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专访高通CEO谈未来的人工智能和中国关系 | 2026.7.

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时间英文中文
0:01Do you like America technology for America or you like America technology for the world?你喜欢美国技术还是喜欢世界技术?
0:06That's a debate we're having now, right?我们现在正在辩论,对吧?
0:13Cristiano welcome to the CEO moment as a semiconductor company Qualcomm sits inside some of the most interesting stories happening today fromCristiano欢迎CEO的到来 作为半导体公司Qualcomm 坐在一些最有趣的故事里
0:22geopolitics to artificial intelligence从地缘政治到人工智能
0:24We're looking forward to hearing your perspective on those things.我们期待听到你对这些事情的看法。
0:27But first you've said I tell my team但首先你说我告诉团队
0:29We are in the gladiator business.我们是角斗士的生意
0:31Do you honestly say that and what do you mean by that?你真的这么说吗?
0:34You know, it's interesting.你知道,这很有趣。
0:35I think what you see in technology, especially in mobile, right?我认为你在科技,尤其是移动技术中看到的,对不对?
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序号英文中文
1Do you like America technology for America or you like America technology for the world?你喜欢美国技术还是喜欢世界技术?
2That's a debate we're having now, right?我们现在正在辩论,对吧?
3Cristiano welcome to the CEO moment as a semiconductor company Qualcomm sits inside some of the most interesting stories happening today fromCristiano欢迎CEO的到来 作为半导体公司Qualcomm 坐在一些最有趣的故事里
4geopolitics to artificial intelligence从地缘政治到人工智能
5We're looking forward to hearing your perspective on those things.我们期待听到你对这些事情的看法。
6But first you've said I tell my team但首先你说我告诉团队
7We are in the gladiator business.我们是角斗士的生意
8Do you honestly say that and what do you mean by that?你真的这么说吗?
9You know, it's interesting.你知道,这很有趣。
10I think what you see in technology, especially in mobile, right?我认为你在科技,尤其是移动技术中看到的,对不对?
11Especially mobile.特别是移动。
12That's where we came from我们就是从那里来的
13You know, that's what Qualcomm got placed into the map is what we have done in the wireless in the cellular industry and这就是Qualcomm被放到地图上 是我们在无线手机行业所做的
14in the mobile在移动中
15Business you have so many companies that became some of the most valuable companies in the world and they went from你有很多公司 成为世界上最有价值的公司
16Hero to zero, right?英雄对0,对不对?
17So so technology changed so fast所以科技变化如此之快
18That's like being in the Coliseum这就像在殖民地
19So you have to learn you have to learn how to become nimble and you have to learn that success today doesn't mean anything所以,你必须学会学会如何变得灵活 并且你必须学会,今天的成功并不意味着什么
20so that's how I use this analogy the reason I use this analogy is because所以我就用这个类比 来做这个类比的原因是
21If you gladiator you go to the Coliseum, there's gonna be three outcomes.如果你的角斗士你去殖民地, 会有三种结果。
22You're gonna win you're gonna lose or you both gonna lose你会赢的,你会输,否则你们都会输
23So you go in you have a 32% chance of success if you win the only thing you accomplished所以,你走进你有一个32%的机会 成功,如果你赢了你唯一的成就
24You can go to the Coliseum one more time and I think that's how we think about你可以再去一次殖民地 我想我们是这样想的
25You know ourselves.你知道我们自己。
26I think we have to work very hard.我认为我们必须努力工作。
27It's a very competitive market.这是一个非常竞争的市场。
28It's very dynamic很有活力,很厉害
29You have to win on innovation and technology and if you win great, you have to do it again你必须要在创新和技术上获胜 如果你赢得了伟大的,你必须再次这样做
30success成绩
31Does not mean anything没有什么意义
32Because you have to win the next cycle whatever success you're having it's temporary眔墓Ω
33Yeah, and I think that has been the history of Qualcomm, that's why you look of the 40 years of the company是的,我想这是 Qualcomm的历史, 这就是为什么你看起来40年的公司
34Is the company had reinvented, you know itself so many times公司是重新发明的,你知道自己很多次了
35We're still doing it and in part of it.我们仍然在做 和它的一部分。
36That's why I think this mentality is so helpful所以我觉得这种心态很有帮助
37You've also said that whatever people believe AI is going to be it's probably going to be bigger你也说过,无论人们相信AI会是,它很可能是更大的
38What makes you so sure look?是什么让你这么确定?
39I一、导 言
40Always like to do comparisons and look how things had play out in the world of technology.总是喜欢做比较,看看技术世界里的情况。
41Let's go back to the web让我们回到网络上
42Okay back in the 2000好吧,回到2000年时
43When people said the Internet's gonna be big and everybody that said what would be possible the Internet if you look now人们说互联网会很大 所有人都说如果你现在看的话 互联网是有可能的
4426 year later the Internet is way bigger than people thought26年后 互联网比人们想象的要大得多
45But by order of magnitude so many industries enable completely new industries completely new companies a change但按照数量顺序,如此众多的产业 使得全新的产业 完全新的公司
46You know how the world works it's fundamentally changed and I think AI is like that AI你知道世界是如何运作的 根本上改变了 我认为AI就像AI
47Is you know, what are you people would argue?你们到底在争论什么?
48You know, I yet don't see it is that you know, it's it's really happening fast enough你知道,我还看不出这是 你知道,这是真的 发生的速度足够快
49But when you look at the potential of this technology但当你看到这种技术的潜力
50It's probably under hyped in the long run.从长远来看,它可能处于低潮状态.
51It's a fundamental change how computers gonna be built how we're gonna use computers这是一个根本的改变 计算机是如何建造 我们如何使用计算机
52There's so many elements of that it changes the human computer interface有很多元素可以改变人类的计算机界面
53We can now interact the computer the way we interact with ourselves.我们现在可以用我们自己互动的方式 来交流电脑。
54That's gonna change那会改变的
55devices gonna change our mobile devices, it's gonna change the type of设备会改变我们的移动设备, 它会改变类型
56Programs we run on the computers.电脑上的程序
57You have a software the right itself.你有一个软件本身是正确的。
58It's going to be from这将是从
59OS's to orchestrators and agents from application to skills is going to操作员给管弦乐手和经纪人 从应用到技能
60Fundamentally change not only your phones or PC or cars is going to create a whole new field of robotics根本改变不仅仅是你的手机或个人电脑 或汽车 将会创造一个全新的机器人领域
61It's gonna change the Internet's gonna change search.将改变网络搜索.
62So it's very big所以这是非常大的
63It is it is actually that profound of a transformation其实是深刻的转变
64Well, we'll get back to how big it is好吧,我们会回到它有多大
65But to your original analogy about the gladiator business you surely recognize as a CEO that a lot of the companies that were on但对于你最初关于角斗士生意的类比,你肯定承认 作为首席执行官,很多公司当时在
66The rise in 1999 2000 are no longer with us today1999-2000年的上升已经不再伴随着我们今天
67We survived and I think that's uh, and I think that is absolutely the case which means我们活下来了,我想那是呃, 我认为这是绝对的情况,这意味着
68The interesting thing even about AI I go back to the Internet's连人工智能的趣事我都回到了互联网上
69Comparison if I had said in the early days of the Internet.比较一下我在互联网早期说过的话
70Oh, yeah, the social media winner is Orkut哦,是的,社交媒体的赢家是Orkut
71Or the social media winner is myspace.或者社交媒体的赢家是我的空间。
72It is done.结束了。
73It's game over.游戏结束了。
74No, the map is map quest不,地图是地图寻觅
75No, so I think I think AI is gonna be like that.不 我觉得AI会是那样的
76There's gonna be会有的
77There are a number of different models.有一些不同的模型。
78They're gonna be good for consumer models gonna be good for enterprises这会对消费者模式有好处 对企业有好处
79They're gonna be different companies.他们会是不同的公司。
80They're going to provide agents他们会提供特工
81It's also true on on semis and the architecture and the technology半人马和建筑技术也是这样
82That's why I think my gladiator mentality is to apply on a fast moving technology industry所以我认为我的角斗士心态 是应用在一个快速移动的科技产业
83You'll have to keep moving from one fight on the Coliseum to the next into the next你必须继续从一场战斗 转到下一次战斗
84Because the work is not done as the technology continued to evolve the winners could change因为工作不是随着技术的不断发展而完成的 赢家可能会改变
85Let's go back to the beginning.复次初颂.
86You were born in Campinas, Brazil.你出生在巴西坎皮纳斯。
87Yes, and your father was an electrical engineer是的,你父亲是电气工程师
88That is correct.没错
89How did those two things shape you?这两件事是怎么塑造你的?
90I've been born raised in Brazil我在巴西长大了
91Went to engineering school in Brazil.就读于巴西工程学校.
92My father was electrical engineer.我父亲是电气工程师
93So so I kind of所以我有点
94That has a little bit out of an influence in me choosing that path这对我选择那条路有一点影响
95I also remember my father said to me you can do anything you want when you go to college as long as我还记得我父亲对我说过 你上大学时什么都行
96Engineering law school medical school.工程法学院医学院.
97Those are the options.这些都是选择。
98So I said if I go to law school所以我说如果我上法学院
99I'm gonna have to read a lot of books我要读很多书
100I don't want to do that if I go to medical school and we have to deal with blood如果我上医科学校,我们就得处理血的问题,我不想那么做
101They don't want to do that.他们不想这样做。
102I like science.我喜欢科学
103I like math.我喜欢数学
104So engineering seems like a good path and I was因此,工程似乎是一个好路径 而我是
105Interest in electronics and semiconductor and communications对电子和半导体及通信的兴趣
106I always like wireless communications when I got out of school was the beginning of cellular我放学时总是喜欢无线通讯 是手机的开始
107And I feel I've been you know我觉得我曾经是你知道的
108I've been privileged to have be able to work to every single transition of cellular from我有幸能够工作到细胞的每一个转变
109analog walkie-talkie type phone all the way to now 5g and future 6g and模拟对讲机类型电话 一直到现在 5g和未来的6g和
110But anyway, that's my story you left Qualcomm in the 1990s eventually to run a company in Brazil但无论如何,这是我的故事 你离开Qualcomm 在1990年代 最终经营一家公司在巴西
111That company was nearly bankrupt when you took it over.你接手时,那家公司几乎破产了
112What did facing that kind of failure teach you?面对这种失败是什么教你的?
113This is a great question.这是一个伟大的问题。
114I actually love talking about this.我真的很喜欢谈论这个。
115Qualcomm was a minority shareholder of that company andQualcomm是该公司的少数股东
116and
117And they wanted to put together a team to go restructure that company and他们想组建一个团队去重组那家公司
118Try to make you know that company viable.试着让你知道那家公司是可行的
119So I volunteered to go because I always thought that所以我自愿离开 因为我一直认为
120You know, I had experience in a fast-growing company你知道,我有经验 在快速成长的公司
121But I want to get experience in the distress environment and I thought you know但我想在危难环境中获得经验 我想你知道
122You'll be a great I think你会是一个伟大的,我想
123Management experience for me and it turned out to be in the almost three years that was there.对我来说,管理经验是 在那里将近三年。
124I一、导 言
125Think I learned ten of experience in three years if you're in a distressed environment我想三年来我学到了十条经验 如果你处于困境
126You're trying to worry about how you make payroll how to pay taxes and how to keep the lights on what about you你在担心你如何挣工资 如何缴税 如何保持灯光
127Do you think made you seek that out?你觉得你是为了这个吗?
128I always have this我总是有这个
129For a process that if you want to be a well-earned executive you need to get experience how to grow a business fast how to如果你想成为一位有教养的主管 就需要有经验 如何快速发展企业
130Optimize a business in a steady state and how to deal with the stress environment and I thought that was a great opportunity在稳定状态下优化企业 如何应对压力环境 我认为这是一个大机会
131I like the challenge.我喜欢挑战
132I like I like to take things.我喜欢拿东西
133They're very difficult to do and他们很难做和
134It was great experience for me.这是伟大的经验对我来说。
135And I think when we stabilized the company to positive AB data the operator got sold我想当我们把公司稳定到AB数据时 运营商被卖了
136然后Qualcomm让我回去
137Go work on this in my conductor business.去处理我的指挥工作
138Well, let me ask that question a little bit differently好吧,让我问这个问题 有点不同
139You've been at Qualcomm for most of your career你职业生涯的大部分时间都在Qualcomm工作
140Yes
141But what did you learn about the company that you could have only have learned by leaving it at the time?但是,你学到了什么 公司,你只能通过离开它 在当时学到?
142It was the beginning of broadband in cellular这是手机宽带的开始
143This is prior to the smartphone and actually one of the things I did there was this first time that somebody got a这是之前的智能手机, 实际上一件事 我做了有 第一次有人得到了一个
144Megabit data speed on on a cell phone手机上的兆位数据速度
145It was a technology that Qualcomm created a time called EVDO and being in that company was one of the first deployments that of EVDOQualcomm公司创造了一个叫做EVDO的时代 并且该公司是EVDO的首批部署之一
146Latin America, so I always knew that拉丁美洲,所以我一直知道
147The direction that Qualcomm was going it was it was a very successfulQualcomm所走的方向是 它是一个非常成功的
148Direction ability to predict what's going to happen in wireless that was kind of also eager to go back to Qualcomm in在无线中预测会发生什么的 方向能力也渴望回到Qualcomm
149San Diego after that mission was accomplished任务完成后,圣地亚哥
150You're the fourth engineer in a row to run Qualcomm.你是连续第4个运行Qualcomm的工程师.
151Do engineers make better CEOs than MBAs?工程师做CEO比MBA更好吗?.
152Engineers make good CEOs at Qualcomm and the reason is because we're engineering company first工程师在Qualcomm做好CEO 是因为我们是工程公司
153I think the majority of employees an engineer we we invest significant amounts大部分员工是工程师 我们投入了大量资金
154In technology innovation this summer.今年夏天在科技创新方面
155You'll be recognizing your fifth anniversary as CEO you started你会承认你5周年的首席执行官
156During the global chip shortage looking back on that period.在全球芯片短缺期间,
157Is there anything that you would have done differently?有没有别的事要做?
158I don't know I think我不知道 我觉得
159Possibly like what at that time?那时可能是什么情况?
160We you know we were starting the process of transforming the company.你知道我们已经开始改造公司了
161We just had some我们刚吃过
162Some challenges that we had to overcome on on a legal battle overcoming in our hostile acquisition attempt very challenging time and在一场法律斗争中我们不得不克服的一些挑战 克服了我们敌对的收购企图
163and one of the things I did at that time was当时我所做的其中一件事就是
164I said we needed to accelerate the technology transition我说我们需要加快技术转型
165To be able to change the direction of the company能够改变公司的方向
166So we actually in the middle of the biggest adversity which is right before the chip shortage因此,我们实际上处于最大的逆境之中 在芯片短缺之前
167We kind of accelerated 5g by two years which created a new cycle in the wireless industry我们加速了5克 两年 创造了无线工业的新循环
168And then as we deal with the transition and in the massive shortage we have on chips然后,当我们处理过渡 和巨大的短缺,我们有芯片
169I think we did the best we could to continue to be focused on the diversification the company我想我们尽了最大的努力 继续专注于公司多样化
170one thing if I had the crystal ball, right if we had a crystal ball we had to make priority choices at that time and如果有水晶球的话 水晶球在那个时候必须做出优先选择
171And we decided that we needed to我们决定,我们需要
172Stabilize the company build稳定公司的建设
173The adjacent business and wait until we will execute on our data center plan in hindsight相邻的生意 等到我们事后再执行数据中心计划
174You know, we'll probably should have你知道,我们也许应该
175Started back then but you you fear you were too slow to that那时开始的,但你怕你太慢了
176We had to make priority calls and we didn't we we didn't have all the assets that were necessary to succeed in the data center我们不得不做优先呼叫 我们没有拥有所有必要的资产 在数据中心取得成功
177So we kind of prioritize other opportunities in hindsight if I could go back in time knowing what I know today因此,我们有种优先 其他机会在后视 如果我可以回到过去 知道今天我知道什么
178We'll probably will find a way to accelerate our ability to build a data center plan我们或许会想办法 加快我们建立数据中心计划的能力
179You envision a world where how humans interact with information moves beyond the smartphone history你想象的世界,人类如何与信息互动 移动超越智能手机的历史
180Makes me very nervous about this prediction.我对这个预言很紧张
181We have that company called humane and their pin.我们有一家叫人道的公司 还有他们的胸针
182We had Google Glass we had我们有谷歌玻璃,我们有
183Specs from snap we even had our adventures in the metaverse突然间,我们甚至有我们的冒险 在元器件
184None of these things really took off the way that the profits of these devices said they would这些东西都没有像这些设备的利润 说的那样被拿走
185Can you convince me now that that future that we've been waiting for is finally here?你能说服我 我们期待的未来终于来了吗?
186I am gonna go back to history我要回到历史中去
187But I'm gonna go to back to history a little different than you did但我会回到历史中 和你有点不同
188But you have to really zoom out so you can see the whole picture when we think about但你必须真正放大, 这样你可以看到整个画面 当我们想
189transitions in mobile移动中的过渡
190So I'm gonna tell two stories所以我要讲两个故事
191one story is you had phones and一个故事是 你有手机和
192Digital seller 2g everybody had a phone.数字销售商2g 每个人都有手机。
193That was the feature phone.那是特写电话。
194They started showing up candy bar flippy phones and all of that他们开始出现糖果棒 翻转手机和这一切
195I was playing snake on my Nokia.我在诺基亚玩蛇
196Yes, and对,还有
197And then you started to see those phones getting color display they play music and etc on the other side然后,你开始看到那些手机 得到的颜色显示 他们播放音乐等 在另一边
198You have PDAs你有密码
199You have palm你有掌声
200PDAs remember the palm the sharp you have PDAs.PDA会记得手掌的尖端,你有PDA。
201So这么说
202Qualcomm we we started to think about this is way before the smartphone.Qualcomm,我们开始思考 这一点是在智能手机之前。
203We started to think about it我们开始思考
204What if we combine the two, you know, we have the PDA and a phone together如果我们把两者结合起来,你知道, 我们有PDA和电话在一起
205so the first we put所以第一个
206You know a 3g card into a PDA and then the company that we sold it to kill Sarah你知道一个3g卡 进入一个PDA 然后公司,我们卖它 杀死莎拉
207We because we used to make phones did the first因为我们以前做手机 第一次做
208Palm with in a cell phone form factor, but those things were early concept棕榈与手机形式因素, 但那些东西是早期的概念
209There were a lot of missing things around it.周围有许多缺失的东西.
210You still don't have broadband你还是没有宽带
211You still don't have the ability to one high-level OS你仍然没有能力 一个高级操作系统
212You still don't have a mature concept of an application ecosystem你还没有成熟的应用生态系统概念
213But you could see the direction that this was going when you had ability to now do broadband但你可以看到这个方向 当你现在有能力做宽带
214You have now a mature internet你现在有成熟的互联网
215And then all of a sudden you have the processor you figure out I can now make this into a computer突然间,你有了处理器,你就会明白 我现在可以把它变成一台电脑
216I can have a whole OS.我可以有一个完整的操作系统。
217I'm gonna app store broadband and the smartphone revolution我要应用存储宽带和智能手机革命
218change with a trajectory that was以轨道变化
219Unbelievable, and I think today we start to think about how could we not have smartphones, right?难以置信,我想今天我们开始思考 我们怎么能没有智能手机,对不对?
220The first time that we work on the meta Ray-Ban glass Lama didn't exist第一次我们工作 在元雷班玻璃喇嘛不存在
221So what was the idea that you're gonna be walking around and there's cameras and you see something like you press a button you generate所以,是什么想法 你会走来走去 有摄像头 你看到的东西 像你按一个按钮 你生成
222A story you post on Instagram, but then something happened Lama happen all of a sudden I can connect to an agent你在Instagram上发表一个故事 但后来发生了一些事情 喇嘛突然间,我可以联系到一个特工
223I can ask a question translate this read this who's this person who's that and then you started to change it every new big transition我可以问一个问题 翻译这个读这个是谁的人 谁是谁 然后你开始改变它 每一个新的大转变
224You have a lot of你有很多东西
225Experimentation like right now.就像现在的实验
226I have 40 different of designs today of people doing personal AI devices我今天有40种不同的设计 人做个人AI设备
227their companies doing glasses, which is他们的公司做眼镜,即
228Obvious their jewelry their pendants their pins他们的首饰,他们的胸针,
229Their bracelets their watches everything that can connect to an agent他们的手镯 他们的手表 能够连接到代理
230There's even something that look like an alarm clock that you can talk to it what all those things been out甚至有些东西看起来像一个闹钟 你可以和它说话 所有这些东西都出来
231I don't know.师曰.
232I tell you what right now.我告诉你,现在。
233I'm very comfortable make one bet我打赌很舒服
234Glasses will because this is a prime real state眼镜会的,因为这是一个质素真实状态
235It's close to my eyes to my ears to my mouth when I turn my head我转头的时候,眼睛靠近耳朵,耳朵靠近嘴
236You see what I see and then the real question to drive success is how much does a I mature?你看,我看到了什么 然后真正的问题 驱动成功 是多少我成熟?
237so that这样
238Gradually workload starts to shift so tomorrow工作量从明天开始逐渐转移
239There may be things that you do on your phone today, and it's gonna be just more convenient今天你的电话里可能有些事 更方便
240You may gonna do in their glasses like you got a bill in a restaurant you look at the bill你可能会在他们的眼镜里做 就像你在餐厅有账单一样 你看账单
241And you say please pay this bill right now你说请你现在就付账
242With my check-ins account, and it's it用我的入帐账户,就是它
243We see some use cases that I may be talking to you我们看到一些有用的案例 我可能会跟你说话
244And then I have I go somewhere else and the agent will say Christiano I notice you have a break right now然后我就去别的地方 经纪人会说克里斯蒂安诺 我发现你现在有休息时间
245Can I talk to you about a conflict in your calendar?我能和你谈谈你日历上的冲突吗?
246I said yes, so there's this meeting that pop up which one's higher priority this meeting is higher priority我答应了,所以有个会议... ... ......
247Can I schedule the other one yes, please do and actually I saw some applications the agent actually call a person and negotiate a time我可以安排另一个是的,请做,实际上我看到一些应用程序 经纪人实际上打电话给一个人,谈判一段时间。
248For another meeting so if those things start to get a hold a new friction people are going to interact with the computers a little如果这些事情开始得到控制 新的摩擦 人会与计算机互动一点点
249Bit different and that could be a different device有点不同,那可能是一个不同的设备
250I understand all the ways in which this innovation is going to bring down friction我了解这种创新会如何消除摩擦
251But I also think all the ways that it will create new types of friction但我也认为 这会造成新型摩擦
252What concerns do you have about say privacy concerns?你对隐私有什么顾虑?
253You're describing a world where there are recorders all all the time in my glasses maybe maybe on my ring你描述的世界是,我眼镜里总是有录音机 也许在我的戒指上
254Everyone around me is recording what's happening perhaps to help them live a more optimized life我身边的每个人都在录下发生的事情 也许是为了帮助他们过上更完美的生活
255But what about for those of us who don't want to sacrifice the the way some of the ways of life that we have to look但是对于我们这些不愿牺牲 某些生活方式的人来说呢?
256This is a so this this is a great conversation.这是一个所以这是一个伟大的谈话。
257Let me go to the worst-case scenario, then we bring it back.让我来谈谈最坏的情况 然后我们把它带回来
258Let's assume that我们假设
259Smart glasses are going to be useful devices not only for consumers聪明的眼镜不仅对消费者有用
260But they could be a very useful devices for enterprises for example an enterprise could have an operator in an oil rig但是,对于企业来说,它们可能是非常有用的装置,例如,企业可以在石油钻机中有一个操作员。
261And I'm going to say I'm just going to see his camera feed right now我要说我现在就去看他的摄像头
262So we have a bunch of different applications for this that can be very useful can因此,我们有很多不同的应用程序 对于这个可以非常有用
263Can teach people new skills or can help you as a consumer because it sees what you see and can engage with you in real可以教别人新的技能 或者可以帮助你作为一个消费者 因为它能看到你所看到的 并且可以与你进行真正的接触
264time one of the features of the upcoming transition to 6g向6g过渡的特征之一
265Transform all of us in walking cameras in this world.在这个世界的行走相机里 改造我们所有人
266So now所以现在
267In that case, you're gonna say well, it's better be from a trusted company with那样的话,你会说得好 最好是从一个信任的公司
268With somebody that's gonna respect my private choices和一个尊重我个人选择的人
269but as a human surely但作为一个人类,
270you know the feeling of sitting on an airplane or being on a subway or being at dinner and you notice that someone's turned their你知道坐在飞机上 或坐地铁 或吃晚饭的感觉 你注意到有人变了
271Phone at you and what that feels like and the world you're describing is one where that's happening all the time to all of us电话打到你的感受 和你描述的世界 是一个发生在我们所有的人身上的地方
272That doesn't concern you at all这跟你没关系
273This is a nascent area area of technology transition.这是一个技术转型的新生领域。
274I think there is going to be a lot of regulation我想这里会有很多规定
275This is still still early, but I expect that现在还很早 但我想
276privacy隐私
277by definition is根据定义,
278going to I think to require a lot of user permission and then there's a lot of things that我想需要很多用户的许可 然后有很多事情
279Yet to be decided how you're gonna use this technology还没有决定你如何使用这个技术
280That's why I think adoption of those things are probably gonna be use case by use case所以我觉得那些东西的采用 很可能是用例
281Is it important for you for Qualcomm to be seen as an AI company?Qualcomm被看作AI公司对您很重要吗?.
282We are no more just a我们不再只是一个
283Communications company we're doing computing devices.通讯公司,我们正在做计算设备。
284We have one of the fastest我们有一个最快的
285processors for smartphones we enter the PC space智能手机的处理器,我们进入 PC 空间
286We have an incredible amount of computing in car.我们车上的计算量惊人
287The car is primarily now车主要现在
288Becoming a computer on wheels and成为一台电脑在车轮上
289And we're gonna extend our computer into the data center the future of computing is AI计算的未来是AI。
290So by definition if we're a computing company, we're gonna be an AI company因此,按照定义,如果我们是一个计算公司, 我们将是一个AI公司
291Those things are no, but I feel I feel watching your appearances watching other companies communicating那些东西不是 但我觉得看着你的外表 看着其他公司交流
292Maybe how you talk to Wall Street a kind of pressure to say hey, we're an AI company, too或许你跟华尔街说话的压力 可以说我们是AI公司
293You should see that.你该看看
294Is that not the case?是这样吗?
295No, that's not the case.不,不是这样的。
296Absolutely not绝对不行
297We created a new business the automotive business我们创立了新的企业 汽车生意
298Investors in the very beginning were 100% skeptical.投资者在一开始是100%的怀疑。
299Oh, this is a crowded space哦,这是一个拥挤的空间
300There's so many players in the automotive.汽车里有很多玩家
301You have no experience in automotive.你没有汽车的经验。
302We're now gonna be the largest provider semiconductor in automotive我们现在是汽车最大的半导体供应商
303we just update our design wing pipeline to 65 billion dollars and我们刚刚更新 我们的设计机翼管道 到650亿美元和
304We have a run rate now a six billion dollars and and I'm gonna go to ten billion dollars我们现在有60亿的运行率 我将达到100亿
305We don't have the need to say look at us.我们没必要说看我们
306We are an AI automotive company the我们是AI汽车公司
307BMW highway autopilot certified now in 60 countries宝马高速公路自动驾驶认证现已在60个国家
308Run on our aid stack that by definition is AI运行我们的援助堆栈, 定义是AI
309Assisted driving is AI.辅助驾驶是AI.
310I said this for two years ago before it was popular两年前在流行之前我就说过了
311AI is gonna be distributed AI is going to run on the on the edge.AI会被分发 AI会运行在边缘。
312I even said resistance is futile我甚至说抵抗是徒劳的
313And but too many they're probably interpreted look at Qualcomm try to但太多的人被解读了 看Qualcomm试图
314Apply an AI sticker to their other business.在他们的其他事项上贴上AI标签。
315That's not the case.则不然.
316It's happening发生了
317I want to dig into the the company's strategy there on the one hand我想调查一下公司的战略
318You've praised edge AI, right?你已经称赞了边缘AI,对不对?
319This is the ability to run AI on local devices like your phone on the other hand这是在你的手机等本地设备上运行AI的能力
320You seem to be making significant challenges to companies like Nvidia and to give Qualcomm a bigger role in centralized compute你似乎在给Nvidia这样的公司带来重大挑战 让Qualcomm在集中计算中扮演更大的角色
321Running AI on the cloud.运行AI在云。
322What's going on here?这是怎么回事?
323How can you do both these things at the same time?你怎么能同时做这些事?
324Yeah, why not?是啊,为什么不呢?
325Look I go back to the company strategy when I became CEO你看,我回到公司策略 当我成为首席执行官
3262021 we're primarily a mobile companies and primarily we provide Snapdragon as a processor for phones and provide a modem2021年 我们主要是移动公司 主要是提供Snapdragon 作为手机的处理器 并提供调制解调器
327To iPhone that was primarily the company's doing this a big business the company.对iPhone来说,这主要是公司 做这个大生意的公司。
328We said we're gonna take this first step我们说过要迈出第一步
329We're gonna diversify the company because we believe our technology can be disruptive to everything on the edge我们要让公司多样化 因为我们相信我们的科技会破坏一切
330And we said we're gonna go after automotive the PC space gonna expand into broadband and we're gonna go into robotics我们说我们要追逐汽车 PC空间会扩张成宽带 然后进入机器人
331Everything that is not in the data center.所有不在数据中心里的东西
332So people said well, that's a lot.所以人们说得好,这是很多。
333Can you prioritize one?你能优先处理吗?
334I said no, we get weak.我说不行,我们变弱了
335We have the technology to do all of those markets我们有技术来做所有这些市场
336We build an automotive business and we're starting to be very well positioned in robotics and in broadband is now a mature business.我们建设汽车企业,我们开始在机器人方面处于非常有利的地位,宽带现在是一个成熟的企业。
337So这么说
338The next thing is we're gonna extend the RP to the data center接下来我们要把RP扩展到数据中心
339And I think the exciting part is we have technology turns and growth in all of those different business and we did this我认为令人兴奋的部分是 我们有技术的转折 和增长 在所有这些不同的业务,我们做到了
340Without compromising the operating margin of the company在不损害公司经营范围的情况下
341So if we can do all of this, why not do it and to the skeptic who says this isn't about confidence and transformation所以,如果我们可以做这一切,为什么不这样做 和怀疑谁说这不是 信心和转变
342It's about fear over your existing business model that this is about a dwindling handset mobile business and Qualcomm has to invent its way out是因为担心你现有的商业模式 因为这关系到一个不断减少的手机业务 Qualcomm必须发明出出路
343Of us.我们
344It's a question that I often get asked.我经常被问到这个问题
345What are the things at Qualcomm to make this possible?Qualcomm有什么能让这一切实现的?
346And I'll start with the number one is our我从第一开始就是我们的
347Incredible engineering capability and technology capability that allow us令人难以置信的工程能力和技术能力让我们
348to take very complex technical challenges and迎接非常复杂的技术挑战,
349For a lot of the things that we do we develop a lot of technologies ourselves对于我们所做的很多事情 我们自己开发了很多技术
350the second thing is the culture in this culture of第二件事是这种文化中的文化
351Gladiator this culture of focus on the mission is very important.这种注重任务的文化非常重要。
352The number three thing is第三点是
353We are used to deal with a brutal competitive environment brutal.我们被用来对付残酷的竞争环境。
354So we learn how to compete所以我们学会了如何竞争
355We survive in highly competitive environments我们在竞争激烈的环境中生存
356And I think that those three things combined set the foundation for us to do those things we're doing right now我认为这三件事 共同为我们打下基础 做我们现在正在做的事情
357Speaking of fear of failure one of the bets you're making is on autonomous vehicles说起失败的恐惧 你赌的赌注之一是在自动车辆上
358What would it mean to Qualcomm if that the success there was further into the future than you think it's going to be?如果未来的成功 比你想象的还要远 那对Qualcomm意味着什么?
359No, I think we're getting there important to understand some of the bets that we made不,我认为我们得到 在那里的重要性 了解一些赌我们做了
360First of all, we provide silicon首先,我们提供硅
361We provide processor for autonomous vehicles and we work with anybody stack that business is scaling right now我们提供自动车辆的处理器 并且我们与任何人合作 堆叠企业正在规模化
362You have to have a very power-efficient processor你必须有一个非常高效的处理器
363It took several years to get to this point, but I think the level of technology maturity is we're now few years away花了几年时间才达到这个地步 但我认为技术成熟的程度 是我们现在还有几年时间
364For having address to address supervised self-driver as part of every premium car因为地址是作为每辆特惠车的一部分,在受监督的自驾车上发言
365What does a few years mean?几年意味着什么?
3662028 you should expect that for a premium car that stable stakes2028年,你应该期待 一辆稳定赌注的溢价汽车
367What did the trip tell you about the future of the semiconductor supply chain?这次旅行告诉你半导体供应链的未来是什么?
368It was a great trip这是一个伟大的旅行
369I felt privileged to be able to be part of the small group of CEOs.我很荣幸能成为小集团的首席执行官
370They got invited there was a他们被邀请有一个
371formula which is about you know公式,你知道的
372Companies they have successfully done trade with China and the opportunity to actually成功与中国进行贸易的公司 以及实际的机会
373You know expand having the trade relationship.你知道扩大贸易关系。
374I think we always been on the right direction of trade我认为我们一直走在正确的贸易方向上
375I also I believe there is我也认为有
376value in数值在
377in the strong trade relationships between us and our Chinese counterparts because我们与中国同行之间的牢固贸易关系
378those relationships actually serve as a这些关系实际上起到
379Force of a stability in the in the dialogue I came out of the trip对话的稳定性
380Optimistic there's value in providing, you know乐观有价值提供,你知道的
381semiconductors in American technology stack美国技术堆栈中的半导体
382To companies in China.致中国企业.
383They have a global business他们有全球业务
384We have not been restricted for the business we do in China as I diversify the company our business in China expended我们在中国的生意没有受到限制,因为公司分散了我们在中国的生意
385from from phones to从电话到
386computers to automotive to industrial even robotics计算机对工业甚至机器人的汽车
387But having said that I think但既然说了我想
388Like any other semiconductor company you have to monitor the space and you have to it和其他半导体公司一样,你必须监视空间,你必须监视空间
389There are reports that you're in talks to sell chips to bite dance tick tock parent company有报道说,你正在谈 卖薯片 咬舞叮当母公司
390Should Americans be concerned if you sell advanced chips to Chinese companies look如果美国人担心你卖先进芯片给中国公司
391Not commenting on this but I'm gonna tell you this chips are in everything right now不是在评论这个 但我要告诉你 这薯片现在都在里面了
392Chips are in every consumer electronic device and in cars and appliances and everything芯片在每一个消费电子设备 汽车、电器和一切
393There's a lot of value in the United States companies and to provide美国公司有很多价值
394The technology to economies not only in China or their economies that make things for the world不仅对中国经济的技术 或为世界制造东西的经济
395It's a pretty easy to understand statement when if I ask people to answer the following question如果我问别人回答下面的问题 这句话很容易理解
396Do you like America technology for America or you like America technology for the world?你喜欢美国技术还是喜欢世界技术?
397That's a debate那是一场辩论
398We're having now right you present it as if there's one obvious choice我们现在有你 把它当作一个明显的选择
399But there are lots of voices that would disagree with you look at the end of the day但有很多声音 不同意你看着最后的一天
400It's just math you just look of the global economy这只是数学 你只是看看全球经济
401You look at the contribution to GDP and I'll answer the question a little bit different every semiconductor company你看看对GDP的贡献,我会回答这个问题 有点不同 每个半导体公司
402That has scale have a percentage of China business and if it's just a function of GDP规模占中国企业的一定比例 如果它只是GDP的一部分
403the United States the biggest GDP in the world China is the second GDP and then China has a lot of世界上最大的GDP 中国是第二个GDP 然后中国就有很多
404the联合国
405companies including公司,包括
406American companies and all their European companies and Japanese companies and Korea companies that make things in China美国公司 以及所有在欧洲的公司 日本公司和韩国公司
407So this as as manufacturing becomes more geographically diversified, and that's a good thing所以随着制造业的多样化, 这是好事
408There's a lot of initiatives to bring manufacture back in America.有许多举措可以使美国制造业回归.
409There's graphically diversified有图形化的多样化
410That's a very good thing这是件好事
411But you also have to to you have to step back and you look how the word economy works但你也必须退后,看看经济这个词是如何运作的
412You have this interesting dynamic you may sell a product to an European你有一个有趣的动态 你可以卖产品给一个欧洲人
413Company and the ear or you can sell a product to a Japanese company and the Japanese company will manufacture that product in China公司和耳朵 或者你可以把产品卖给一家日本公司 日本公司将在中国生产
414So it's it's very easy to look at those numbers within context.所以从上下文来看这些数字是很容易的。
415I think the reality is我认为现实是
416every leading semiconductor company right now have现在每个主要的半导体公司都有
417You know exposure in business in China, and that's a good thing.你知道在中国的生意,这是件好事。
418There is competition between the United States and China美国和中国之间有竞争
419So there is a debate which is not it's not our job to debate.所以有一场辩论,不是我们的任务。
420I think we've been focused on developing the technology about我想我们一直专注于开发有关
421Are there certain enabling technologies for certain applications that?对于某些应用,是否有某些扶持技术?
422You have你有过
423Export control and this has been a reality of the industry for a long time出口管制和这是该行业长期以来的现实
424There's nothing new and I think that continues to be part of the debate and I think this semiconductor companies just adjusts没有什么新的,我认为这 继续是辩论的一部分 我认为这半导体公司 只是调整
425To to the policy we have to follow.为了我们必须遵守的政策
426All right, we're at the tail end of our conversation好了,我们在谈话的尾声
427So I'd like to do what we do with all of our guests on the CEO moment所以我想在CEO时刻 做我们所有客人的事
428Which is what we call the leadership test.这就是我们所谓的领导才能测试。
429I'm gonna ask you a series of questions.我问你一系列问题
430Give me your first answer that comes to mind给我第一个想到的答案
431What's the best summer job you ever had I你做过的最好的暑假工作是什么?
432It's interesting summer in summer in America was gonna win your best winter job夏天在美国很有趣 赢得你最好的冬季工作
433I saw my best winter job and it has a lot to do with how I am and how I think about我见过我最好的冬季工作 和我的身世和我的思考 有很多关系
434Including my future my best winter job is every winter.包括我的未来 我最好的冬季工作是每个冬天
435My mom will send me我妈会派我来的
436To my relatives敬我的亲戚
437Farms in a different state in Brazil and I work in the farm with my cousin.在巴西另一个州的农场 我和表弟在农场工作
438So I will milk the cows所以我要挤奶牛
439I will I will go get the cows on horses我去叫牛骑马
440I'll feed the pig and that was a great winter job.我会喂猪,那是一个伟大的冬季工作。
441What's the phrase you use too often trust but verify你经常用什么词来证明
442How many direct reports do you have?你有多少直接报告?
443Don't know for the top of my head.不知我头顶.
444I think some number between我觉得有些数字之间
445Probably 10 and 15.也许10和15。
446When do you feel most focused?你什么时候觉得最专注?
447Driving when are you not checking your phone?你什么时候不检查手机?
448Sleeping how many minutes is your commute 15?睡了多少分钟 你的通勤15?
449How many hours of sleep a night?晚上睡几小时?
450Do you get I'm happy when I get seven7岁的时候我高兴吗?
451I think it's kind of我觉得有点
452Six is the average have you ever been fired?6是平均你被解雇过?
453No, what's your coffee order black?不,什么是你的咖啡订单黑色?
454No sugar.没有糖。
455How many meetings a day do you have a ton?你每天有多少个会议?
456What's a ton from the day?何等为一吨从日.
457I I start until when we have to end.我从头开始直到我们结束为止
458It's a lot some I don't have我有很多没有的
459I often complain that I need some time.我经常抱怨 我需要一些时间。
460I need to respond to email need to get out of the meeting我需要回复电子邮件 离开会议
461But there's a lot of meeting we have a big meeting culture.但有很多会议 我们有一个很大的会议文化。
462What's the one question you ask in every job interview?你每次面试都问什么问题?
463interesting lately, I think I最近很有趣,我觉得
464Asked the question is do you want do you understand what the job is?你想知道工作是什么吗?
465What success look like to you?你觉得成功是什么?
466When did you last change your mind?你上次改变主意是什么时候?
467Yesterday Christiano.昨天克里斯蒂安诺。
468Thank you very much for joining the CEO moment.谢谢你加入CEO
469We really appreciate how you know我们真的很感谢你知道
470I'm happy to be here and thank you for the conversation很高兴能来,谢谢你的谈话
471You你们
472Happy to be here and thank you for the conversation很高兴来到这里,谢谢你的谈话
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