Arm, Qualcomm Feud Escalates
Bloomberg Technology
Bloomberg
4.5 • 49 Ratings
🗓️ 23 October 2024
⏱️ 46 minutes
🧾️ Download transcript
Summary
Bloomberg's Ed Ludlow discusses Arm's cancellation of a license that allowed Qualcomm to use some chip designs in an escalation of a feud over smartphone tech. Plus, earnings expectations from Tesla as the company is set to report earnings after the closing bell, and Wayve dips its toes the US market as the AI car software maker begins testing in San Francisco.
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| 0:00.0 | Artificial Intelligence is the star of the stock market, but with the companies that kicked off the AI craze all privately held, |
| 0:07.6 | how can investors gain exposure to this structural long-term trend? |
| 0:11.8 | Learn more later in the podcast. |
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| 0:22.3 | I'm Matt Levine. |
| 0:23.0 | And I'm Katie Grifield. |
| 0:25.0 | And we are the hosts of Money Stuff, the podcast. |
| 0:28.0 | Every Friday we dive into the top stories about Wall Street, finance, and other stuff. |
| 0:33.0 | We have fun, we get weird, and we want you to join us. |
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| 0:49.0 | Bloomberg Audio Studios. |
| 0:52.0 | Podcasts, Radio News. From the heart of where innovation, money and power collide in Silicon Valley and beyond, |
| 0:59.0 | this is Bloomberg Technology with Caroline Hyde and Ed Ludlow. Live from San Francisco, this is Bloomberg Technology coming up on the show the latest on Arm and Qualcomm after a key |
| 1:24.5 | tech license deal is cancelled. |
| 1:27.3 | And why some analysts predict a tough road ahead for Tesla ahead of its earnings report. |
| 1:32.1 | Plus we're live at B20 in Sao Paulo with |
| 1:34.7 | a conversation with Google Brazil's president Fabio Coello. Let's get to our |
| 1:39.6 | top story. Shares of chipmaker, Qualcomm and chip design firm arm are both lower this |
| 1:45.2 | morning Bloomberg reporting the arm cancelled a license issued to its longtime |
| 1:50.3 | partner quaucom potentially leaving the leader in Android smartphone processes without |
| 1:55.5 | key intellectual property to design chips. |
... |
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