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Which business will "win" AI?
Matthew Berman· 2026-07-30 20:08
So obviously AI is amazing, but it has one big problem right now. You actually have to go proactively use it versus it coming to you. You have to sit down at your computer, you have to type in your prompt, and then you just wait.But AI is really going to change the world when it starts coming to you in the form of an agent in your car, your phone, your glasses, your earbuds, and even robots. Your agent will be there. And that might be one of the biggest opportunities in tech right now.making AI work whereve ...
Qualcomm Sees AI Driving Its Next Growth Wave
Bloomberg Technology· 2026-07-30 18:09
The way that I think about Qualcomm, Cristiano, is that it's one of the most interesting transition stories in semiconductors, probably since Nvidia, right. The business right now smartphone is under pressure. The market is focused on that.Let's get it out the way. You know how long does that pressure rise. What is is the mainstay of the pressure.Is it in production. Is it on the pricing side. Tell me what you see.Yes. So look, let's step back a little bit. What's happening with the handset market. And ther ...