Cristiano Amon: Qualcomm CEO
音乐与艺术商业与创业技术与编程AI 与机器学习生物与进化
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🎙️ 完整对话(1509 条)
Lex Fridman (00:00.000)
Talking about an exciting thing for an engineer,
谈论对工程师来说令人兴奋的事情,
Lex Fridman (00:03.420)
the same Snapdragon that goes to a phone
与手机相同的 Snapdragon
Lex Fridman (00:05.760)
and it can go to a Galaxy phone, for example, Samsung,
它可以连接到 Galaxy 手机,例如三星,
Lex Fridman (00:08.380)
the same, not a special one, went all the way to Mars.
同样的,不是特别的,一路去了火星。
Lex Fridman (00:12.600)
You expect to have a full day of battery life,
您期望拥有一整天的电池寿命,
Lex Fridman (00:17.000)
but then you want it to not be sending data
但你不希望它发送数据
Lex Fridman (00:20.320)
into 10 or 100 megabits.
成 10 或 100 兆比特。
Cristiano Amon (00:23.240)
You want gigabits.
你想要千兆位。
Lex Fridman (00:24.800)
You want it to be able to have eight core processors.
您希望它能够拥有八个核心处理器。
Cristiano Amon (00:28.080)
You want to have a GPU with ray tracing.
您想要一个具有光线追踪功能的 GPU。
Lex Fridman (00:30.720)
You want to have all of those things
你想拥有所有这些东西
Cristiano Amon (00:32.600)
that you can only get into sometimes a desktop PC.
有时您只能使用台式电脑。
Lex Fridman (00:37.880)
To do all of that in your phone is an incredible thing.
在手机上完成所有这些工作是一件令人难以置信的事情。
Cristiano Amon (00:41.160)
Some people raise concerns about there not being enough
一些人担心数量不够
Lex Fridman (00:44.060)
studies about the effects of 5G on the human body.
研究5G对人体的影响。
Lex Fridman (00:47.560)
Is 5G safe?
5G安全吗?
Lex Fridman (00:51.920)
The following is a conversation with Cristiano Aman,
以下是与克里斯蒂亚诺·阿曼的对话,
Cristiano Amon (00:55.040)
the CEO of Qualcomm.
高通公司首席执行官。
Lex Fridman (00:57.200)
The company that's one of the leaders in the world
该公司是世界领先者之一
Cristiano Amon (00:59.780)
in the space of mobile communication and computation.
在移动通信和计算领域。
Lex Fridman (01:03.120)
That's 2G, 3G, 4G, and 5G that connects billions of phones,
Lex Fridman (01:08.300)
and the Snapdragon processor and system on a chip
Lex Fridman (01:12.280)
that is the brain of most of the premium Android phones
Cristiano Amon (01:15.320)
in the world.
Lex Fridman (01:16.700)
This is the Lex Friedman podcast.
Cristiano Amon (01:18.720)
To support it, please check out our sponsors
Lex Fridman (01:20.600)
in the description.
Lex Fridman (01:21.800)
And now, dear friends, here's Cristiano Aman.
Lex Fridman (01:25.780)
You are originally from Brazil,
Lex Fridman (01:28.540)
so let me ask the most important question,
Lex Fridman (01:31.340)
the most profound question, the biggest question.
Lex Fridman (01:33.260)
Who's the greatest football soccer player of all time?
Lex Fridman (01:36.620)
Look, everybody's gonna say Pele,
Lex Fridman (01:38.540)
and actually I was born during the game
Lex Fridman (01:42.500)
of Brazil and Italy that Pele gave Brazil the championship.
Cristiano Amon (01:47.940)
Actually it was, my dad tells me that the doctor
Lex Fridman (01:52.060)
had a TV on at the delivery room.
Cristiano Amon (01:54.980)
But, so everybody will say Pele,
Lex Fridman (01:56.660)
but I really like Ronaldo.
Cristiano Amon (01:58.600)
The first, not Ronaldinho, the first Ronaldo.
Lex Fridman (02:01.780)
I really like him.
Cristiano Amon (02:02.900)
That's my favorite player.
Lex Fridman (02:04.460)
By the way, not everybody would say Pele.
Lex Fridman (02:07.220)
But we shall leave that on the table
Lex Fridman (02:09.700)
and agree to disagree.
Cristiano Amon (02:11.460)
Brazilians will say Pele.
Lex Fridman (02:12.700)
Yes.
Cristiano Amon (02:14.420)
There's other countries around that region
Lex Fridman (02:17.740)
that may disagree a little bit.
Cristiano Amon (02:19.140)
I'm very aware.
Lex Fridman (02:19.980)
Qualcomm is largely responsible for 5G
Lex Fridman (02:25.300)
and some of the greatest processors
Lex Fridman (02:28.060)
in our smartphones ever built.
Lex Fridman (02:29.780)
So we got communication and computation tech
Lex Fridman (02:33.420)
that impacts probably billions of people.
Lex Fridman (02:36.800)
So if you zoom out, you as a human,
Lex Fridman (02:39.420)
we'll look at humans on Earth in general,
Cristiano Amon (02:42.940)
does it blow your mind that we have these billions
Lex Fridman (02:47.580)
of smartphones communicating and each of them
Lex Fridman (02:50.980)
have the computational power?
Lex Fridman (02:53.260)
You know, you talk about 10 billion transistors.
Cristiano Amon (02:56.100)
That's a million times more than 50 years ago
Lex Fridman (02:59.780)
in the best computers in the world.
Cristiano Amon (03:01.380)
Like if you just zoom out as a human,
Lex Fridman (03:05.260)
does that blow your mind?
Cristiano Amon (03:06.300)
Absolutely.
Lex Fridman (03:07.420)
Look, one of the reasons I think I love this company
Cristiano Amon (03:10.340)
is we know that the technology we develop
Lex Fridman (03:13.660)
can change the world.
Lex Fridman (03:14.500)
And I'll tell you one more thing.
Lex Fridman (03:15.740)
Beyond the amount of processing power
Cristiano Amon (03:18.260)
that you have now in the palm of your hands
Lex Fridman (03:20.260)
and being every one of the world is connected
Cristiano Amon (03:22.580)
with broadband technology,
Lex Fridman (03:24.460)
the smartphone is also mankind largest development platform.
Cristiano Amon (03:28.020)
There's nothing like it.
Lex Fridman (03:29.620)
So you respect both the hardware and the software?
Cristiano Amon (03:31.980)
Both.
Lex Fridman (03:33.020)
Both.
Cristiano Amon (03:33.840)
If aliens were observing Earth over the past 50 to 70 years,
Lex Fridman (03:36.900)
how do you think they would describe
Cristiano Amon (03:38.540)
this particular turmoil, fun things going on
Lex Fridman (03:43.540)
on the surface of this particular little planet?
Cristiano Amon (03:47.900)
We live in interesting times.
Lex Fridman (03:50.820)
In one time, we see incredible development of technology
Cristiano Amon (03:55.460)
for mankind just what happened in the last century.
Lex Fridman (03:59.340)
You know, from 1900 to 2000, it was incredible development.
Cristiano Amon (04:04.420)
Just look, 2000 was 22 years ago,
Lex Fridman (04:07.700)
how far we're coming and where we're going with technology.
Cristiano Amon (04:10.580)
It's incredible.
Lex Fridman (04:11.900)
What do you think they would notice?
Lex Fridman (04:13.540)
So there's road networks, there's all kinds of networks.
Lex Fridman (04:16.540)
There's lights that keep popping up,
Cristiano Amon (04:19.300)
cities springing up, like from an alien perspective,
Lex Fridman (04:21.860)
you're observing.
Cristiano Amon (04:22.700)
Well, what I'm gonna tell you is you have this contrast
Lex Fridman (04:24.900)
of incredible development of technology,
Lex Fridman (04:27.620)
but then you see some of the things
Lex Fridman (04:28.940)
that are happening right now,
Cristiano Amon (04:30.420)
which is probably you would not expect them to happen
Lex Fridman (04:33.660)
on the 21st century, just what happened in Ukraine.
Lex Fridman (04:36.860)
So I think that will be a more puzzling question
Lex Fridman (04:40.300)
for the aliens, I would imagine.
Cristiano Amon (04:42.500)
The new technology is kind of impressive.
Lex Fridman (04:44.900)
Actually, that might not be so puzzling
Cristiano Amon (04:46.460)
because that's just human nature revealing itself
Lex Fridman (04:49.020)
as it has throughout human history.
Cristiano Amon (04:50.620)
That's correct.
Lex Fridman (04:52.780)
Let's talk about wireless communication.
Lex Fridman (04:54.860)
So Qualcomm was instrumental in developing 5G.
Lex Fridman (04:58.540)
Now you were with Qualcomm since the early days,
Cristiano Amon (05:01.100)
the good old 90s with the 2G, but what is 5G,
Lex Fridman (05:05.580)
including sub six gigahertz 5G and millimeter wave 5G?
Lex Fridman (05:10.100)
How does it work?
Lex Fridman (05:10.940)
And maybe the most important question is
Lex Fridman (05:13.340)
how will it change the world in the coming years?
Lex Fridman (05:15.900)
When we set ourselves to develop 5G,
Lex Fridman (05:18.300)
and we look at this, every generation of technology
Lex Fridman (05:21.980)
had a problem to be solved, right?
Lex Fridman (05:24.180)
So you mentioned 2G, 2G challenge,
Lex Fridman (05:26.580)
the challenge of CDMA was can we give every person
Lex Fridman (05:29.340)
on earth a cell phone?
Lex Fridman (05:30.900)
That was, can you get to a technology
Cristiano Amon (05:33.060)
that you can basically allow everyone
Lex Fridman (05:36.100)
to have a mobile phone?
Cristiano Amon (05:37.660)
3G was about the ability to connect that to the internet.
Lex Fridman (05:41.100)
I think 4G was broadband and with 4G was about
Cristiano Amon (05:45.140)
have the ability for you to have a computer
Lex Fridman (05:46.780)
in the palm of your hand.
Cristiano Amon (05:48.020)
We'll just talk about that.
Lex Fridman (05:49.540)
5G, the challenge was a little bit different.
Cristiano Amon (05:52.180)
It's how do we build a technology for a society
Lex Fridman (05:55.140)
that is gonna be 100% connected to the cloud?
Lex Fridman (05:57.980)
How do we provide a technology that is going to be
Lex Fridman (06:00.900)
the last mile connectivity for everything?
Lex Fridman (06:04.260)
So 5G has basically been designed,
Lex Fridman (06:07.980)
eliminate all issues with data congestion,
Cristiano Amon (06:10.300)
whether you are in stadium, we talk about soccer,
Lex Fridman (06:14.500)
you were in a stadium and everyone should be
Cristiano Amon (06:16.900)
ability to have access to broadband.
Lex Fridman (06:19.340)
So deal with congestion.
Cristiano Amon (06:20.900)
Deal with the fact that not only people,
Lex Fridman (06:22.900)
but billions of things need to be connected.
Cristiano Amon (06:25.980)
Create a technology that for the first time in wireless,
Lex Fridman (06:29.780)
you could deliver mission critical services.
Cristiano Amon (06:32.980)
Wireless used to up to 4G is its best effort.
Lex Fridman (06:37.180)
In 5G, it can guarantee that you are connected
Cristiano Amon (06:40.500)
with the cloud.
Lex Fridman (06:41.340)
And then the last point of that is provide this fabric
Cristiano Amon (06:47.260)
that will allow us as a society to look at things
Lex Fridman (06:50.660)
that are not connected and say, that's the exception.
Cristiano Amon (06:53.260)
That's why we made a comparison in the early days of 5G
Lex Fridman (06:57.100)
that that's gonna be like electricity.
Cristiano Amon (06:58.580)
Right now, you don't have a discussion
Lex Fridman (07:00.940)
about what is the use cases for electricity.
Cristiano Amon (07:03.300)
You don't talk about that anymore.
Lex Fridman (07:04.700)
You just assume it's there.
Lex Fridman (07:05.860)
And that's how we think about everything
Lex Fridman (07:08.100)
connected to the cloud.
Cristiano Amon (07:09.420)
That's what 5G is and that's the role of 5G.
Lex Fridman (07:13.100)
So first of all, everything connected to the cloud
Cristiano Amon (07:15.380)
is interesting because the space of everything
Lex Fridman (07:17.540)
is constantly increasing.
Cristiano Amon (07:19.020)
That is correct.
Lex Fridman (07:20.540)
I don't think the refrigerator over there,
Cristiano Amon (07:22.700)
it looks kind of smart,
Lex Fridman (07:23.540)
but I don't think it's connected yet to the cloud.
Lex Fridman (07:27.020)
So this includes internet of things.
Lex Fridman (07:29.500)
What is the full space of everything?
Cristiano Amon (07:31.620)
The full space of everything is,
Lex Fridman (07:33.860)
it's maybe going back to where you start defining Qualcomm.
Cristiano Amon (07:38.500)
Qualcomm is about communications and advanced computers
Lex Fridman (07:41.900)
for low power devices.
Lex Fridman (07:43.820)
And can we make everything smart?
Lex Fridman (07:46.620)
It can range from the robot you have right now on the floor
Cristiano Amon (07:51.140)
to your refrigerator, to a camera,
Lex Fridman (07:54.740)
to machines in manufacturing,
Cristiano Amon (08:00.980)
to retail, et cetera.
Lex Fridman (08:03.500)
I can give you some examples.
Cristiano Amon (08:05.460)
When we think of something as simple
Lex Fridman (08:08.260)
as going to the grocery shop,
Cristiano Amon (08:11.260)
we see technology now with something,
Lex Fridman (08:14.540)
the stuff we've been working with companies like Walmart.
Cristiano Amon (08:17.620)
Electronic shelf labels.
Lex Fridman (08:19.540)
The ability for you to have smart cameras,
Cristiano Amon (08:21.620)
they can look at shelves and the camera is smart enough
Lex Fridman (08:24.380)
to say some product needs to be replenished.
Cristiano Amon (08:27.020)
Ability to see what's trashed.
Lex Fridman (08:28.220)
So it's about really providing processor connectivity,
Cristiano Amon (08:32.580)
artificial intelligence to everything.
Lex Fridman (08:35.300)
And I think that's one of the largest addressable markets
Cristiano Amon (08:40.180)
we have for technology
Lex Fridman (08:41.180)
because you can't really define everything.
Cristiano Amon (08:43.340)
Right, exactly.
Lex Fridman (08:44.260)
It's a nice market
Cristiano Amon (08:45.100)
because it keeps growing potentially exponentially in speed.
Lex Fridman (08:49.660)
What about coverage?
Lex Fridman (08:51.100)
So how are we doing on the everything part?
Lex Fridman (08:53.180)
So there is, like I mentioned, sub six gigahertz 5G
Lex Fridman (08:57.620)
and there's a millimeter wave 5G.
Lex Fridman (09:00.100)
So not all 5G is made the same.
Lex Fridman (09:02.780)
So there's a speed, there's a bandwidth thing.
Lex Fridman (09:05.460)
And then there's coverage.
Lex Fridman (09:06.780)
How many people get to enjoy today
Lex Fridman (09:10.220)
and how does the progress in the next five, 10, 20, 30,
Lex Fridman (09:13.420)
50 years you think looks like in terms of coverage?
Lex Fridman (09:15.820)
Great topic of conversation.
Lex Fridman (09:17.060)
So let's talk about this.
Lex Fridman (09:19.180)
When I meet with regulators across the globe,
Cristiano Amon (09:23.020)
I tell them resistance is futile.
Lex Fridman (09:26.140)
Allocate every spectrum to wireless.
Cristiano Amon (09:29.020)
Every spectrum needs to be allocated to wireless.
Lex Fridman (09:31.660)
The reality is when we start moving from CDMA to OFDMA,
Cristiano Amon (09:37.500)
we knew that this industry has done a lot
Lex Fridman (09:41.820)
to get more bits per Hertz.
Lex Fridman (09:44.020)
But the reality is the massive amount of improvements
Lex Fridman (09:49.020)
that is required in capacity and in speed,
Cristiano Amon (09:53.700)
you need more spectrum.
Lex Fridman (09:55.380)
There's not so much we can rely on more bits per Hertz.
Cristiano Amon (10:00.100)
You just need more spectrum.
Lex Fridman (10:01.620)
And if you look, for example,
Lex Fridman (10:04.300)
what carriers since the 2G era,
Lex Fridman (10:07.780)
they participate in different license and auctions
Lex Fridman (10:10.740)
and every spectrum they accumulated from 2G or 3G or 4G,
Lex Fridman (10:15.740)
all of that, you may be able to get one or two channels max
Cristiano Amon (10:20.980)
of sub six, which is a channel is about 100 megahertz
Lex Fridman (10:24.380)
or 200 megahertz, and that's it.
Lex Fridman (10:26.740)
So we need more spectrum.
Lex Fridman (10:28.740)
So 5G has been designed to work across every spectrum
Cristiano Amon (10:32.340)
from the low frequency bands, that's what we call the sub six,
Lex Fridman (10:36.980)
but you needed more, you needed to go to the millimeter wave.
Lex Fridman (10:40.340)
So that's why 5G is a technology that you can deploy
Lex Fridman (10:43.820)
from 450 megahertz as an example, or 600 or 700,
Cristiano Amon (10:48.820)
all the way to in the 42 gigahertz.
Lex Fridman (10:54.100)
And that's where millimeter wave comes into the picture.
Cristiano Amon (10:57.180)
Now, let's now connect this to your question
Lex Fridman (11:00.620)
about coverage of 5G.
Cristiano Amon (11:03.580)
The easiest thing to do is to deploy 5G
Lex Fridman (11:08.420)
in the new spectrum you can get,
Cristiano Amon (11:10.620)
which is in the sub six, you see bands being auctioned
Lex Fridman (11:14.180)
across the globe into 3.5 gigahertz.
Cristiano Amon (11:17.500)
There's nothing special about the band,
Lex Fridman (11:18.820)
it's just the only one that was available
Cristiano Amon (11:20.260)
because everything else has been useful for 4G.
Lex Fridman (11:22.620)
And you can deploy on that, go into existing cell towers
Lex Fridman (11:26.620)
and just put a new equipment
Lex Fridman (11:27.940)
without having to build new towers.
Lex Fridman (11:29.460)
But when we go to technologies such as millimeter wave,
Lex Fridman (11:32.700)
then you have to build more dense networks.
Cristiano Amon (11:35.260)
You need to build more stations
Lex Fridman (11:37.140)
because a deployment in that case
Cristiano Amon (11:38.700)
look like a wifi deployment,
Lex Fridman (11:40.500)
it's almost like wifi access points.
Cristiano Amon (11:42.900)
When you need to build more stations, you need permits,
Lex Fridman (11:45.940)
you need to build fiber, so it takes more time to densify.
Lex Fridman (11:50.580)
So what you see happening is coverage has been built fast
Lex Fridman (11:54.260)
with sub six across the globe,
Lex Fridman (11:56.620)
but now the United States also have the sub six.
Lex Fridman (11:59.860)
So that gets you to coverage very fast.
Lex Fridman (12:02.940)
But millimeter wave, it's moving.
Lex Fridman (12:05.620)
And if I will say, for example, Verizon,
Cristiano Amon (12:08.780)
United States has had a leadership
Lex Fridman (12:11.220)
in building millimeter wave, it takes time.
Cristiano Amon (12:13.060)
I'll say cities like Chicago, Manhattan
Lex Fridman (12:17.020)
starting to get coverage.
Cristiano Amon (12:18.780)
It will be a process over a number of years
Lex Fridman (12:21.540)
as you build those different access points type networks,
Lex Fridman (12:26.220)
but it's inevitable.
Lex Fridman (12:28.500)
There's not enough spectrum.
Lex Fridman (12:30.020)
So every 5G operators just a matter of time
Lex Fridman (12:33.220)
will have millimeter wave as well.
Cristiano Amon (12:35.020)
Resistance is futile.
Lex Fridman (12:36.740)
Okay, so for millimeter wave,
Cristiano Amon (12:39.300)
we need density of access points.
Lex Fridman (12:42.140)
And what's the biggest resistance for Qualcomm
Lex Fridman (12:47.620)
for human civilization?
Lex Fridman (12:49.660)
Is it politicians, regulators, federal regulators?
Lex Fridman (12:54.500)
Is it individual humans?
Lex Fridman (12:57.700)
Is it not enough money from the consumer perspective?
Lex Fridman (13:00.620)
Like who is the biggest pain in the butt?
Lex Fridman (13:03.340)
From a Qualcomm standpoint, but answering the question
Cristiano Amon (13:05.700)
about what it takes to build all this technology.
Lex Fridman (13:09.420)
I think regulators across the board
Cristiano Amon (13:11.740)
understood the importance of 5G.
Lex Fridman (13:13.660)
I have not met a regulator that said,
Cristiano Amon (13:15.940)
it's really important to be late on 5G.
Lex Fridman (13:18.100)
I don't think anybody wants to be late on 5G.
Lex Fridman (13:20.140)
And as a result, we've seen enormous amount of progress
Lex Fridman (13:22.980)
in getting spectrum allocated to 5G.
Cristiano Amon (13:26.300)
I think the real issue is the time that it takes
Lex Fridman (13:29.380)
to build infrastructure.
Cristiano Amon (13:31.660)
You know, investment in 5G infrastructure,
Lex Fridman (13:34.220)
special millimeter wave is like building roads and ports.
Cristiano Amon (13:37.060)
It's critical infrastructure.
Lex Fridman (13:38.820)
And those things take time.
Cristiano Amon (13:40.060)
Like one of the number one obstacle
Lex Fridman (13:41.660)
you're gonna hear from operators is site permit.
Cristiano Amon (13:45.020)
You know, sometimes they have to negotiate municipality
Lex Fridman (13:47.780)
by municipality about permits to get new cell sites.
Lex Fridman (13:51.740)
But you know, the networks will be densified
Lex Fridman (13:54.220)
and you're gonna need all of that capacity
Cristiano Amon (13:56.740)
for the promise of the fully immersive augmented reality
Lex Fridman (14:01.100)
that will replace phones and everything being connected
Cristiano Amon (14:03.940)
100% of the time.
Lex Fridman (14:05.580)
This would not be a conversation with the CEO
Cristiano Amon (14:07.940)
if I did not ask questions that make you nervous.
Lex Fridman (14:12.980)
Some people raise concerns about there not being enough
Cristiano Amon (14:15.900)
studies about the effects of 5G on the human body.
Lex Fridman (14:19.380)
Is 5G safe?
Cristiano Amon (14:21.380)
Look, I have a very simple answer to this question.
Lex Fridman (14:26.380)
As we build new capabilities, such as 5G,
Cristiano Amon (14:31.380)
power is going down, especially when you think
Lex Fridman (14:34.700)
about reducing the number of base stations,
Cristiano Amon (14:37.940)
the network's becoming more dense.
Lex Fridman (14:40.420)
So as you do that, the power becomes lower.
Cristiano Amon (14:45.420)
If your phone radiated from the phone and from the tower,
Lex Fridman (14:49.420)
as you get closer to the tower,
Cristiano Amon (14:51.220)
you don't need that much power to reach the tower.
Lex Fridman (14:53.460)
So as we move from 4G to 5G,
Cristiano Amon (14:56.860)
I think we see a reduction in the amount of power
Lex Fridman (15:00.100)
is required to close the radio link.
Cristiano Amon (15:02.860)
Now, also you have a number of organizations,
Lex Fridman (15:05.860)
the FCC, for example, has rigorous programs,
Cristiano Amon (15:09.460)
which they do a lot of tests to validate, you know,
Lex Fridman (15:14.460)
the safety of those devices.
Lex Fridman (15:16.780)
And I think we have, has been a model for other countries
Lex Fridman (15:20.300)
to also to adopt the same things.
Cristiano Amon (15:24.060)
Cellular has been around for a number of decades now.
Lex Fridman (15:27.540)
I think smartphone is our most beloved device today.
Lex Fridman (15:32.540)
And I would argue how it's difficult
Lex Fridman (15:35.980)
to answer those questions,
Lex Fridman (15:37.780)
but I'll argue that the data to date
Lex Fridman (15:41.380)
have we seen in 3G and 4G, you know,
Cristiano Amon (15:45.580)
has shown that a lot of the initial concerns
Lex Fridman (15:53.500)
were not valid.
Cristiano Amon (15:55.060)
We look at 5G, even though it's new, it's just less power.
Lex Fridman (15:58.620)
So we look at it from a physics standpoint.
Lex Fridman (16:01.900)
So from a physics, from a biology perspective,
Lex Fridman (16:05.180)
there's a lot of evidence, there's studies
Cristiano Amon (16:08.740)
that show that it's not dangerous, that it is in fact safe.
Lex Fridman (16:13.060)
However, the concern that people have
Cristiano Amon (16:14.640)
is when you scale technology exponentially,
Lex Fridman (16:18.620)
how will that change human civilization?
Cristiano Amon (16:20.740)
I mean, that doesn't apply to 5G,
Lex Fridman (16:22.340)
that applies to every technology.
Cristiano Amon (16:23.980)
How, you said smartphone is the most beloved device,
Lex Fridman (16:27.300)
but love sometimes hurts.
Cristiano Amon (16:29.940)
That's the impact on society we don't know.
Lex Fridman (16:33.380)
And there's a little bit of fear,
Cristiano Amon (16:34.700)
there's both excitement and fear.
Lex Fridman (16:36.740)
It's a great topic of conversation actually.
Lex Fridman (16:39.180)
So let me give you my perspective on this.
Lex Fridman (16:41.160)
And you started to see some things
Cristiano Amon (16:42.500)
actually happening right now.
Lex Fridman (16:43.700)
So let me step back and let's talk about the fact
Cristiano Amon (16:47.140)
that we are in a fully interconnected society.
Lex Fridman (16:51.020)
That when you look of the situation today,
Cristiano Amon (16:56.060)
we talk about smartphones, largest development platform,
Lex Fridman (17:01.700)
so much now of our life, we are connected to the smartphone.
Lex Fridman (17:08.500)
And we are all connected and we're connected.
Lex Fridman (17:11.580)
And then we're building digital twins of everything, right?
Lex Fridman (17:15.460)
So when you look at that picture,
Lex Fridman (17:17.340)
when you look at the picture of this connected society,
Cristiano Amon (17:21.460)
you started to have the following thoughts,
Lex Fridman (17:25.140)
which I think are very healthy,
Cristiano Amon (17:26.780)
which means in the same way that in the physical world,
Lex Fridman (17:30.220)
you're entitled to some rights, you have obligations,
Lex Fridman (17:33.720)
and there's a lot of things that protect your integrity.
Lex Fridman (17:38.720)
I think as a rule, we're gonna see the society evolving.
Lex Fridman (17:43.580)
So those things extend to your digital being
Lex Fridman (17:47.680)
of people and things.
Lex Fridman (17:49.340)
And I think it's just natural.
Lex Fridman (17:50.720)
It's just natural.
Cristiano Amon (17:52.140)
It's just a natural path.
Lex Fridman (17:54.020)
And you started to see things like that.
Cristiano Amon (17:55.540)
For example, the Europeans has done a lot in this area.
Lex Fridman (18:00.020)
I'll say the Europeans probably ahead in the United States
Cristiano Amon (18:03.940)
thinking about privacy laws, digital privacy laws.
Lex Fridman (18:06.940)
Most recently, the DMA, the Digital Markets Act,
Cristiano Amon (18:09.860)
which I think is a great thing.
Lex Fridman (18:11.860)
I think we believe there's incredible thought
Cristiano Amon (18:15.900)
into enable ability to regulate the digital markets
Lex Fridman (18:19.260)
so that there's innovation and competitions
Lex Fridman (18:21.100)
and not a single company can control all the data
Lex Fridman (18:24.860)
and then decide how things are gonna be work
Cristiano Amon (18:28.620)
on the digital realm.
Lex Fridman (18:29.740)
And even if we think about the potential things
Cristiano Amon (18:32.060)
like the metaverse,
Lex Fridman (18:32.900)
as we're connecting physical and digital spaces.
Lex Fridman (18:35.480)
So I think it's a natural evolution.
Lex Fridman (18:37.500)
Of course, regulation and laws always follow technology.
Lex Fridman (18:43.000)
But the fact that we're moving
Lex Fridman (18:45.620)
to an interconnected society, there's no going back.
Cristiano Amon (18:49.440)
We are a fully interconnected society.
Lex Fridman (18:52.040)
But there is opportunity to think about
Lex Fridman (18:55.180)
how the digital twin should,
Lex Fridman (18:58.980)
people and government should think about it
Lex Fridman (19:00.860)
so that we get the best of a technology
Lex Fridman (19:03.380)
without any downside.
Cristiano Amon (19:05.280)
Yeah, so when you say digital twin,
Lex Fridman (19:06.900)
that's one of the other things you're excited about,
Cristiano Amon (19:08.500)
which is the metaverse,
Lex Fridman (19:09.780)
or basically building worlds in the digital space.
Lex Fridman (19:13.380)
And you have to start to think about
Lex Fridman (19:14.700)
all the basic human rights that transfer
Cristiano Amon (19:18.500)
from our physical meat vehicles
Lex Fridman (19:20.520)
out to the digital copies of ourselves,
Cristiano Amon (19:22.940)
representations of ourselves.
Lex Fridman (19:24.220)
It's really important to think about.
Cristiano Amon (19:25.740)
The thing you mentioned about regulators that has been,
Lex Fridman (19:27.820)
this is me speaking frustrating,
Cristiano Amon (19:29.740)
is like you said, they follow technology.
Lex Fridman (19:32.820)
So sometimes they don't get the technology at all.
Lex Fridman (19:36.940)
So they're very clumsy in writing laws
Lex Fridman (19:40.220)
that censor that technology in interesting ways.
Cristiano Amon (19:43.760)
They mean good, but they can do a lot of unintended damage.
Lex Fridman (19:47.360)
Now, both, it's a dance.
Cristiano Amon (19:49.500)
It's a beautiful dance,
Lex Fridman (19:50.660)
but I just wish governments were better dance partners.
Cristiano Amon (19:54.120)
I just see what they're kind of writing now
Lex Fridman (19:55.860)
about regulating social media and platforms like YouTube,
Cristiano Amon (1:00:00.980)
is just what I'm gonna do in the next two years,
Lex Fridman (1:00:02.760)
but what do I want to do?
Lex Fridman (1:00:04.260)
Where do I wanna go?
Lex Fridman (1:00:05.960)
And I think it's important for people,
Cristiano Amon (1:00:08.480)
especially young people,
Lex Fridman (1:00:10.780)
is to really have a dream and go pursue it.
Cristiano Amon (1:00:15.140)
I mean, have a dream does not go back to bed to sleep.
Lex Fridman (1:00:17.560)
It's really what do you want to accomplish
Lex Fridman (1:00:20.720)
and then what it's gonna take to do that.
Lex Fridman (1:00:22.300)
And then believe in yourself.
Cristiano Amon (1:00:24.200)
Like I said, I joined Qualcomm as an engineer
Lex Fridman (1:00:28.440)
and I didn't have any plans when I joined to be CEO,
Lex Fridman (1:00:33.140)
but I do want, as an engineer,
Lex Fridman (1:00:34.680)
what I wanted to do, where I wanna contribute,
Lex Fridman (1:00:38.240)
what I wanted to work on,
Lex Fridman (1:00:39.320)
and then keep evolving from that point in time.
Cristiano Amon (1:00:43.800)
The other thing is, this is an advice,
Lex Fridman (1:00:46.200)
it's more of like career advice that I got early in my career
Cristiano Amon (1:00:51.360)
was extremely helpful for me
Lex Fridman (1:00:54.020)
and I will give that advice
Cristiano Amon (1:00:55.160)
to everyone that is interested.
Lex Fridman (1:00:58.740)
Spend time understanding what are the things you're good at
Lex Fridman (1:01:02.540)
and what are the things you're not.
Lex Fridman (1:01:04.280)
Like what is the real border between your area of competence
Lex Fridman (1:01:08.680)
and your area of incompetence?
Lex Fridman (1:01:10.580)
And once you see that,
Cristiano Amon (1:01:12.320)
once you see that you know exactly what you have to work on
Lex Fridman (1:01:15.680)
and you can say, that's where I wanna go next,
Cristiano Amon (1:01:18.880)
this is the gap, I need to do it.
Lex Fridman (1:01:21.160)
And it's faster when you can identify yourself
Cristiano Amon (1:01:24.760)
before other people can tell you.
Lex Fridman (1:01:27.240)
Then it leads to automatically the next step.
Cristiano Amon (1:01:31.480)
Surround yourself, the people that are very good
Lex Fridman (1:01:34.080)
at the things that you're not.
Lex Fridman (1:01:35.480)
So you have to be radically honest
Lex Fridman (1:01:38.780)
about the things that you're not good at,
Lex Fridman (1:01:41.120)
but given what you're passionate about,
Lex Fridman (1:01:42.960)
you need to get good at,
Cristiano Amon (1:01:44.160)
or you would like to get good at,
Lex Fridman (1:01:45.720)
and surround yourself by those people.
Lex Fridman (1:01:47.680)
How often did the plans you make actually work out?
Lex Fridman (1:01:50.640)
So you said it's important to make plans.
Cristiano Amon (1:01:52.520)
You didn't say anything about
Lex Fridman (1:01:54.480)
it's important to execute on those plans.
Cristiano Amon (1:01:56.240)
More than 50% success rate.
Lex Fridman (1:01:58.600)
Try to keep it above 50.
Cristiano Amon (1:01:59.960)
Try to keep it above 50.
Lex Fridman (1:02:01.840)
What was the whole, why did you end up in Japan?
Cristiano Amon (1:02:05.440)
I've been fortunate enough to work in cellular and wireless
Lex Fridman (1:02:09.560)
my entire career.
Lex Fridman (1:02:10.720)
So I always liked communications.
Lex Fridman (1:02:13.880)
When I entered engineering school,
Cristiano Amon (1:02:15.680)
my dad was electrical engineer,
Lex Fridman (1:02:17.320)
but he worked with the utility company.
Cristiano Amon (1:02:19.120)
He wanted me to graduate
Lex Fridman (1:02:21.480)
in traditional electrical engineering,
Cristiano Amon (1:02:23.040)
like energy generation, distribution.
Lex Fridman (1:02:27.920)
But I like electronics communication,
Lex Fridman (1:02:29.520)
so I ended up doing both.
Lex Fridman (1:02:31.720)
And I always liked communication.
Cristiano Amon (1:02:35.280)
I was fascinated by wireless communication.
Lex Fridman (1:02:37.160)
So my first job at a college,
Cristiano Amon (1:02:38.680)
I started working for a Japanese company down in Brazil,
Lex Fridman (1:02:42.000)
was NEC, and within about a year in,
Cristiano Amon (1:02:44.240)
they transferred me to Tokyo.
Lex Fridman (1:02:46.560)
They asked me to go to their headquarters,
Lex Fridman (1:02:48.060)
and it was the first time I left Brazil.
Lex Fridman (1:02:51.440)
A little bit different from Brazil.
Cristiano Amon (1:02:53.400)
Culturally. Very different.
Lex Fridman (1:02:54.920)
It is in the other side of the planet.
Lex Fridman (1:02:58.080)
And that's how I started.
Lex Fridman (1:03:00.540)
You said your father's an electrical engineer.
Lex Fridman (1:03:03.840)
Do you think what you're doing now makes your father proud?
Lex Fridman (1:03:07.580)
I think he's very proud.
Cristiano Amon (1:03:08.680)
I think especially, you know,
Lex Fridman (1:03:12.580)
he tells me that I'm still the same person
Cristiano Amon (1:03:15.760)
that never changed.
Lex Fridman (1:03:17.480)
Does he give you advice?
Lex Fridman (1:03:19.160)
Does he criticize what you're doing?
Lex Fridman (1:03:20.720)
Tell you how to improve?
Cristiano Amon (1:03:22.360)
My mom and dad still give me advice today.
Lex Fridman (1:03:24.080)
I'm very fortunate for that.
Lex Fridman (1:03:25.280)
But he's proud.
Lex Fridman (1:03:29.560)
I'm also proud because there are very few Brazilians
Cristiano Amon (1:03:33.720)
that have achieved a position as CEO
Lex Fridman (1:03:36.320)
of a company the size of Qualcomm.
Lex Fridman (1:03:39.360)
And I do know that also I carry a burden,
Lex Fridman (1:03:43.260)
especially for the Latino community,
Cristiano Amon (1:03:47.720)
to be an inspiration for them
Lex Fridman (1:03:49.220)
and make sure I set a good example.
Lex Fridman (1:03:51.940)
So not just your mom and dad,
Lex Fridman (1:03:54.380)
but the culture, the people that were originally your home.
Lex Fridman (1:04:01.540)
Do you, you know, life is finite.
Lex Fridman (1:04:04.780)
Do you think about your own mortality?
Cristiano Amon (1:04:07.860)
Look, I'm a devout Christian,
Lex Fridman (1:04:10.980)
and so I'm a big believer that there's,
Cristiano Amon (1:04:15.460)
this is just a transition.
Lex Fridman (1:04:18.700)
But don't spend a lot of time thinking about that.
Cristiano Amon (1:04:22.140)
I am somebody good, better, and different
Lex Fridman (1:04:25.820)
that try as much as possible to leave the present,
Lex Fridman (1:04:29.340)
and that's what I do.
Lex Fridman (1:04:31.660)
And try to make the present better
Cristiano Amon (1:04:33.240)
on this place here on Earth.
Lex Fridman (1:04:35.860)
Absolutely.
Lex Fridman (1:04:36.700)
And that some of these technologies,
Lex Fridman (1:04:38.060)
some of these ideas are kind of a different kind
Cristiano Amon (1:04:40.980)
of immortality as well,
Lex Fridman (1:04:42.540)
because they propagate through time
Lex Fridman (1:04:44.500)
and have impact on people in the best possible way.
Lex Fridman (1:04:47.700)
So technology can be scary,
Cristiano Amon (1:04:49.880)
technology can be destructive,
Lex Fridman (1:04:51.280)
but it seems like in the end it can do a lot of good.
Cristiano Amon (1:04:56.460)
More good, there's more good than bad.
Lex Fridman (1:04:59.300)
What do you think is the meaning of this whole thing?
Cristiano Amon (1:05:01.100)
I asked you about aliens observing us.
Lex Fridman (1:05:03.620)
What's the meaning of life?
Lex Fridman (1:05:05.640)
Cristiano, what's the meaning of life?
Lex Fridman (1:05:09.640)
Easy questions.
Cristiano Amon (1:05:10.920)
That's not an easy question at all.
Lex Fridman (1:05:13.120)
I think that's a question,
Cristiano Amon (1:05:15.240)
at least for me, you have to answer individually.
Lex Fridman (1:05:18.720)
But I do believe we're all here for a purpose.
Cristiano Amon (1:05:24.440)
In my prayers I always ask that I stay on track
Lex Fridman (1:05:28.960)
to whatever my purpose is,
Lex Fridman (1:05:30.960)
but I do believe we're here for a purpose,
Lex Fridman (1:05:33.160)
and we need to do the best we can
Cristiano Amon (1:05:34.840)
during the time we have on this Earth.
Lex Fridman (1:05:36.920)
So that means create beautiful things for you
Lex Fridman (1:05:41.040)
as an engineer?
Lex Fridman (1:05:42.000)
Yes, and create beautiful things, yes.
Lex Fridman (1:05:44.640)
What about love?
Lex Fridman (1:05:46.280)
What's the role of love in the human condition?
Cristiano Amon (1:05:49.960)
Love's very important,
Lex Fridman (1:05:50.960)
and it's an essential part of being human.
Cristiano Amon (1:05:54.740)
It comes in the package.
Lex Fridman (1:05:56.880)
And I think if you look at the situation,
Cristiano Amon (1:06:00.100)
what's happening right now,
Lex Fridman (1:06:01.480)
I think if you look at the situation
Cristiano Amon (1:06:03.680)
with some of the underprivileged communities,
Lex Fridman (1:06:06.280)
you look at the homeless situation,
Cristiano Amon (1:06:08.180)
I think we all need more love.
Lex Fridman (1:06:10.200)
Yeah, and I think people that build incredible technology
Cristiano Amon (1:06:12.680)
sometimes forget the love part.
Lex Fridman (1:06:14.880)
Those are all, it's all integrated.
Cristiano Amon (1:06:17.280)
There's no, thinking about humanity is really important
Lex Fridman (1:06:21.720)
when you build tools that empower that humanity.
Cristiano Amon (1:06:24.980)
Because there's, I think, at least I personally believe
Lex Fridman (1:06:27.360)
we're all capable of both evil and good.
Lex Fridman (1:06:30.200)
And we have to build technology, build societies,
Lex Fridman (1:06:33.400)
build governments, build communities
Cristiano Amon (1:06:35.200)
that inspire us to connect with the good part
Lex Fridman (1:06:40.000)
within all of us.
Cristiano Amon (1:06:40.940)
I'm a big believer that technology is, at the end,
Lex Fridman (1:06:43.760)
the force for good.
Lex Fridman (1:06:44.720)
And if you just look, you know,
Lex Fridman (1:06:47.560)
not trying to move away from a deep discussion
Cristiano Amon (1:06:50.880)
to a more specific, technical one.
Lex Fridman (1:06:54.180)
But we started a conversation talking about smartphones.
Lex Fridman (1:06:58.640)
And smartphones really, the first time
Lex Fridman (1:07:03.240)
that you could say that everybody in the world
Cristiano Amon (1:07:05.240)
was able to connect to the internet
Lex Fridman (1:07:06.960)
and connect to each other.
Lex Fridman (1:07:07.880)
And I think what that empowerment that that provided,
Lex Fridman (1:07:11.400)
it's an incredible force for good.
Cristiano Amon (1:07:14.400)
Well, the company you lead, the technology you've created,
Lex Fridman (1:07:18.660)
one of them that I'm especially excited about,
Cristiano Amon (1:07:21.120)
which is Snapdragon, the whole line of processors there.
Lex Fridman (1:07:23.840)
Currently, I would say at about 10 billion transistors.
Cristiano Amon (1:07:27.600)
If you think about the human brain,
Lex Fridman (1:07:29.200)
it's about 100 billion neurons.
Lex Fridman (1:07:31.560)
So I think 11 Samsung Galaxy S22s
Lex Fridman (1:07:36.440)
are already smarter than me.
Lex Fridman (1:07:37.720)
And that's being nice to me.
Lex Fridman (1:07:41.040)
I'm really honored that you spent
Cristiano Amon (1:07:42.240)
your extremely valuable time with me,
Lex Fridman (1:07:44.680)
even though you said Pele is the favorite player.
Cristiano Amon (1:07:48.040)
Beyond all of that, I think you're an incredible person,
Lex Fridman (1:07:51.360)
incredible leader, and you lead
Cristiano Amon (1:07:53.240)
an incredible engineering company.
Lex Fridman (1:07:54.860)
So thank you for doing that.
Cristiano Amon (1:07:55.980)
Oh, thank you so much.
Lex Fridman (1:07:56.820)
Thanks for the kind words.
Cristiano Amon (1:07:58.020)
Really a pleasure having this conversation.
Lex Fridman (1:07:59.920)
I really had a lot of fun doing it.
Lex Fridman (1:08:01.340)
And thank you for having me in your podcast.
Lex Fridman (1:08:04.800)
Thanks for listening to this conversation
Cristiano Amon (1:08:06.280)
with Christiano Aman.
Lex Fridman (1:08:07.960)
To support this podcast, please check out
Cristiano Amon (1:08:09.640)
our sponsors in the description.
Lex Fridman (1:08:11.760)
And now, let me leave you with some words
Cristiano Amon (1:08:13.920)
from Stephen Hawking.
Lex Fridman (1:08:15.960)
For millions of years, mankind lived just like the animals.
Cristiano Amon (1:08:20.420)
Then something happened, which unleashed
Lex Fridman (1:08:22.480)
the power of our imagination.
Cristiano Amon (1:08:24.760)
We learned to talk, and we learned to listen.
Lex Fridman (1:08:28.120)
Speech has allowed the communication of ideas,
Cristiano Amon (1:08:31.360)
enabling human beings to work together
Lex Fridman (1:08:33.440)
to build the impossible.
Cristiano Amon (1:08:35.400)
Mankind's greatest achievements have come about by talking,
Lex Fridman (1:08:40.080)
and its greatest failures by not talking.
Cristiano Amon (1:08:44.160)
It doesn't have to be like this.
Lex Fridman (1:08:46.040)
Our greatest hopes could become reality in the future.
Cristiano Amon (1:08:49.280)
With the technology at our disposal,
Lex Fridman (1:08:51.280)
the possibilities are unbounded.
Cristiano Amon (1:08:54.200)
All we need to do is make sure we keep talking.
Lex Fridman (1:08:58.440)
Thank you for listening, and hope to see you next time.
Lex Fridman (20:00.380)
and it's just really, really clumsy.
Lex Fridman (20:02.460)
They don't understand how machine learning works.
Cristiano Amon (20:04.620)
I recommend their systems work.
Lex Fridman (20:06.260)
And I just wish they kind of caught up a little more
Cristiano Amon (20:08.960)
because it's really important to be great at regulation,
Lex Fridman (20:12.900)
but also it's important to let companies flourish
Lex Fridman (20:15.540)
and embrace this new wave of technology.
Lex Fridman (20:17.500)
That weird dance, I am more and more learning
Cristiano Amon (20:20.420)
looking at public policy,
Lex Fridman (20:22.620)
how much positive government can do
Lex Fridman (20:25.620)
and how much clumsy negative it can do,
Lex Fridman (20:28.060)
unintentionally, just out of sheer incompetence
Cristiano Amon (20:31.240)
or lack of curiosity about tech.
Lex Fridman (20:34.180)
That's my rant about regulators.
Cristiano Amon (20:36.900)
I think it's a valid point.
Lex Fridman (20:39.280)
As I said before, I think the Europeans
Cristiano Amon (20:41.300)
probably have a very good framework,
Lex Fridman (20:43.460)
but the way I'll think about it,
Cristiano Amon (20:46.220)
we depend on having the ability to innovate.
Lex Fridman (20:50.260)
We depend on the free markets.
Cristiano Amon (20:51.580)
We depend on the ability to create technology
Lex Fridman (20:56.700)
that will be disruptive.
Lex Fridman (20:59.300)
But at the same time, I think the tech companies
Lex Fridman (21:01.140)
probably should spend time helping governments understand,
Cristiano Amon (21:04.860)
helping understand ahead of time
Lex Fridman (21:06.980)
so that they can be better prepared.
Cristiano Amon (21:09.980)
Let's talk about one of my favorite topics, Snapdragon.
Lex Fridman (21:14.840)
So Snapdragon is a system on a chip.
Cristiano Amon (21:17.380)
This processor has probably powered billions of smartphones
Lex Fridman (21:21.420)
over its pretty long history now,
Cristiano Amon (21:23.940)
a decade and a half maybe.
Lex Fridman (21:26.120)
So it's constantly iterating.
Cristiano Amon (21:27.320)
There's constantly just like a turmoil of beautiful
Lex Fridman (21:29.540)
innovations happening.
Lex Fridman (21:30.660)
So last year it was Snapdragon 888 was the main one
Lex Fridman (21:34.220)
with the five nanometer,
Lex Fridman (21:35.700)
and this year it's Snapdragon 8Gen1.
Lex Fridman (21:40.100)
It's a new naming scheme.
Cristiano Amon (21:41.700)
Okay, what's the sexiest, most beautiful idea
Lex Fridman (21:44.820)
or concept to you about Snapdragon?
Cristiano Amon (21:47.060)
Start there.
Lex Fridman (21:47.980)
The way I would describe it,
Lex Fridman (21:49.100)
and I think the reason we have been successful with it,
Lex Fridman (21:53.340)
is to really understand how to build a platform,
Cristiano Amon (21:59.380)
a single chip, like a single chip,
Lex Fridman (22:02.780)
that will have every single capability
Cristiano Amon (22:06.300)
if you wanna make this smartphone
Lex Fridman (22:08.860)
in the palm of your hand,
Cristiano Amon (22:11.360)
something that has all of your computing needs.
Lex Fridman (22:13.540)
And it was the ability to get,
Cristiano Amon (22:15.220)
from an engineering standpoint,
Lex Fridman (22:17.340)
ability to get into a single chip
Cristiano Amon (22:20.140)
of not only all possible connectivity technology,
Lex Fridman (22:24.260)
from cellular to wifi to Bluetooth
Cristiano Amon (22:26.700)
to every single constellation of satellites
Lex Fridman (22:29.980)
for position location.
Lex Fridman (22:31.540)
But at the same time,
Lex Fridman (22:33.580)
a very power efficient single thread and multi threaded CPU.
Cristiano Amon (22:39.540)
A GPU for all of your graphic demands,
Lex Fridman (22:44.500)
gaming, fastest growing segment for gaming,
Cristiano Amon (22:47.620)
is mobile gaming.
Lex Fridman (22:50.100)
An artificial intelligence processor,
Cristiano Amon (22:52.180)
which we call the neuro processor unit.
Lex Fridman (22:55.140)
And then a video engine,
Lex Fridman (22:58.040)
and a multimedia engine for every single application,
Lex Fridman (23:01.660)
audio, everything.
Lex Fridman (23:03.780)
So it's a single chip
Lex Fridman (23:06.460)
that has every single computing technology
Cristiano Amon (23:09.380)
you need in the phone.
Lex Fridman (23:10.620)
And what's exciting about it is what we already knew.
Cristiano Amon (23:14.340)
For example, when you think about camera or computer vision,
Lex Fridman (23:17.340)
you see that the advancements in the technology
Cristiano Amon (23:20.720)
now happens in the smartphone first
Lex Fridman (23:25.120)
versus additional camera.
Lex Fridman (23:26.360)
So the beauty about the Snapdragon is
Lex Fridman (23:29.160)
we always have this thing within Qualcomm.
Cristiano Amon (23:33.000)
The phone, it's small.
Lex Fridman (23:35.840)
You have to be able to hold it.
Cristiano Amon (23:37.240)
You're gonna touch your face so you cannot be hot.
Lex Fridman (23:40.600)
You have to manage thermals.
Cristiano Amon (23:43.240)
You expect to have a full day of battery life.
Lex Fridman (23:47.660)
But then you want it to not be sending data
Cristiano Amon (23:51.000)
into 10 or 100 megabits.
Lex Fridman (23:53.900)
You want gigabits.
Cristiano Amon (23:55.480)
You want it to be able to have eight core processors.
Lex Fridman (23:58.760)
You want to have a GPU with ray tracing.
Cristiano Amon (24:01.400)
You want to have all of the things
Lex Fridman (24:03.280)
that you can only get into sometimes a desktop PC.
Lex Fridman (24:08.520)
And to do all of that in your phone
Lex Fridman (24:11.340)
and be able to be in the leadership position
Cristiano Amon (24:14.140)
generation after generation is an incredible thing.
Lex Fridman (24:17.000)
And we're very proud of that at Qualcomm.
Cristiano Amon (24:18.980)
Yeah, so you have to do the WiFi, 5G, all of the...
Lex Fridman (24:22.320)
And you have to be good to everyone of those technologies.
Lex Fridman (24:24.960)
And pack it all in.
Lex Fridman (24:26.280)
And there's also pressure to make the thing
Cristiano Amon (24:28.760)
faster and faster and faster.
Lex Fridman (24:30.680)
And then there's more and more applications
Cristiano Amon (24:32.440)
you're supposed to be effortlessly using.
Lex Fridman (24:34.800)
And then you mentioned the NPU, GPU, CPU.
Cristiano Amon (24:37.560)
They have to also dance together somehow.
Lex Fridman (24:40.440)
They have to communicate well, share memory or not,
Cristiano Amon (24:42.800)
depending on what the application is.
Lex Fridman (24:44.400)
And your battery has to last all day.
Lex Fridman (24:48.240)
So think about that.
Lex Fridman (24:49.080)
From a company like Qualcomm, we have to be good
Cristiano Amon (24:51.840)
in each and every one of those technologies.
Lex Fridman (24:53.760)
We can't just say, oh, we're a CPU company
Cristiano Amon (24:55.400)
or a GPU company or we're AI company.
Lex Fridman (24:57.920)
We have to do everything.
Lex Fridman (24:59.840)
What does it take to design a great processor?
Lex Fridman (25:02.920)
So design this system on a chip that you mentioned.
Cristiano Amon (25:06.160)
Is there some insight you can provide
Lex Fridman (25:08.120)
in this chaos of engineers, designers, leaders,
Cristiano Amon (25:15.520)
the people that think about how much
Lex Fridman (25:16.840)
this is all gonna cost, the whole mess of it?
Cristiano Amon (25:19.760)
I'm, of course, very partial about it.
Lex Fridman (25:21.760)
I've been in this company for probably more than 26 years.
Lex Fridman (25:25.000)
But I will argue that there are a couple things
Lex Fridman (25:28.500)
that are ingredients for success.
Lex Fridman (25:31.880)
So we talk about the fact that they have
Lex Fridman (25:33.400)
all those different technologies.
Cristiano Amon (25:34.640)
They evolve at their own pace.
Lex Fridman (25:36.240)
And you have to be good in each one of them.
Lex Fridman (25:38.880)
And you need to then to make them working together.
Lex Fridman (25:41.040)
So you need to have an engineering organization
Cristiano Amon (25:44.900)
that's with an incredible collaboration culture
Lex Fridman (25:50.560)
because everybody has to be working.
Cristiano Amon (25:52.600)
The train's gonna leave the station.
Lex Fridman (25:54.280)
Every cart needs to be there when it leaves the station.
Cristiano Amon (25:57.720)
It needs to leave on time,
Lex Fridman (25:58.720)
especially in the phone business.
Cristiano Amon (26:00.280)
You can't change Christmas.
Lex Fridman (26:02.220)
You cannot change Black Friday.
Cristiano Amon (26:04.060)
You cannot change all of the selling seasons.
Lex Fridman (26:06.480)
So the phones are gonna launch on time.
Lex Fridman (26:08.960)
And every technology needs to be there.
Lex Fridman (26:10.280)
The engineer needs to work as one.
Lex Fridman (26:12.760)
And we do have that at Qualcomm.
Lex Fridman (26:14.620)
The other thing, you have to have incredible discipline
Cristiano Amon (26:18.440)
because those are very complex systems.
Lex Fridman (26:22.680)
So in one way, you have to design with quality
Cristiano Amon (26:28.320)
because in many cases, we're gonna be ramping production.
Lex Fridman (26:32.080)
And even before we have the silicon back
Lex Fridman (26:34.760)
and you have to rely on our simulation models
Lex Fridman (26:38.400)
and you have to rely on the fact
Cristiano Amon (26:41.480)
that you design for commercial applications.
Lex Fridman (26:45.060)
That takes a while to build.
Lex Fridman (26:48.200)
And it's probably been the history
Lex Fridman (26:52.120)
of a semiconductor business at Qualcomm.
Lex Fridman (26:54.140)
So you mean like the framework
Lex Fridman (26:55.480)
of how many people can use simulation software
Lex Fridman (26:57.680)
and all that kind of stuff to build the thing
Lex Fridman (26:59.960)
with a hard deadline that you might not even get back
Cristiano Amon (27:02.840)
from like manufacturer before.
Lex Fridman (27:06.760)
You're not allowed to have any mistakes.
Cristiano Amon (27:08.200)
No wonder our name is quality communications.
Lex Fridman (27:11.080)
Oh, I never even thought about the qual part.
Cristiano Amon (27:13.440)
Quality.
Lex Fridman (27:14.600)
So quality and there's a bar that's high
Lex Fridman (27:17.400)
and you're not allowed to mess up.
Lex Fridman (27:19.040)
I mean, to me as an engineer, that's exciting.
Cristiano Amon (27:21.000)
Hard deadlines, no room for mistakes.
Lex Fridman (27:25.800)
I love it.
Cristiano Amon (27:26.640)
Super stressful, but I love it.
Lex Fridman (27:27.960)
So there's a couple of other small companies
Cristiano Amon (27:33.760)
called Google and Apple.
Lex Fridman (27:36.200)
So Google is now using its own chip for the Pixel 6.
Cristiano Amon (27:39.440)
Apple using its own.
Lex Fridman (27:41.560)
How does Qualcomm out compete Google and Apple?
Lex Fridman (27:45.680)
How does it beat them?
Lex Fridman (27:46.840)
We don't have to out compete Google.
Cristiano Amon (27:48.520)
Actually, if you look at our mobile strategy today,
Lex Fridman (27:51.240)
and then one thing I was very clear when I became CEO,
Cristiano Amon (27:53.640)
I think there's a lot of confusion in the market.
Lex Fridman (27:55.240)
Our mobile strategy is very clear.
Cristiano Amon (27:58.080)
We are focused of making Snapdragon synonymous
Lex Fridman (28:02.000)
with premium Android experience.
Cristiano Amon (28:04.840)
That's what Snapdragon is.
Lex Fridman (28:06.160)
Android, the phone of the people.
Cristiano Amon (28:08.400)
Yes.
Lex Fridman (28:10.680)
I just have a love for Android.
Cristiano Amon (28:12.120)
I'm constantly talking trash to iPhone people.
Lex Fridman (28:13.920)
Sorry, go ahead.
Cristiano Amon (28:14.760)
Premium Android experiences.
Lex Fridman (28:16.640)
So we do produce Snapdragon in multiple tier
Cristiano Amon (28:20.680)
for every price point, but every year,
Lex Fridman (28:23.640)
you mentioned the HN1,
Lex Fridman (28:26.120)
and every year we'll provide the flagship product.
Lex Fridman (28:29.720)
And then the other series that is trying to get the best
Cristiano Amon (28:33.960)
of every possible technology at that time.
Lex Fridman (28:36.680)
And it's really focused on enabling the Android ecosystem.
Lex Fridman (28:41.520)
So I'll give an example.
Lex Fridman (28:42.920)
So you asked me the question, how to compete with Google.
Cristiano Amon (28:45.400)
It's not about competing with Google.
Lex Fridman (28:46.640)
We're the number one enabler
Cristiano Amon (28:48.600)
of the Google Android ecosystem.
Lex Fridman (28:51.840)
And the largest, the number one customer there
Cristiano Amon (28:56.320)
is actually Samsung.
Lex Fridman (28:58.200)
And if you look what happened to Samsung,
Cristiano Amon (29:00.760)
Samsung, I always said,
Lex Fridman (29:05.440)
since I began my relationship with them,
Cristiano Amon (29:08.800)
that cause they always had their own chip.
Lex Fridman (29:10.440)
They always had their own chip.
Lex Fridman (29:12.120)
And if you'll just look at what happened right now
Lex Fridman (29:14.800)
with the Galaxy S22 that just launched,
Cristiano Amon (29:17.960)
they used to balance their business about 50% Qualcomm.
Lex Fridman (29:21.600)
They will get the most advanced markets
Cristiano Amon (29:23.640)
like the United States and China and Japan and Korea,
Lex Fridman (29:27.000)
they will assign to Qualcomm.
Lex Fridman (29:28.440)
And then they'll have their own chip for the markets
Lex Fridman (29:31.320)
that they would be like more emerging markets,
Cristiano Amon (29:34.040)
open markets, markets that they have a control
Lex Fridman (29:35.920)
on the channel because they sell a lot of appliances
Lex Fridman (29:38.440)
and other things.
Lex Fridman (29:39.840)
If you look what happened right now, GS22,
Cristiano Amon (29:42.360)
75% is Qualcomm.
Lex Fridman (29:46.480)
And then the next large OEMs and Android ecosystem
Cristiano Amon (29:51.680)
are the Chinese ones.
Lex Fridman (29:52.920)
Companies like Xiaomi, one of the fastest growing.
Cristiano Amon (29:56.600)
It was number one in Europe at some point last year,
Lex Fridman (30:00.320)
then followed by Oppo and OnePlus and Vivo.
Lex Fridman (30:03.720)
So those are some of the largest Qualcomm customers.
Lex Fridman (30:06.640)
And they actually drive the Android ecosystem.
Lex Fridman (30:12.640)
And that's our mobile strategy
Lex Fridman (30:14.200)
and fully aligned with Google and it's working.
Lex Fridman (30:18.720)
And not to get into a lot of the investor conversation,
Lex Fridman (30:24.000)
but we're also happy we became a beneficiary
Cristiano Amon (30:29.440)
of the shifts that we saw in the marketplace.
Lex Fridman (30:31.920)
As Huawei became a smaller OEM
Cristiano Amon (30:35.120)
as a result of the sanctions,
Lex Fridman (30:37.400)
we saw the rise of a lot of the other OEMs from China,
Cristiano Amon (30:42.200)
especially for China domestic market, Xiaomi, Oppo, Vivo.
Lex Fridman (30:46.160)
They moved to the premium category
Lex Fridman (30:47.960)
and they're all doing that with Qualcomm.
Lex Fridman (30:49.600)
So we're actually very fortunate and happy
Cristiano Amon (30:53.120)
with the position we are in mobile business.
Lex Fridman (30:55.760)
We do have an Apple relationship.
Cristiano Amon (30:57.680)
We provide modem technology to Apple.
Lex Fridman (31:02.480)
It's a multi year relationship.
Cristiano Amon (31:03.720)
Apple has been very public that they are investing
Lex Fridman (31:07.160)
to develop their own modem.
Lex Fridman (31:09.480)
But the Qualcomm strategy has been clear.
Lex Fridman (31:12.840)
We're really focused on Snapdragon.
Cristiano Amon (31:16.360)
Our mobile strategy is not defined
Lex Fridman (31:18.480)
by providing a cellular modem to Apple.
Cristiano Amon (31:20.840)
Our mobile strategy is this that we just talked about it.
Lex Fridman (31:23.120)
It's about the unique thing of Snapdragon
Cristiano Amon (31:25.200)
that has every single technology
Lex Fridman (31:27.360)
integrated into a single SOC.
Lex Fridman (31:29.700)
And provides a premium experience.
Lex Fridman (31:32.160)
And that's what we're doing
Lex Fridman (31:33.400)
and focusing on the Android ecosystem.
Lex Fridman (31:37.000)
I don't know if I can ask you this kind of question.
Cristiano Amon (31:39.720)
It's like picking your children or something like this.
Lex Fridman (31:42.240)
But what smartphone with a Snapdragon?
Cristiano Amon (31:45.640)
You mentioned Samsung Galaxy S22, OnePlus.
Lex Fridman (31:49.240)
Those are phones I personally really enjoy.
Lex Fridman (31:52.560)
What phone do you currently use?
Lex Fridman (31:54.380)
Or do you have multiple phones?
Cristiano Amon (31:55.720)
I do have multiple phones but I do use Galaxy S22.
Lex Fridman (31:59.720)
That's your favorite one?
Cristiano Amon (32:01.020)
All right, well you heard it here first folks.
Lex Fridman (32:03.440)
Okay, so excellent.
Cristiano Amon (32:04.860)
Can Qualcomm also, let's take a brief step away from mobile.
Lex Fridman (32:09.920)
And take on Intel and Apple and other such companies
Cristiano Amon (32:13.560)
in the laptop and desktop space.
Lex Fridman (32:15.240)
So the nature of what a computer is seems to be changing.
Cristiano Amon (32:18.700)
It's like smartphones like merging.
Lex Fridman (32:21.320)
It's all being a smartphone just with the biggest screen
Cristiano Amon (32:23.840)
or something like this.
Lex Fridman (32:24.680)
So what does the future of that look like?
Cristiano Amon (32:26.740)
Before I answer that question,
Lex Fridman (32:28.400)
let me just step back a little bit.
Cristiano Amon (32:30.440)
Because, and I'm sure we can talk more about those things.
Lex Fridman (32:33.560)
But the reality is Qualcomm is changing a lot.
Lex Fridman (32:37.920)
And we use, I know we spend a lot of time
Lex Fridman (32:40.120)
talking about 5G and smartphone and Snapdragon.
Lex Fridman (32:42.760)
And I think that has been what had defined Qualcomm
Lex Fridman (32:45.480)
for many years.
Lex Fridman (32:46.320)
But the reality is, even consistent
Lex Fridman (32:48.720)
with that 5G conversation, which is a technology
Cristiano Amon (32:51.580)
to connect everything, Qualcomm is also changing.
Lex Fridman (32:56.400)
Our technology that was in many cases designed for phones.
Lex Fridman (33:00.820)
And we said at the beginning, connectivity and processing.
Lex Fridman (33:05.360)
It's going to virtually every industry.
Lex Fridman (33:07.880)
And as a result, Qualcomm is really changing with it
Lex Fridman (33:12.040)
and expanding to a number of different addressable markets.
Cristiano Amon (33:15.760)
Some of those markets is the PC, as you talk about it.
Lex Fridman (33:21.060)
The conversions of mobile and PC.
Lex Fridman (33:24.580)
And the reason I'm excited about this,
Lex Fridman (33:27.000)
because you see a lot of things happening
Cristiano Amon (33:28.840)
that bring this right front and center
Lex Fridman (33:31.680)
when you think about the future technology.
Lex Fridman (33:33.440)
So what we learn with the pandemic
Lex Fridman (33:37.560)
is that the number one use case of personal computers
Cristiano Amon (33:42.020)
is communications.
Lex Fridman (33:45.040)
It is interesting when you think about that.
Cristiano Amon (33:46.480)
That's the number one use case on a PC today
Lex Fridman (33:49.400)
is communications.
Cristiano Amon (33:50.720)
It's actually funny because in the cellular industry,
Lex Fridman (33:53.600)
actually I'll say, let me step back.
Cristiano Amon (33:55.240)
In the telecom industry, we've been chasing
Lex Fridman (33:59.240)
this killer application of video telephony for decades.
Cristiano Amon (34:03.720)
I remember back then in the wire line,
Lex Fridman (34:08.060)
even before the internet and IP, ISDN,
Cristiano Amon (34:11.440)
you remember those AT&T desk phones with a little screen
Lex Fridman (34:15.480)
and they said, you can do video telephony.
Cristiano Amon (34:17.200)
We don't watch that in Back to the Future 2.
Lex Fridman (34:21.340)
Then when we started developing 3G,
Cristiano Amon (34:23.520)
people said, what's the application for having data
Lex Fridman (34:25.680)
to a cell phone?
Cristiano Amon (34:26.520)
All video telephony.
Lex Fridman (34:27.600)
Then we started doing 4G.
Lex Fridman (34:30.320)
And in the beginning, people said,
Lex Fridman (34:32.120)
well, why do you need all of this broadband?
Cristiano Amon (34:33.700)
All video telephony.
Lex Fridman (34:35.440)
But it took a pandemic to make video telephony
Cristiano Amon (34:39.120)
the killer application.
Lex Fridman (34:40.600)
And that's now the number one use case on a PC.
Lex Fridman (34:44.860)
So now think about that for a second.
Lex Fridman (34:47.280)
Personal computers now, they're technologies
Cristiano Amon (34:49.440)
that people when they were gonna buy a PC,
Lex Fridman (34:50.900)
they didn't care much about it.
Cristiano Amon (34:51.880)
Now they do, camera.
Lex Fridman (34:53.880)
Camera, how good is the camera?
Lex Fridman (34:55.760)
The audio, is that connected?
Lex Fridman (34:57.900)
How good is the connectivity?
Lex Fridman (34:58.920)
Do you have the latest and greatest wifi and cellular?
Lex Fridman (35:01.960)
What's the battery life?
Cristiano Amon (35:03.360)
Because you're gonna be working from anywhere.
Lex Fridman (35:04.940)
Sometimes you know that, sometimes you're not.
Lex Fridman (35:07.260)
So all those things, what's the portability like?
Lex Fridman (35:09.720)
So those things started to change
Lex Fridman (35:11.640)
how we should think about the PC.
Lex Fridman (35:13.720)
But I won't stop there.
Cristiano Amon (35:15.360)
Let me talk about another trend.
Lex Fridman (35:17.080)
So, and all come as a result of what we saw the pandemic.
Cristiano Amon (35:21.800)
Let's say that you are,
Lex Fridman (35:23.440)
you're an engineer, you do computer aided design.
Cristiano Amon (35:25.720)
You have an advanced desktop computer
Lex Fridman (35:30.340)
or workstation in your office.
Lex Fridman (35:33.080)
But you wanna work from home someday.
Lex Fridman (35:35.160)
So you're not gonna move that to your home.
Lex Fridman (35:37.240)
So what do you need to do?
Lex Fridman (35:38.120)
You're gonna have to rely on that.
Cristiano Amon (35:40.280)
You're gonna run that on the cloud.
Lex Fridman (35:41.840)
And you're gonna run it on the cloud.
Cristiano Amon (35:43.120)
You need high bandwidth
Lex Fridman (35:44.800)
because you almost wanted the cloud
Cristiano Amon (35:46.720)
to be the same as your computer for that use case.
Lex Fridman (35:50.360)
That's the 5G on demand computing use case.
Cristiano Amon (35:53.600)
The use 5G is almost a link between two computers.
Lex Fridman (35:57.220)
But then, you know, CIOs are saying,
Cristiano Amon (35:59.640)
well, my workforce is going home for certain days.
Lex Fridman (36:02.320)
I want all the data to be in the cloud.
Cristiano Amon (36:04.560)
You look at, for example, Microsoft OneDrive
Lex Fridman (36:07.040)
or the ability to collaborate, you need the bandwidth.
Lex Fridman (36:10.320)
So when you put all of those things together,
Lex Fridman (36:13.840)
you start thinking about what is the next generation PC?
Lex Fridman (36:17.240)
And that's the opportunity for Qualcomm.
Lex Fridman (36:19.120)
I'll just give an example.
Cristiano Amon (36:21.120)
Back in Mobile World Congress recently, Lenovo,
Lex Fridman (36:26.880)
they have a line of enterprise laptops called the ThinkPad.
Cristiano Amon (36:32.560)
I'm sure you're familiar with it.
Lex Fridman (36:34.040)
So they announced the ThinkPad based on Snapdragon.
Cristiano Amon (36:38.280)
With 5G on, 28 hours of battery life.
Lex Fridman (36:42.960)
So that's next generation.
Cristiano Amon (36:45.800)
It's just a nice screen with extremely high, nice screen
Lex Fridman (36:49.160)
and keyboard, and extremely high connectivity
Cristiano Amon (36:52.360)
to maybe an even more, like a more powerful machine
Lex Fridman (36:54.920)
in the cloud.
Cristiano Amon (36:55.760)
Something more, the data, connecting to the data,
Lex Fridman (36:57.920)
connecting to compute, all that kind of stuff.
Cristiano Amon (36:59.600)
You have the camera capabilities,
Lex Fridman (37:01.560)
and let me go one step more.
Cristiano Amon (37:03.240)
Microsoft talking about some of the other features
Lex Fridman (37:05.720)
they're doing now using, on Windows 11, using Snapdragon.
Cristiano Amon (37:10.980)
Remember, we talk about it,
Lex Fridman (37:12.000)
Snapdragon has an AI processor inside there.
Lex Fridman (37:15.620)
So one of the cool features Microsoft's talking about it is
Lex Fridman (37:19.120)
you can be on a Teams call, and you can make sure
Cristiano Amon (37:22.000)
your eyes are looking at the camera 100% of the time.
Lex Fridman (37:25.760)
Well, that's an interesting,
Lex Fridman (37:27.160)
so they can be talking about that.
Lex Fridman (37:28.000)
And you do that with AI.
Cristiano Amon (37:29.320)
Yes, that's really tricky to pull off.
Lex Fridman (37:32.160)
For example, the reason I'm a huge stickler
Cristiano Amon (37:34.080)
for doing these in person, these conversations in person,
Lex Fridman (37:36.640)
it's really tough to get right.
Lex Fridman (37:38.280)
But it's a worthy challenge.
Lex Fridman (37:39.960)
So that's where the metaverse hopes to,
Lex Fridman (37:41.820)
so like, I just, because you said the importance
Lex Fridman (37:43.900)
of this telephony of humans connecting,
Cristiano Amon (37:46.320)
teleporting themselves, getting that right
Lex Fridman (37:48.760)
is really difficult.
Cristiano Amon (37:49.920)
There's a lot of people hate Zoom meetings,
Lex Fridman (37:52.120)
but that doesn't mean you can't improve that experience
Lex Fridman (37:55.480)
and get rid of the hate.
Lex Fridman (37:57.240)
A lot of people hate talking to their car too,
Cristiano Amon (37:59.120)
because the voice, the natural language processing
Lex Fridman (38:02.060)
is terrible, but when it's not, it's a beautiful thing.
Lex Fridman (38:04.920)
So getting that right is.
Lex Fridman (38:06.120)
This is an opportunity, this is an opportunity.
Cristiano Amon (38:08.400)
Think about it, it starts with the PC,
Lex Fridman (38:10.520)
making the PC giving you a better experience for teams,
Lex Fridman (38:14.320)
but then it goes right back into this trend
Lex Fridman (38:18.200)
of connecting physical and digital spaces.
Lex Fridman (38:20.520)
And all the work we're doing with the metaverse
Lex Fridman (38:23.240)
and virtual reality and metareality in the future
Cristiano Amon (38:25.280)
is why not call somebody or connect with somebody
Lex Fridman (38:28.680)
with a hologram, it's possible.
Lex Fridman (38:30.420)
And also to mention some increasing amount
Lex Fridman (38:33.840)
of intelligence in our cars.
Lex Fridman (38:36.080)
So semi autonomous, autonomous cars,
Lex Fridman (38:38.080)
and the interactivity between human and car,
Cristiano Amon (38:41.840)
which for me, things are really exciting.
Lex Fridman (38:44.920)
Let me ask you a big question.
Lex Fridman (38:46.080)
So when aliens again now on the other side, right,
Lex Fridman (38:49.600)
and humans destroy themselves through nuclear war
Cristiano Amon (38:51.720)
centuries from now.
Lex Fridman (38:52.760)
Let's hope not.
Cristiano Amon (38:53.600)
Let's hope not.
Lex Fridman (38:54.420)
But in case, you know, let's just hypothetical
Cristiano Amon (38:56.200)
thought experiment.
Lex Fridman (38:57.040)
And they write a history of humanity in the 21st century.
Lex Fridman (39:01.720)
What would they remember Qualcomm in the 21st century
Lex Fridman (39:05.560)
as a company?
Lex Fridman (39:06.400)
Would it be a car company?
Lex Fridman (39:08.160)
Like think of all the crazy pivots that might happen
Cristiano Amon (39:10.720)
in the next like 50 years.
Lex Fridman (39:13.240)
Because you're thinking, you said Qualcomm enables
Cristiano Amon (39:15.840)
all of these things with 5G and there'll be probably
Lex Fridman (39:18.680)
other Gs, it keeps increasing.
Lex Fridman (39:20.920)
So basically connectivity and computation
Lex Fridman (39:23.640)
and everything becomes connected and everything
Cristiano Amon (39:25.800)
is capable of computation.
Lex Fridman (39:27.720)
Might you become a robotics and car company?
Cristiano Amon (39:30.920)
I will argue we're already an automotive company today.
Lex Fridman (39:36.600)
But let me tell you what I would like Qualcomm to be,
Cristiano Amon (39:40.420)
remember and recognize for.
Lex Fridman (39:43.040)
I think everyone that knows Qualcomm immediately,
Cristiano Amon (39:47.040)
you know, connect us, pun intended,
Lex Fridman (39:49.920)
to connectivity and wireless.
Lex Fridman (39:52.040)
But the reality is we're being actually the company
Lex Fridman (39:54.840)
providing intelligence and processing to everything
Cristiano Amon (39:58.760)
on the edge, everything outside the data center
Lex Fridman (40:01.960)
that we're doing.
Cristiano Amon (40:02.920)
Those billions of devices that are gonna be connected.
Lex Fridman (40:05.820)
And that's kind of explained when we talk about
Cristiano Amon (40:08.780)
the connected intelligent edge, the beyond phones,
Lex Fridman (40:11.580)
cars, species, and all of those.
Lex Fridman (40:13.960)
And the broader IOTs, we talk about everything
Lex Fridman (40:16.520)
will be connected and intelligent.
Lex Fridman (40:18.040)
And that's what we want Qualcomm to be recognized for.
Lex Fridman (40:20.880)
So by the way, for people who are not familiar,
Cristiano Amon (40:23.120)
there's some technical jargon.
Lex Fridman (40:25.000)
People use the word edge, like edge computing.
Cristiano Amon (40:28.520)
It's, by the way, that's probably changing
Lex Fridman (40:30.720)
what that even means.
Lex Fridman (40:31.960)
But it's basically everything that's not a giant thing
Lex Fridman (40:34.040)
that's making a lot of noise in a building somewhere.
Lex Fridman (40:36.280)
So it's mobile devices and the mobile devices
Lex Fridman (40:39.940)
of all kinds, well, a refrigerator's not mobile,
Lex Fridman (40:42.440)
but it would be edge.
Lex Fridman (40:43.720)
So it's like what's a sandwich, that kind of discussion.
Lex Fridman (40:48.640)
But basically edge computing is the edge
Lex Fridman (40:53.160)
of that expanding space that you mentioned
Cristiano Amon (40:56.300)
that Qualcomm is trying to connect
Lex Fridman (40:59.240)
and enable with computation.
Cristiano Amon (41:00.680)
Here's a simple way to describe what the edge is
Lex Fridman (41:04.000)
and edge computing is.
Cristiano Amon (41:05.520)
I think as we think about the evolution of the data center,
Lex Fridman (41:09.560)
you need to bring the computational closer
Cristiano Amon (41:12.400)
to where the device is.
Lex Fridman (41:14.040)
Also, when you put the computation together
Cristiano Amon (41:17.000)
with the connectivity at the same time,
Lex Fridman (41:19.720)
you're gonna see a lot of advancement
Cristiano Amon (41:22.000)
of artificial intelligence happening closer
Lex Fridman (41:25.120)
or at the device.
Cristiano Amon (41:26.760)
Look, it's a very, I have a simple way to describe it.
Lex Fridman (41:29.480)
Remember in the beginning of this conversation,
Cristiano Amon (41:31.940)
we talk about in the 4G era, broadband
Lex Fridman (41:35.720)
and mobile computing evolved side by side.
Cristiano Amon (41:38.920)
If you're gonna have broadband,
Lex Fridman (41:40.000)
you might as well have a computer in the palm of your hand.
Lex Fridman (41:41.920)
So we needed to invest in those two technologies.
Lex Fridman (41:45.160)
In 5G, AI develops side by side.
Cristiano Amon (41:49.840)
You're connected to the cloud 100% of the time.
Lex Fridman (41:52.480)
You have a high bandwidth and you have now
Cristiano Amon (41:54.400)
a smart and intelligent thing that can make decision
Lex Fridman (41:56.880)
in real time, provide context information to the cloud
Cristiano Amon (42:00.720)
to make the models more accurate
Lex Fridman (42:02.480)
and as well compare and contrast to the cloud.
Lex Fridman (42:05.240)
So there's gonna be an exponential development of AI
Lex Fridman (42:08.520)
happening with all the edge devices,
Cristiano Amon (42:11.840)
the devices that are outside the data center
Lex Fridman (42:14.240)
and computation is gonna go alongside that.
Lex Fridman (42:16.880)
And a great example of that is the car.
Lex Fridman (42:19.600)
The car, we haven't talked much about the car,
Lex Fridman (42:22.880)
but Qualcomm is now, you could argue was as much
Lex Fridman (42:26.600)
as an automotive company as wireless company,
Cristiano Amon (42:28.680)
working 26 global brands.
Lex Fridman (42:32.000)
And it's easy to see, if you look at our mobile heritage
Lex Fridman (42:36.440)
and we talk about form factors, thermal, battery life,
Lex Fridman (42:40.900)
you're not gonna put a server in a trunk of a car,
Lex Fridman (42:43.440)
but you need as much computational capabilities.
Lex Fridman (42:46.520)
And that's we see Qualcomm providing,
Cristiano Amon (42:49.760)
as the car become a connected computer on wheels,
Lex Fridman (42:53.120)
we provide the computational and all the sensors
Cristiano Amon (42:56.120)
for you to do assisted driving
Lex Fridman (42:57.680)
for the new digital cockpit experience
Cristiano Amon (42:59.800)
connecting the car to the cloud
Lex Fridman (43:01.560)
and it's all of that's happening at the edge.
Cristiano Amon (43:03.960)
Does Qualcomm want to be the brain
Lex Fridman (43:05.920)
of a lot of autonomous vehicles in the future
Cristiano Amon (43:07.800)
of different, you said brands, like Mercedes,
Lex Fridman (43:10.480)
BMW, I don't know, whatever, just whatever car.
Cristiano Amon (43:13.320)
Cars have the sexy thing they do
Lex Fridman (43:15.760)
and then it defines their brand and so on.
Lex Fridman (43:18.520)
And then there's the brain
Lex Fridman (43:19.840)
that doesn't need to have branding supposedly.
Lex Fridman (43:22.480)
So does Qualcomm see that
Lex Fridman (43:23.860)
or will I be able to buy a Qualcomm car?
Cristiano Amon (43:26.480)
Like literally it'll be Qualcomm.
Lex Fridman (43:27.480)
No, you're not gonna be able to buy a Qualcomm car,
Lex Fridman (43:29.280)
but we are ready on our way to become the brains of the car.
Lex Fridman (43:35.920)
The way you should think about Qualcomm automotive strategy
Cristiano Amon (43:38.640)
is the car companies realize
Lex Fridman (43:42.160)
they need to become technology companies.
Cristiano Amon (43:44.160)
You just look, for example, of the market cap
Lex Fridman (43:47.120)
of some of the new electrical commerce
Lex Fridman (43:50.760)
and compare them with the legacy car companies.
Lex Fridman (43:55.680)
Which one is that?
Cristiano Amon (43:56.520)
I heard of, one of them lives in Austin.
Lex Fridman (44:00.640)
Let's say Rivian, right?
Cristiano Amon (44:02.200)
Rivian.
Lex Fridman (44:03.040)
Oh, that one too, yes.
Cristiano Amon (44:03.880)
You know, the car companies are not going away.
Lex Fridman (44:05.680)
It's actually a mistake not to bet in the car companies.
Cristiano Amon (44:09.640)
The car companies need a technology partner.
Lex Fridman (44:12.640)
They will provide the digital chassis for them.
Lex Fridman (44:16.680)
And that's what we're doing.
Lex Fridman (44:18.120)
So if you look at Qualcomm,
Cristiano Amon (44:19.240)
we talk about a Snapdragon digital chassis.
Lex Fridman (44:22.320)
So we want to be the preferred technology partner
Cristiano Amon (44:27.680)
of the car companies, and I think it's working.
Lex Fridman (44:30.680)
Strategy is working right now.
Lex Fridman (44:32.000)
So basically helping the car companies
Lex Fridman (44:34.680)
accelerate into becoming technology companies.
Cristiano Amon (44:37.680)
Connecting the car to the cloud,
Lex Fridman (44:39.380)
redesign the interior of the digital cockpit experience,
Lex Fridman (44:42.920)
and provide the computation and sensor capabilities
Lex Fridman (44:45.520)
for autonomy and assisted driving.
Cristiano Amon (44:48.280)
On the topic of robots, when millions or billions
Lex Fridman (44:50.800)
of robots roam the earth in the future among us humans,
Lex Fridman (44:54.320)
and I am for one concerned in a small percentage,
Lex Fridman (44:59.560)
but largely I'm excited about that future,
Lex Fridman (45:02.200)
will Qualcomm be the thing that powers their brain?
Lex Fridman (45:08.520)
We have in our IoT business,
Cristiano Amon (45:10.840)
which has been one of the fastest growing business for us,
Lex Fridman (45:13.860)
a number of robotics engagement.
Lex Fridman (45:16.860)
So I'll give you some example.
Lex Fridman (45:18.980)
If you look of the Amazon Astro,
Lex Fridman (45:23.180)
you familiar with that?
Lex Fridman (45:24.220)
There's two Snapdragon in there.
Lex Fridman (45:28.860)
There is?
Lex Fridman (45:29.700)
This is really exciting.
Cristiano Amon (45:30.540)
They're supposed to ship it to me.
Lex Fridman (45:31.460)
Where is it?
Cristiano Amon (45:32.340)
Okay, but anyway, that's really cool.
Lex Fridman (45:33.880)
I didn't know it was Snapdragon.
Cristiano Amon (45:35.100)
Yeah, we're working with robotics in industrial.
Lex Fridman (45:39.720)
Of course, drones.
Cristiano Amon (45:41.300)
We're getting more and more traction for robotics.
Lex Fridman (45:44.900)
Sorry to interrupt.
Lex Fridman (45:45.740)
Industrial robotics, too, you said?
Lex Fridman (45:47.260)
Industrial, especially when you think about
Cristiano Amon (45:51.940)
what's gonna happen with the factory of the future,
Lex Fridman (45:55.760)
the industrial side of the future,
Cristiano Amon (45:57.060)
the warehouse of the future,
Lex Fridman (45:58.200)
when you bring 5G, for example, to it,
Lex Fridman (46:01.520)
and you have a number of different use cases,
Lex Fridman (46:04.540)
and then you see a lot of robotics application.
Lex Fridman (46:09.120)
And of course, drones.
Lex Fridman (46:11.820)
And the most famous, I will consider that a robot,
Cristiano Amon (46:16.500)
the most famous robot in the world right now,
Lex Fridman (46:19.960)
it's powered by Snapdragon,
Cristiano Amon (46:21.300)
which is the Mars Ingenuity helicopter.
Lex Fridman (46:24.500)
The whole helicopter, the cameras and everything,
Cristiano Amon (46:27.360)
it's powered by Snapdragon.
Lex Fridman (46:28.780)
And talking about exciting thing for an engineer,
Cristiano Amon (46:32.780)
the same Snapdragon that goes to a phone,
Lex Fridman (46:35.140)
and it can go to a Galaxy phone, for example, Samsung,
Cristiano Amon (46:37.740)
the same, not a special one, went all the way to Mars.
Lex Fridman (46:42.260)
Is exploring other planets, looking for alien life,
Lex Fridman (46:45.020)
and maybe gets to meet them.
Lex Fridman (46:46.120)
Wouldn't that be interesting,
Lex Fridman (46:47.100)
if a Snapdragon is the thing that first sees an alien?
Lex Fridman (46:49.720)
It's like, what the hell?
Cristiano Amon (46:50.640)
We did not program this in the computer vision.
Lex Fridman (46:52.340)
I once used the example to go back
Cristiano Amon (46:53.980)
to the conversation we had about quality.
Lex Fridman (46:57.140)
As an engineer, you need to make sure it works.
Lex Fridman (46:59.580)
Can you imagine if it gets over there on Mars
Lex Fridman (47:01.260)
and it doesn't work?
Cristiano Amon (47:02.100)
Listen, this is very stressful.
Lex Fridman (47:04.060)
What NASA, what SpaceX, what all those companies are doing
Cristiano Amon (47:07.020)
is extremely stressful.
Lex Fridman (47:08.100)
The room for mistakes is tiny.
Lex Fridman (47:10.580)
But that's super exciting for an engineer, once again.
Lex Fridman (47:14.920)
There's been a global semiconductor chip shortage.
Lex Fridman (47:17.340)
So from your perspective, just it'd be interesting
Lex Fridman (47:19.720)
to get your expert analysis of the situation.
Lex Fridman (47:23.380)
What do you think are the main reasons
Lex Fridman (47:24.780)
and how has Qualcomm been affected and how can it help?
Cristiano Amon (47:28.580)
In this, in the future, things like it.
Lex Fridman (47:31.380)
Okay, that's a big topic of conversation.
Lex Fridman (47:36.380)
And we only have five minutes.
Lex Fridman (47:38.060)
So I'll try to be as objective as I can.
Lex Fridman (47:41.880)
So first, let's talk about what caused it.
Lex Fridman (47:43.780)
And you hear a lot of different things.
Cristiano Amon (47:46.460)
I will try to put it within the right context.
Lex Fridman (47:48.820)
The first thing that caused it, really,
Cristiano Amon (47:51.320)
is the acceleration of digital transformation
Lex Fridman (47:54.900)
of pretty much everything in every industry.
Cristiano Amon (47:59.180)
Every industry has been digitally transformed.
Lex Fridman (48:01.340)
And as such, the amount of semiconductors
Cristiano Amon (48:04.940)
that are required is much larger.
Lex Fridman (48:07.420)
Just to give you a practical example,
Cristiano Amon (48:09.020)
if you think about the automotive as an example,
Lex Fridman (48:11.660)
the cars that are, there's cars that are launched,
Cristiano Amon (48:15.100)
a new model launching today.
Lex Fridman (48:17.180)
The new model launching today most likely has 10X
Cristiano Amon (48:20.700)
the amount of chips of the prior model.
Lex Fridman (48:23.940)
And the model that people are working on
Cristiano Amon (48:25.700)
that's coming in next, probably 10X that one.
Lex Fridman (48:28.460)
So you see the amount of silicon
Lex Fridman (48:30.140)
and then billions of things become smart.
Lex Fridman (48:32.580)
More and more data goes to the cloud.
Cristiano Amon (48:34.420)
The data center grows.
Lex Fridman (48:35.820)
So the floor for semiconductor consumptions went up by a lot.
Cristiano Amon (48:40.500)
Then you have things that aggravated this.
Lex Fridman (48:43.180)
The pandemic aggravated this.
Cristiano Amon (48:45.100)
There is a couple of trends from the pandemic.
Lex Fridman (48:47.820)
The enterprise transformation of the home.
Cristiano Amon (48:50.100)
The home became an enterprise.
Lex Fridman (48:51.540)
Massive amounts of upgrades on broadband and IoT.
Cristiano Amon (48:57.540)
The office has changed to the way we work now,
Lex Fridman (49:02.700)
including the ability to support collaboration tools
Lex Fridman (49:05.300)
and video.
Lex Fridman (49:06.780)
Then you have the higher demand for products
Cristiano Amon (49:14.140)
during the pandemic because people wanted to be connected.
Lex Fridman (49:17.700)
People bought new phones and new tablets
Lex Fridman (49:19.340)
and new computers, new gaming.
Lex Fridman (49:22.140)
So all of those things came on top of that
Cristiano Amon (49:24.780)
as the aggravated issue, but they're not the main issue.
Lex Fridman (49:28.580)
The main issue is it's actually a long term growth
Cristiano Amon (49:34.020)
of digital.
Lex Fridman (49:35.180)
So what I'm hearing you say is the pandemic
Cristiano Amon (49:38.380)
was not the cause, it was an aggravation.
Lex Fridman (49:40.780)
It was an aggravation.
Lex Fridman (49:41.620)
So is there a way we can support as a human civilization
Lex Fridman (49:48.260)
in terms of manufacture, in terms of supply,
Cristiano Amon (49:51.420)
the kind of growth that you're talking about
Lex Fridman (49:53.900)
in devices and so on?
Cristiano Amon (49:55.620)
Is there high level ideas you can say
Lex Fridman (49:58.060)
of what that's required there?
Cristiano Amon (49:59.940)
Yes, and I think that's the second part of the answer.
Lex Fridman (50:02.500)
So what's happening now?
Lex Fridman (50:03.860)
How are we gonna get out of this?
Lex Fridman (50:05.540)
So we see a lot of capacity investments
Cristiano Amon (50:10.140)
put into place by the industry.
Lex Fridman (50:12.900)
We had invested a lot with our suppliers.
Cristiano Amon (50:15.740)
A lot of the suppliers had made plans
Lex Fridman (50:19.500)
about increasing the capacity.
Cristiano Amon (50:22.140)
The industry is planning to double
Lex Fridman (50:24.380)
its total semiconductor manufacturing capacity
Cristiano Amon (50:27.180)
within the next five years, an example.
Lex Fridman (50:30.140)
So that's already happening.
Lex Fridman (50:31.460)
And then you see things which are actually good.
Lex Fridman (50:33.900)
They're good.
Cristiano Amon (50:35.300)
The initiative such as the United States CHIPS Act
Lex Fridman (50:38.140)
and now the European CHIPS Act.
Cristiano Amon (50:40.620)
The United States CHIPS Act's about $52 billion.
Lex Fridman (50:43.700)
The European's about 43.
Cristiano Amon (50:45.900)
Their goal combined is to get at least 50%
Lex Fridman (50:49.900)
of the consumption with manufacturing installed
Cristiano Amon (50:54.340)
within the US and European geographies.
Lex Fridman (50:57.260)
And that's also very good.
Cristiano Amon (50:58.340)
That's yet another incentive for more manufacturing capacity
Lex Fridman (51:03.180)
to be built and to be built
Cristiano Amon (51:05.300)
with a geographic distributed way,
Lex Fridman (51:08.300)
which that's how you plan supply chain.
Lex Fridman (51:09.980)
So those I think are good things.
Lex Fridman (51:12.420)
So if anything we learn through the crisis
Cristiano Amon (51:16.060)
is that semiconductor is important.
Lex Fridman (51:19.420)
Semiconductor companies are important
Lex Fridman (51:21.380)
and we need to invest in semiconductors.
Lex Fridman (51:23.860)
We're turning to the grilling of the CEO
Cristiano Amon (51:26.140)
with the hard questions.
Lex Fridman (51:28.140)
This is almost from my own education of the space.
Cristiano Amon (51:30.580)
You mentioned regulators.
Lex Fridman (51:32.220)
Qualcomm paid out and received payment
Cristiano Amon (51:34.300)
of billions of dollars in settlement and fines.
Lex Fridman (51:38.060)
There seems to be a lot of huge lawsuits in this space.
Lex Fridman (51:40.620)
How do you explain that?
Lex Fridman (51:42.260)
Does this get in the way of innovation
Lex Fridman (51:45.260)
or does it promote it?
Lex Fridman (51:46.860)
I will rephrase it by saying there used to be a lot
Cristiano Amon (51:50.620)
of lawsuits in this space.
Lex Fridman (51:51.940)
In addition of what we do in semiconductors,
Cristiano Amon (51:56.940)
our processors and our modems, the Snapdragon platform,
Lex Fridman (52:02.780)
we also have a licensing business,
Cristiano Amon (52:04.660)
which has been a part of the company since the beginning.
Lex Fridman (52:08.060)
As the largest inventors of the essential technology
Cristiano Amon (52:14.020)
in 2G, CDMA, 3G, 4G and 5G,
Lex Fridman (52:19.620)
and Qualcomm contribute that to the standards.
Lex Fridman (52:21.820)
So we always had this model that rather than invent
Lex Fridman (52:25.740)
the technology and be the only one producing the products,
Cristiano Amon (52:27.980)
we license so everyone can produce it.
Lex Fridman (52:31.940)
And as such, we receive intellectual property
Cristiano Amon (52:35.940)
for the standard essential patents.
Lex Fridman (52:40.580)
As part of our past dispute with Apple,
Cristiano Amon (52:44.420)
that's behind us now.
Lex Fridman (52:46.220)
Your friends now.
Cristiano Amon (52:47.260)
They're my customers.
Lex Fridman (52:49.620)
And as part of that, I think the licensing model
Cristiano Amon (52:54.580)
got tested, I think, in every geography.
Lex Fridman (52:58.580)
And we succeeded in every single geography
Cristiano Amon (53:02.100)
to validate the pro competitiveness of this model.
Lex Fridman (53:06.780)
I think the fair, reasonable,
Cristiano Amon (53:09.540)
non discriminatory aspect of this model.
Lex Fridman (53:12.260)
And I would argue that besides being the most successful
Cristiano Amon (53:16.420)
licensing business to date in the industry,
Lex Fridman (53:19.860)
probably the one that's been battle tested
Lex Fridman (53:21.980)
and is most stable because there's not a single
Lex Fridman (53:25.020)
jurisdiction that we have not had to validate that model.
Lex Fridman (53:29.060)
So it's part of our past and what it creates
Lex Fridman (53:32.180)
is probably create a lot of stability
Cristiano Amon (53:34.220)
in our licensing business.
Lex Fridman (53:35.220)
But having said that, the growth of the company
Cristiano Amon (53:38.300)
is in the semiconductor space.
Lex Fridman (53:40.260)
And the semiconductor, so licensing is,
Cristiano Amon (53:43.300)
you come up with a pretty good idea,
Lex Fridman (53:44.860)
you have a bunch of smart people coming up with cool ideas,
Lex Fridman (53:48.100)
and then once you come up with that idea,
Lex Fridman (53:49.900)
you sell that idea to others, they get to use it.
Cristiano Amon (53:52.340)
That's essentially what a license.
Lex Fridman (53:53.900)
The license revenue we have is for the,
Lex Fridman (53:58.060)
what we call the SCP, standard essential patents,
Lex Fridman (54:02.180)
that are part of the 2G, 3G, 4G, and 5G standards.
Lex Fridman (54:07.620)
So if you want to build anything with 5G,
Lex Fridman (54:10.860)
you need to get a license from Qualcomm
Cristiano Amon (54:13.500)
because it uses Qualcomm essential technology
Lex Fridman (54:16.860)
as part of the standard.
Lex Fridman (54:17.940)
And a slightly different model,
Lex Fridman (54:19.580)
or a lot different model with the semiconductor
Cristiano Amon (54:22.100)
is you design, you inject a bunch of fascinating ideas,
Lex Fridman (54:25.820)
how to build the Snapdragon, and then there's,
Cristiano Amon (54:28.220)
because it's a fabulous company,
Lex Fridman (54:29.820)
you have somebody build the chip
Lex Fridman (54:33.580)
and then goes into a phone with the branding
Lex Fridman (54:35.460)
and all that kind of stuff.
Lex Fridman (54:36.740)
And that has less kind of players involved,
Lex Fridman (54:40.100)
it's not a license.
Cristiano Amon (54:40.940)
We sell the product.
Lex Fridman (54:42.340)
We don't license semiconductor technology,
Cristiano Amon (54:45.420)
we build products and we sell products.
Lex Fridman (54:49.460)
This is your first year as a CEO.
Cristiano Amon (54:51.620)
Not one year yet.
Lex Fridman (54:52.940)
Not one year yet.
Cristiano Amon (54:56.100)
Let's hope it'll be in June, it'll be one year.
Lex Fridman (54:58.300)
Okay.
Cristiano Amon (55:00.100)
This is a company that's involved
Lex Fridman (55:04.060)
with a lot of fascinating technologies
Lex Fridman (55:06.220)
and it's touching the lives of billions of people.
Lex Fridman (55:09.540)
A lot of complicated stuff.
Cristiano Amon (55:11.260)
Like I said, licensing technologies.
Lex Fridman (55:13.460)
You have to collaborate with manufacturers.
Cristiano Amon (55:17.460)
You have to then work with, however many you said,
Lex Fridman (55:20.020)
car companies and all these clients and so on.
Lex Fridman (55:23.460)
And you have to, with tech companies, Apple and so on.
Lex Fridman (55:29.500)
What's that like?
Lex Fridman (55:30.460)
What lessons have you learned about leadership
Lex Fridman (55:33.060)
and maybe about yourself as a human being
Cristiano Amon (55:35.100)
from this first, almost a year, soon to be a year
Lex Fridman (55:39.460)
as a CEO of this incredible, this complex,
Lex Fridman (55:42.060)
this large company?
Lex Fridman (55:43.500)
That's a loaded question.
Cristiano Amon (55:44.540)
Let me answer in reverse order.
Lex Fridman (55:47.820)
First thing that I learned, and I think it's probably common
Cristiano Amon (55:52.380)
across CEOs, especially in our industry,
Lex Fridman (55:55.380)
is it will be great if I had more time.
Cristiano Amon (55:59.300)
I think there's, especially because we grow
Lex Fridman (56:01.860)
in so many areas and there's so many things to learn,
Lex Fridman (56:04.180)
so many relationships to build, time to spend
Lex Fridman (56:08.420)
with a number of different technologies.
Lex Fridman (56:11.700)
But it kind of reflects really the size
Lex Fridman (56:14.100)
of the opportunity that exists for Qualcomm.
Cristiano Amon (56:16.180)
Qualcomm, it is really growing in a number
Lex Fridman (56:19.060)
of different directions all at the same time.
Lex Fridman (56:22.060)
And so it did got busier.
Lex Fridman (56:25.860)
And part of this is because I'm spending a lot of time
Cristiano Amon (56:29.820)
understanding the new industries we're going in
Lex Fridman (56:32.740)
and building relationships.
Cristiano Amon (56:35.620)
Second thing, which is a lot to do
Lex Fridman (56:37.380)
with how I think about things
Lex Fridman (56:39.340)
and a little bit of my personality.
Lex Fridman (56:41.580)
At the end of the day, business partnerships
Cristiano Amon (56:44.460)
are really done by people.
Lex Fridman (56:46.940)
And I think the importance of having trusted relationships
Cristiano Amon (56:51.380)
for the long term is extremely important.
Lex Fridman (56:54.860)
And I've been dedicated to do that as CEO.
Cristiano Amon (56:57.380)
We're not a company that plays for the short term.
Lex Fridman (57:01.020)
We don't.
Lex Fridman (57:01.860)
And when we build new partnerships,
Lex Fridman (57:03.780)
we expect that to be for decades.
Lex Fridman (57:05.980)
And so I spend time doing that
Lex Fridman (57:09.420)
and think that's important for Qualcomm.
Cristiano Amon (57:11.260)
The other part of your question is,
Lex Fridman (57:15.100)
we do have a lot of opportunities in all different areas.
Lex Fridman (57:18.900)
What we like, and I've been fortunate enough
Lex Fridman (57:21.540)
to become CEO at a time,
Cristiano Amon (57:23.780)
that a lot of the trends are pointing to our technology.
Lex Fridman (57:27.180)
We talk about some of them.
Cristiano Amon (57:28.220)
We talk about merger of physical and digital spaces.
Lex Fridman (57:31.300)
We talk about the transformation of the automobile.
Cristiano Amon (57:33.500)
We talk about the merge of computing and mobile,
Lex Fridman (57:38.820)
the enterprise transformation of the home.
Cristiano Amon (57:40.580)
There are many of those trends.
Lex Fridman (57:42.380)
And those trends create opportunities for Qualcomm
Cristiano Amon (57:46.140)
to be providing technology first.
Lex Fridman (57:50.820)
And as such, we're in a hurry.
Lex Fridman (57:53.660)
So I'm in a little bit of a hurry
Lex Fridman (57:55.420)
because I think the opportunity is incredible
Cristiano Amon (57:57.700)
for technology, but having fun and enjoying the job.
Lex Fridman (58:02.620)
Is there a burden because of so much
Cristiano Amon (58:04.780)
of what you said is partnerships
Lex Fridman (58:07.300)
and almost like friendships,
Lex Fridman (58:09.820)
connections with other human beings?
Lex Fridman (58:12.300)
Me as an introvert that has a lot of social anxiety,
Cristiano Amon (58:15.620)
that seems extremely stressful.
Lex Fridman (58:17.180)
So is there that burden on your shoulders?
Cristiano Amon (58:19.340)
You have to wake up every day
Lex Fridman (58:21.180)
and talk to friends you've had for many years.
Cristiano Amon (58:25.940)
It can be, and then convince them
Lex Fridman (58:28.660)
and make partnerships with them,
Cristiano Amon (58:31.060)
talk with them, describe to them the future,
Lex Fridman (58:33.700)
sell them an idea, and then yourself grow
Cristiano Amon (58:36.100)
because you don't know what the heck
Lex Fridman (58:37.360)
the future is gonna be like.
Lex Fridman (58:38.500)
And you have to project both confidence and humility,
Lex Fridman (58:41.000)
all those kinds of things.
Lex Fridman (58:42.220)
Is that exhausting?
Lex Fridman (58:45.100)
It is exhausting, but it's something I do like to do.
Lex Fridman (58:48.680)
And it's not only with partners, really.
Lex Fridman (58:50.540)
It's also internally to your employees, I think,
Cristiano Amon (58:54.100)
to get alignment on the vision
Lex Fridman (58:55.440)
and faith in the vision and execute.
Lex Fridman (58:57.680)
And at the end of the day, we're very fortunate.
Lex Fridman (58:59.100)
We have a lot of smart people.
Lex Fridman (59:00.200)
So people, if they're aligned with the vision,
Lex Fridman (59:02.100)
they know what to do.
Lex Fridman (59:03.460)
And then, of course, as CEO,
Lex Fridman (59:05.300)
you have to convince your investors
Cristiano Amon (59:06.860)
that that's the right idea as well.
Lex Fridman (59:09.940)
If you can put on your wise sage hat,
Lex Fridman (59:13.980)
do you have a device for young people
Lex Fridman (59:16.100)
in high school and college?
Cristiano Amon (59:18.540)
You yourself started from the humble beginnings in Brazil,
Lex Fridman (59:24.780)
maybe a bit of a wild, risky decision to go to Japan,
Lex Fridman (59:28.860)
and now are the head of one of the biggest,
Lex Fridman (59:30.820)
most successful, most impactful companies in the world.
Cristiano Amon (59:34.100)
Given that story, can you give advice to young people today
Lex Fridman (59:37.980)
that they can have a career
Lex Fridman (59:41.180)
or just a life they can be proud of?
Lex Fridman (59:43.980)
I think the first thing,
Lex Fridman (59:45.420)
and of course, all of those answers
Lex Fridman (59:47.740)
are gonna relate to my own experience, right?
Cristiano Amon (59:52.140)
The first thing is it always worked for me
Lex Fridman (59:56.940)
to have a plan, even if the plan
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