TechInsights

I think they pulled something off that a lot of their competitors are going to have trouble matching at that price level.

— TechInsights

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

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