of collaboration with OpenAI and MediaTek to develop processors for AI-focused mobile phone”

Pharmaceutical M&A and rare disease treatment acquisitionAI-focused mobile phone developmentConsumer spending weakness and macro environment pressure
View Analysis
Apple Bitz XL w/ Brian Tong

Apple Bitz XL w/ Brian Tong · Apr 24, 2026

Tim Cook Is Out And John Ternus Is In As Apple CEO - Whats Next For Apple? (Apple Bitz XL, Ep. 375)

“Mobile chip innovation credited as canary-in-coal-mine for Apple Silicon feasibility; Windows ecosystem fragmentation noted”

Tim Cook CEO Transition and Leadership LegacyJohn Ternus Appointment and Hardware Engineering BackgroundApple Intelligence and AI Strategy Shortcomings
View Analysis
9to5Mac Happy Hour

9to5Mac Happy Hour · Apr 23, 2026

John Ternus is officially Apple’s next CEO, iPhone 18 colors, iOS 27 rumors

“Mentioned as competitor to Apple's in-house modem development for iPhone”

Apple CEO Succession PlanningJohn Ternus Leadership TransitionTim Cook Executive Chairman Role
View Analysis
Windows Weekly (Audio)

Windows Weekly (Audio) · Apr 22, 2026

WW 980: Running Outta Tolkiens - Hands-On With 2 Snapdragon X2 Laptops!

“Snapdragon X2 Elite chip powering new Windows laptops with improved gaming and AI performance”

Snapdragon X2 Elite laptop performance and gaming compatibilityMicrosoft Recall security vulnerability debunkingGame Pass pricing strategy and subscriber retention
View Analysis
All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Apr 22, 2026

Windows Weekly 980: Running Outta Tolkiens

“Snapdragon X2 Elite chip powering new Windows laptops with improved gaming and AI capabilities”

Recall Security Vulnerability DebunkingSnapdragon X2 Elite Laptop Performance and GamingToken-Based AI Billing Models
View Analysis
AI Hustle: Make Money from AI

AI Hustle: Make Money from AI · Apr 22, 2026

Monetizing the Smart Glasses Revolution

“Strategic partner with Snapchat providing processor technology and on-device AI capabilities for next-generation spectacles”

Smart Glasses Hardware DesignAI Integration in WearablesOn-Device AI Computing
View Analysis
Prof G Markets

Prof G Markets · Apr 22, 2026

Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?

“Partially displaced by Apple's in-house chip design capabilities under Johnny Srouji”

CEO Succession PlanningApple's AI Strategy and InvestmentTim Cook's Legacy and Impact
View Analysis
Daily Tech News Show

Daily Tech News Show · Apr 10, 2026

Don’t Believe the Ghost Murmur Hype

“Providing Snapdragon XR extended reality platform for Snap Specs smart glasses development partnership”

Gmail End-to-End Encryption Mobile ImplementationGoogle Workspace Enterprise Security FeaturesYouTube Premium Price Increases
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 7, 2026

'Mad Money w/ Jim Cramer 4/7/26

“Semiconductor company; caller asked about valuation; Cramer recommends ARM instead”

Market Technical Analysis and Moving AveragesConsumer Spending Patterns and Economic SlowdownRetail Sector Performance and Competitive Dynamics
View Analysis
This Week in Startups

This Week in Startups · Apr 2, 2026

How 3 CEOs Use AI to Run $10B in Companies | This Week in AI

“Partnering with Light Matter on optical chip announcement with 1.6 terabit bandwidth per fiber”

Large Tabular Models (LTMs) for Enterprise AIStructured Data vs Unstructured Data in AIAI Data Center Infrastructure and Bottlenecks
View Analysis
Practical AI

Practical AI · Mar 25, 2026

AI at the Edge is a different operating environment

“Semiconductor company that acquired Edge Impulse, produces processors and NPUs for edge AI applications”

Edge AI architecture and constraintsSmall language models (SLMs)Knowledge distillation techniques
View Analysis
Daily Tech News Show

Daily Tech News Show · Mar 2, 2026

Why Anthropic is Fighting with the US Military - DTNS 5216

“Unveiled Snapdragon Wear Elite 3nm chip for wearables supporting 5G, Wi-Fi 6, Bluetooth 6, and billion-parameter AI models”

AI Safety Regulation and Government ContractsAnthropic vs. Department of Defense DisputeOpenAI Military Contract Terms and Safeguards
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

“Missed Q2 guidance due to memory supply constraints; premium handset demand strong but mass market impacted”

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence
View Analysis
AppleInsider Podcast

AppleInsider Podcast · Jan 30, 2026

Apple Creator Studio, ChatGPT health, and iPhone 18 rumors on the AppleInsider Podcast

“Previous modem supplier; Apple's custom modem enables features impossible with Qualcomm chips”

Apple Creator Studio Launch and Rollout IssuesAirTag 2 Hardware Improvements and Precision FindingApple Custom Modem Privacy Features (Limit Precise Location)
View Analysis
9to5Mac Happy Hour

9to5Mac Happy Hour · Jan 29, 2026

Creator Studio bundle, AirTag 2, new Siri features coming soon

“Modem supplier; Apple's custom C1/C1X modems enable privacy features unavailable with Qualcomm chips”

Apple Creator Studio subscription bundle pricing and value propositioniWork apps (Pages, Keynote, Numbers) freemium conversion strategyPixelmator Pro subscription vs. one-time purchase parity concerns
View Analysis
TBPN

TBPN · Jan 24, 2026

China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN

China import strategy and trade deficitsChinese manufacturing acquisitionsTikTok divestiture and joint venture structure
View Analysis
Apple Bitz XL w/ Brian Tong

Apple Bitz XL w/ Brian Tong · Jan 13, 2026

Apple Announces Google Gemini Will Power The Next-Gen Siri This Year (Apple Bitz XL, Ep. 367)

“Developing Dragon Wing software platform for humanoid robotics standardization; previously succeeded with XR platform”

Google Gemini partnership with AppleSiri redesign and Apple Intelligence overhaulMultimodal AI capabilities for wearables
View Analysis
Waveform: The MKBHD Podcast

Waveform: The MKBHD Podcast · Jan 9, 2026

CES 2026 Actually Has Some Bangers?

“Working officially with Pickle on Snapdragon technology; validates Pickle's funding and development legitimacy”

AR Glasses Technology and Battery LifeSmartphone Design and Color OptionsFoldable and Rollable Display Devices
View Analysis
Elon Musk Podcast

Elon Musk Podcast · Jan 7, 2026

Nvidia is coming for Tesla

Autonomous driving technologyOpen-source AI modelsSelf-driving car competition
View Analysis