companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
What this creator said, across the companies they covered. Quote-backed, audited, review-pending. Grouped by company or by framing.
3 audited-grounded evidence items · 2 companies
OpenAI appears to think that uh um a customized version of MediaTek's uh Demenity 9600 is the chip of choice and that's kind of a a blow to Qualcomm's premium positioning and it sort of puts Qualcomm in in an awkward spot.
— TechInsights, at 8:14
Watch video ↗No timestamp available in this export.If Qualcomm is able to bring this to OEMs in a way that undercuts Intel or AMD, you know, there's there's a chance that the OEMs can make it make sense financially from a unit economics perspective... it's still not the most even experience. They've come a long way.
— TechInsights
Watch video ↗No timestamp available in this export.I think they pulled something off that a lot of their competitors are going to have trouble matching at that price level.
— TechInsights
