What is SpaceX's offering here and what is SpaceX getting. Absolutely. So Space X is offering a much needed infusion of cash for EchoStar.It's helping EchoStar beat a regulatory probe that's been hanging over it for months in which EchoStar could have lost many of its valuable spectrum licenses because the FCC said that it wasn't putting them to use. So this deal allows EchoStar to partner with Space X and deliver direct to device service. And that's a goal that Space X has had for a long time.So both compa ...

We are seeing new record highs for Broadcom after its earnings. And yet there's this wall of worry that the market has to climb up. And that's the macro picture.Caroline. Thanks for having me. I think on the optimistic side, we have said Mark has climbed to Wolf worry very well in the second quarter.So I guess I would take a glass half full view from here, because I think probably the most important thing is that you look at the earnings results, particularly technology, the communications services and disc ...

I think the most interesting part here is not that you've been able to raise more money at a higher valuation necessarily, but since you guys acquired what was left of windsurf, you have seen massive acceleration. Why did that happen so quickly. Yeah, Yeah.No, it's it's it's been like peanut butter and chocolate, basically having the two prodigy experiences. And, you know, I think in code especially, I think A. I.has really, really taken off and all of the best software engineers have already, you know, ent ...

You were brought in by Tesla's special committee to advise it on corporate governance matter, including and I'm quoting from Tesla's proxy here. Satisfaction of fiduciary duties under Texas law. Take us to Texas law.Shane, how is that different versus Delaware, particularly when you're thinking about more predictable corporate governance framework, as it said in the proxy. No, absolutely. First of all, thank you very much for having me.It's a delight to see you again. With respect to Texas law versus Delawa ...

Professor Goodwin, the board addressed Musk's political activity and wrote in the proxy it had secured assurances that that activity would wind down, taking into account the shareholder initiated proposal to invest in XAI. The board appears prepared to allow Elon Musk to continue to have responsibility across a number of companies at the same time. How much was that discussed.the split focus as leader of a number of entities. >> No, it's a great question and look this is not a new topic. Obviously the the u ...

Now, I don't know necessarily. You put too much stock into the headline of what an analyst says, but there are analysts out there saying that this is potentially transformational for engagement. So let's start with roadblocks moments.What is it and why so important. Yes, So thank you. Coming off a great developer conference and coming off, you know, reiterating our audacious goal of getting 10% of all gaming running on Roblox.Look, we're looking for ways that developers can share and people can find their a ...

What are you most excited about. Yeah, I'm excited about the new iPhone 17 Pro line. Personally, I think that the new design on the back looks pretty cool.I think the camera upgrades are pretty substantial, probably the most substantial in the history of the product. And for Apple that is what is going to drive sale is those new pro models. They're going to heavily market and feature this new iPhone 17 error, so to speak, which is this much slimmed down phone.It's about a third thinner than the iPhones of t ...

Christiane. No, it's actually a deepening of a relationship you have with Google Cloud, but it's basically Gemini models marrying with Snapdragon dish. So, Sasha, you could just explain it to us, the technicalities of it.Absolutely. We said that this is going to happen. We said that once you are behind the wheel of a car, you have you have no legacy of OSes and applications and that the new the new a genetic experiences enabled by Jini will happen, especially because voice is very natural as an interface.So ...

Automotive Technology & Strategy - Qualcomm's Snapdragon Ride platform, developed with BMW, focuses on safety and offers a scalable architecture for ADAS, ranging from basic to full autonomous driving capabilities [1][2][4] - The Snapdragon Ride platform has been certified in 60 countries and is available for all OEMs, promoting industry-wide adoption and comparison [5] - Qualcomm emphasizes efficient computing in its chips, crucial for automotive applications due to battery constraints, enabling high computing power with effective thermal and power management [7] - Qualcomm's automotive pipeline is valued at $45 billion, translating into increasing revenue as new cars launch with Qualcomm technology, indicating a shift towards market share growth [9] - ADAS constitutes one-third of the $45 billion automotive pipeline, with the BMW project contributing to this segment and offering potential upside through broader OEM adoption [10] Manufacturing & Supply Chain - Qualcomm favors diversification of its manufacturing supply chain and welcomes investments from TSMC and Samsung in America [13] - While Intel is not currently an option, Qualcomm is open to considering them as a supplier in the future if their technology meets power efficiency requirements [14] Government & Policy - The US government is offering incentives to chip manufacturers who invest in America, which Qualcomm views as positive for supply chain resilience [11][13]

Supply Chain & Manufacturing - Qualcomm emphasizes the importance of a resilient supply chain located in America [2] - Qualcomm views TSMC and Samsung's investments in American manufacturing positively [2] - Qualcomm desires diversification of manufacturing and increased capacity within America [3] Tariffs & Geopolitics - Potential tariffs on chips are coming, but companies investing in America may be spared [1] Potential Partnerships - Intel is currently not an option for Qualcomm, but Qualcomm hopes they will become an option in the future [3] - Qualcomm is waiting for Intel to develop a process technology with efficient power consumption before considering them [3][4] Company Strategy - Qualcomm is a fabless company, relying on external manufacturers [2]