Tyler

How is this possible

Sam Altman would never, respect to Anthropic

This Week in #AI: 🔵 @Snapdragon platforms now have day-zero support for @Googlegemma v4 model: bit.ly/4e1MSqL 🔵 Smart glasses edge closer to scale, with @barronsonline highlighting Qualcomm as a key driver of personal AI wearables: bit.ly/4sopdEI 🔵 Health Passport wins the Nexa AI x Qualcomm Bounty Program with an app that turns photos of health reports into structured records: bit.ly/4e1FeMY 🔵 @liquidai’s LFM‑2.5‑350M model has day‑zero support on Qualcomm Hexagon NPUs, enabled with @Zeticai_, @RunAnywhereAI, and @lmstudio: bit.ly/3PFXemh

@mweinbach I’m testing it rn and it’s actually so good

Oh Gemma 4 This is actually super cool. Early Jinja errors whatever, but this is the first time I've EVER seen a google model notice it was in a loop and end itself. That's actually insanely cool.

OpenAI launching CarPlay app while simultaneously buying TBPN what the fuckkkk

So interesting how journalists are calling out Instagram vs. Meta and Google Vs. YouTube in this case. nytimes.com/2026/03/25/tec…

A rack-scale solution that doesn’t cost an arm and a leg! What a concept!!

Wow I would love a purpose-built inference chip with near-computing memory and 768GB of LPDDR5 in a rack which also draws less energy and wins on TCO… $QCOM

We’re collaborating with @NEURARobotics to advance #physicalAI—building humanoid and general-purpose robots with distributed intelligence that combine cognition and learning to operate safely with humans and other smart systems. Learn more: bit.ly/4udkaZE

Art Miller, Global Head of Retail talking about Qualcomm's retail stack empowering closed loop attribution. The most underrated business in all of Qualcomm. Partners with Walmart, Target, Zebra, Honeywell, Stripe, Square, Luxxotica, Total Wine, Zara, Impinj, AiFi...

Four presidents/CEOs on stage here at @Qualcomm IoT Partner Day. All partners of our industrial chipsets and integral to Qualcomm's IEIoT business.

The new @Qualcomm-based Arduino board, the Ventuno Q, for physical AI that will be available in Q2.

Hey so this thing is actually insane

Today, @arduino announced their newest SBC, the VENTUNO Q!! Coming in under $300 and available in Q2, this is a great way for hobbyists to have access to really good hardware and a phenomenal Arduino SW ecosystem. qualcomm.com/news/releases/…

Nakul Duggal kicking off @Qualcomm IoT Partner Day in Nuremberg highlighting Qualcomm's three pillars of AI. Personal, Industrial, and Physical

At Embedded World, @Qualcomm and NEURA Robotics announced a new collaboration to use Qualcomm SoCs (Dragonwing IQ10) in NEURA’s robotics reference designs for lab development. qualcomm.com/news/releases/…

@OGA_Studio @StockSavvyShay There is a 0% chance that most of this has been priced in. A ton of skepticism (rightfully so) about how close companies are to actually achieving significant fleet capabilities at cost / at scale

@StockSavvyShay Interesting framework but wondering if the real movers are already priced in here. By the time retail spots these robotics plays, institutional money has been positioned for quarters.

10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $TSLA is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $GOOGL, $MSFT, $META & $BIDU provide the foundation models that give robots the ability to reason, see & act. 4. $PLTR & $ORCL turn robot fleet sensor data into operational intelligence while $PANW & $CRWD secure the robot “nervous system” as fleets scale & the attack surface grows. 5. $ARM, $SNPS & $CDNS design the chips that power robot brains while $TSM manufactures the silicon & $INTC contributes both design + fabrication capacity for edge compute. 6. $XPEV, $BABA, $AMZN & $AAPL are building competing robotics ecosystems across consumer and logistics applications. 7. $HON & $ROK provide the industrial automation & control systems that integrate robots into existing factory infrastructure at scale. 8. $MP supplies the rare-earth magnets that power motors & actuators throughout the robot supply chain. 9. $ADI, $TXN, $ON & $STM provide the analog semiconductors that bridge the digital brain to the physical world by converting sensor signals, managing power & controlling motors with precision. 10. $QCOM Dragonwing chips handle 5G connectivity & on-device AI for robot coordination while $MBLY & $AMBA provide the vision & compute silicon enabling real-time perception.

Spent the weekend in Grindelwald, Switzerland between MWC Barcelona and Embedded World. On train 4 of 7 to Nuremberg now

Qualcomm and @Siemens showcased an autonomous factory model where edge AI and private Industrial 5G work together—powering AGVs, robotics, and real‑time, on‑premises decision‑making. #MWC26: bit.ly/4u4x7EW

Live from MWC: Here's the latest from Qualcomm via @theDeepView thedeepview.com/articles/qualc…