Ryan Vestelica

speaker

483 appearances 21 recordings 1 series first heard Nov 2025 last heard 28 Aug

Ryan Vestelica’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.

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Bloomberg Tech · OpenAI Drops Exclusivity Deal with Microsoft · 27 Apr 2026 podcast

negative impact on consumer electronics, especially its handset chips. voice-verified

So it's facing that kind of weaker backdrop. voice-verified

And at the same time, this has been a longer term story, but Apple is developing more of its own modem chips in-house, developing more of its own internal hardware. voice-verified

That has been a major problem for Qualcomm, which used to count Apple as a major, major customer. voice-verified

So the prospect that they would get a new big customer in the form of open AI, a new market, a new smartphone market, is obviously very exciting for investors. voice-verified

But I guess it's maybe a little bit too far out there. voice-verified

It's too hard to price what this would really mean as far as revenue or anything else like that goes. voice-verified

We did see the stock pull back after a pretty pronounced initial voice-verified

Right. voice-verified

Right, exactly. voice-verified

And the report did say that mass production will begin in 2028. voice-verified

So again, two years out. voice-verified

How do you begin to price something like that or factor it into a share price? voice-verified

Very hard to do, especially with so few details out there. voice-verified

We did reach out to all the companies involved so far. voice-verified

We haven't heard back. voice-verified

So a lot of the stuff remains sort of speculative. voice-verified

But like I said, right now, people are very focused on the memory situation and how Qualcomm is going to navigate that. voice-verified

It does report its results, I believe, Wednesday afternoon. voice-verified

So that's going to be a very closely watched report this week, less in focus than some of the other mega caps, but certainly a notable one to come out. voice-verified

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