Qualcomm’s Apple Problem
15:01–16:05 · 64s
Arcuri explains Qualcomm’s dependence on phones and why Apple’s eventual modem independence could hit both modem revenue and licensing, complicating any AI upside.
15:01–16:05 · 64s
Arcuri explains Qualcomm’s dependence on phones and why Apple’s eventual modem independence could hit both modem revenue and licensing, complicating any AI upside.
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