Qualcomm CEO Cristiano Amon on Reinventing Beyond the Phone
打开互动全文版(中英对照 + 朗读 + 问答)→高通 CEO 克里斯蒂亚诺·安蒙畅谈如何带领芯片巨头向汽车、机器人、AI 数据中心和 6G 领域转型。
Qualcomm CEO Cristiano Amon opens up about leading a chip giant's reinvention into cars, robots, AI data centers and 6G.
变化是确定的。我们接下来会成为什么,也许那是我们可以选择的。
Change is certain. What we become next, maybe that's something we get to choose.
我喜欢你的思维,就像我们在这里,但你已经在思考三步之后的事情了。所以这就是我们如何在还没完成当前想法之前就想到下一个想法。
I love that your mind, like we're here but you're already thinking three steps ahead of where it goes. So that's how we get to the next idea before we even get to the current idea.
我忍不住。我喜欢这样。
I can't help it. I love it.
他们的骁龙芯片早在 2007 年就开始彻底改变移动技术。但对我们大多数人来说,高通是隐形的。它存在于我们手机内部的某个地方,在我们滚动屏幕、发短信、抱怨电池续航时做着它复杂的工作。但高通 CEO 克里斯蒂亚诺·安蒙正押注公司的下一步远不止手机。汽车、机器人、AI 数据中心、6G。对于一家这种规模的公司来说,这是一次相当重大的重塑。我接触过各种不同类型的行业,见过公司在全球范围内发生变化,但我想分享我的内部访问权限,向你展示这样的转型近距离和从内部看实际上是什么样子。领导力的未来是——我是瑞安·帕特尔。这就是他们的经营方式。
Their Snapdragon chips began revolutionizing mobile technology way back in 2007. But for most of us, Qualcomm is invisible. It exists somewhere inside our phones doing the complicated thing it does while we scroll, text, and complain about our battery life. But Qualcomm CEO Cristiano Amon is betting his company's next act is much bigger than the phone. Cars, robots, AI data centers, 6G. It's a pretty significant reinvention for a company this size. I've been around all different types of industries and seen companies change on a global scale, but I wanted to share my inside access and show you what a transformation like this actually looks like up close and from the inside. The future of leadership is I'm Ryan Patel. This is how they run.
瑞安,你叫了优步吗?
Ryan, did you call Uber?
进来吧。
Come on in.
走吧。谢谢你接我,这真不错。
Let's go. Thank you for pick This is nice.
我的 1973 年 Bronco。
My 1973 Bronco.
我来圣地亚哥是为了谈论计算的未来,但自然我们最终从一辆比我还老的车开始聊起。
I'd come to San Diego to talk about the future of computing, but naturally we ended up starting in a car that was older than I am.
我听说你有这个爱好。
I had heard that you had a hobby of this.
我有一点。我会想想我想要什么,然后去店里。我和他们一起做决定。我做了很多改动,换了变速箱,换了内饰的一些东西,换了发动机的一些东西。所以这是一个全新的发动机。这和 Mustang GT 里的发动机一样。我想是福特 Coyote 5 升。
I do a little bit. I kind of think about what I want and I go to the shop. I make decisions with them. I made a big bunch changes, changed the transmission, changed a couple things in the interior, changed things on the engine. So this is a whole new engine. This is the same engine that is in the Mustang GT. I think it's the Ford Coyote 5 L.
在圣地亚哥开这车很不错。
It's a good ride for San Diego.
那么,我能问你选了配色方案吗?
So, can I ask you you chose a color scheme?
是的,这是他们原有的颜色之一。它叫黄杨绿,是 Ranger 版。有白色条纹。
Yeah, this is the one of the original colors they had. It's called Boxwood Green and it has the Ranger edition. It has the white stripes.
明白了。
Got you.
还有白色轮毂。
And the white wheels.
但它完全修复了。你还有其他的车。
But it's completely restored. Then you got some others, too.
是的。我一直喜欢汽车,我真的很喜欢 70 年代的车。所以,我决定那就是我的中年危机。
I do. I always like cars and I really like the cars from the '70s. So, I decided that's my midlife crisis.
如果有一个特质,你会说其他人应该思考或去做,或者你做的,那会是什么?
If there was a trait that you would say that other people could should be thinking about or do or that you do, what would that be?
我总是非常乐观,原因很简单,它比另一种选择更好。
I'm always very optimistic and for a very simple reason, it's better than the alternative.
今天是一个非常独特的环境。
Today is a very unique environment.
因为半导体真的也成了一个地缘政治行业。
Because semiconductor really became also a geopolitical industry.
是的。
Yeah.
就像我从工程学院毕业时,我从没想过我会成为这家公司的 CEO,更不用说我会在中国特朗普与习近平会晤的一些房间里。你知道,CEO 的工作可能是一个压力很大的工作。
Like when I came out of engineering school, I thought I never thought I'd be CEO of this company, much less I'd be in some of the rooms in the Trump-Xi meeting in China. And you know, CEO job can be a stressful job.
是的。
Yeah.
有时它是一份孤独的工作,但我尽量不让它成为一份孤独的工作,我尽量不为此感到压力。
And sometimes it is a lonely job, but I try not to make it a lonely job and I try not to stress over it.
你提到了孤独这个词,就像许多 CEO 和领导公司在领导者一样。你领导着世界上顶尖的科技公司之一。当事情变得有点困难时,你会做什么来减压?
You mentioned the word lonely as many CEOs and leaders who are leading companies. You're leading one of the top tech companies in the world. When things get a little bit harder, what is it that you do to de-stress?
和家人在一起。就像我回家。我不把工作问题带回家,我认为只是和你爱的人和爱你的人在一起的时间。嗯,另一件事是人们说正能量是有感染力的。这和我之前告诉你的一样。另一种选择是什么?负能量?所以,那不是个好选择。
Time with my family. Like I go home. I don't bring the work problems home and I think just time with the people, you know, you love and love you. Um the other thing is people say positive energy is contagious. And it's the same thing I told you before. What's the alternative? Negative energy? So, that's not a good choice.
也许有一件事和我的文化有关。看,我在巴西出生和长大。我在巴西上学。我经常说巴西不是给初学者的。如果你习惯于应对逆境和变化,那是有帮助的。
Maybe there's one thing that has to do with my culture. Look, I've been born and raised in Brazil. I went to school in Brazil. And I often say Brazil is not for beginners. And if you're used to deal with adversity and change, that's helpful.
是的。克里斯蒂亚诺的乐观不仅仅是性格。当然,他微笑,他开玩笑,他甚至说他没有压力。
Yeah. Cristiano's optimism isn't just personality. Sure, he smiles, he jokes, and he even says he doesn't stress.
但我真正想看到的是他的积极性如何影响他经营的企业。所以我们回到高通园区,一窥日常工作。
But what I really wanted to see was how his positivity impacts the business he runs. So we headed back to Qualcomm's campus to get a glimpse of the day-to-day.
所以你会让我参加你的全体员工会议,作为高通的名誉员工?
So you're going to let you allow me to be in your all all hands meeting and as a honorary Qualcomm employee?
是的,但请不要问太难的问题。
Yes, but please don't ask too hard questions.
我不能向你保证,因为你得到了每个——好吧,好吧,中等。
I can't promise you that because you got every Okay, okay, medium.
在接下来的 30 分钟里,克里斯蒂亚诺回答了抛给他的每一个问题。他的团队问了关于转型、股东压力以及当一切都在变化时如何找到焦点。但当然,作为名誉员工,我觉得有必要问:“他们到底要怎么做到这一点?”
For the next 30 minutes, Cristiano answered every single question thrown his way. His team asked about the pivot, shareholder pressure, and how to find focus when everything is changing. But of course, as an honorary employee, I felt compelled to ask, "How on earth are they going to pull this off?"
你可以说公司仍然很大,要执行所有这些。这需要时间。这将是过程。这将是官僚主义的。另一件事是,不。这意味着我们有很多资源。我们可以像过去那样把自己分成更小的高通。这是可能的。我们以前做过。这很难。太多了。我们有很多事情要做。我们只是继续前进,因为相信自己实际上是问题的一半。我认为这就是我们在整个公司需要做的。
You can say the company is still big to execute on all of this. It's going to take time. It's going to be process. It's going to be bureaucratic. The other thing is, no. That means we have a lot of resources. We can divide ourselves into smaller Qualcomms like we had in the past. And it is possible. We've done it before. It is hard. It's too much. We have a lot to do. We just keep going because believing in ourselves is actually 50% of the problem. And I think that's what we need to do across the company.
有趣的是,房间里没有人似乎默认完全信服。他们想知道这些押注是否会得到回报。高通是否真的能同时做所有这些。而克里斯蒂亚诺似乎更喜欢这样。
The interesting part was nobody in the room seemed entirely convinced by default. They wanted to know if these bets were going to pay off. Whether Qualcomm could actually do all of this at once. And Cristiano seemed to prefer it that way.
这对我来说非常个人化,我认为我与公司的联系就像我在 1995 年作为工程师加入公司。所以我觉得我不是——我是 CEO,但我只是他们中的一员。就像我们在同一个团队。
It's very personal to me and I think my connection with the company like I joined the company as an engineer in 1995. So I feel like I'm not I'm the CEO but I'm just one of them. Like we're in the same team.
你觉得公司前进的方向自你开始在这里以来发生了巨大变化吗?
Do you feel where the company's going forward is drastically changed since you've started here?
是的,绝对。你知道,公司总是重塑自己。所以对于我们将要做的全新事情有一些兴奋。就像,如果你看看我们开始的地方,我们开始是一家许可公司,这种规模以前从未做过。然后,我们成为一家半导体公司。没想到会那么大。
Yes, absolutely. You know, the company always reinvent itself. So there's something some excitement about something completely new that we're going to do. Like, if you look where we started, we started as a licensing company, something never been done before this magnitude. Then, we became a semiconductor company. Wouldn't expect to be that big.
是的。
Yeah.
然后,我们从一切无线,从蜂窝到 Wi-Fi 到蓝牙,一切无线电。然后,在智能手机时代,我们意识到我们需要成为一家计算公司。
And then, we went from everything wireless, from cellular to Wi-Fi to Bluetooth, everything radio. Then, we became in the smartphone era, we realized we need to be a computing company.
是的。
Yeah.
突然之间,我们在做智能手机处理器。现在,我们进入一个全新的市场。现在,我们要去 AI 数据中心。所以,如果你真的放眼未来,这是一个接一个的转型。
And all of a sudden, we're doing processor for smartphone. Now, we enter a completely new market. And now, we're going to AI data centers. So, if you actually look over the horizon, it's transformation after transformation after transformation.
所以,到这个时候,我们谈了很多关于重塑,但我准备好看看他们实际在押注什么。哦,哇。这真是相当
So, by this point, we talked so much about reinvention, but I was ready to see what they're actually betting on. Oh, wow. This is This is quite
是的,有几件事,你知道,我们在这里测试。我们也可以带来基础设施。你在地板上看到的一些东西是用于射频的。
Yeah, there are a couple things, you know, we do test here. We do also can bring uh infrastructure. Some of those things you see in the floor is like for RF.
这看起来像是来自未来。我错了吗?
This looks like out of the future. Am I wrong?
对于处理射频通信的公司来说,你会用这个来做很多关于无线电传播的测试。所以我们做这个。你在这里看到的一些东西是与我们的一些 6G 开发相关的。所以,实际上,那就是团队
For companies that deal with radio frequency communications, you use this to do a lot of the tests about radio propagation. So, we do that. Some of the things you probably seeing here is things associated with some of our 6G development. So, actually, that's the team that is
什么样的 6G?
What kind of 6G?
是的。我无法告诉你有多少人对这种无人机检测技术感兴趣。你只要读新闻就能看到。但这很棒。6G 将给行业带来巨大变化,因为除了通信、除了连接性,我认为对于 AI 时代,除了让我们所有人都能戴着眼镜成为行走的摄像头,看到我所看到的,将高清视频发送到云端。另一件事是每个无线电连接,6G 有一个叫做 Isaac 的东西,即集成感知与连接。所以,每个无线电连接都像雷达一样工作。你可以看到它可以用于许多事情,包括无人机检测。网络可以看到一切移动的东西,一切飞行的东西。
Yes. I can't tell you how many people are interested in this drone detection technology. You just read the news, you see it. But, this is awesome. 6G is going to be a big change in the industry because in addition of communications, in addition of the connectivity, I think, for the age of AI, in addition of enabling all of us to be walking cameras with glasses to see what I see, sending high-definition video to the cloud. The other thing is every radio connection, there's something 6G called Isaac, an integrated sensing and connectivity. So, every radio connection works as a radar. And you can see you can be used for many things, including drone detection. The network can see everything that moves, everything that flies.
这很漂亮,我是说,亲眼看到,我无言以对。
This is pretty, I mean, seeing it in person, I'm speechless.
是的。
Yeah.
所以,这是内部。
So, this is the inside.
6G 将能够成为全球国家安全的一个非常重要的部分,即检测无人机的能力。你将需要拥有 AI 模型。
6G will be able to be a very important, I think, a part of globally national security, the ability to detect drones. You're going to have to have AI models.
是的。
Yeah.
它们将基于射频的传播方面进行训练。这不是语言。这是不同的东西。它被称为物理 AI。你必须在无线电基站运行这些模型。所以,现在有很多针对 6G 的研发正在进行,6G 将在 2029 年到来。关于公司,我可以谦虚地说一件事,高通理解无线电通信。我认为我们会在这方面做得很好。
They are going to be trained on the propagation aspects of radio frequency. This is not a language. This is something different. It's called physical AI. And you got to run those models at radio base stations. So, there's a lot of R&D that is happening right now for 6G that's coming in by 2029. One thing I can say about the company, in all humility, Qualcomm understand radio communication. And I think we're going to do a good job at this.
太棒了。当我听到你对细节充满热情,你知道,工程背景,有时你必须阻止自己尝试去做事情。
It's great. When I hear you passionate about the details about, you know, engineering background, and sometimes you have to stop from trying to do things.
有时作为 CEO,这有点直觉。如果你开始自己做事,你就会成为瓶颈。
It's a little bit of gut feeling some as a CEO sometimes. If you started to do things yourself, you will become the bottleneck.
是的。
Yes.
但有时你看着某件事说:“这太明显了。我需要帮助他们。我要停下我正在做的事。我要自己来做。”是的,我有那些时刻,这是在公司待久了的一部分,是了解不同组织的人、了解技术的一部分,然后我忍不住。
But then sometimes you look at something and you say, "This is so obvious. I need to help them. I'm just going to stop what I'm doing. I'm going to do it myself." Yeah, I have those moments and it's part of being in the company for a long time, part of knowing the people across different organizations, knowing the technology, and then I can't help it.
我喜欢。高通正在多个创新方向上建设,亲眼看到一种想法经常渗透到另一种想法中,一个解决方案如何意外地开辟出解决完全不同问题的道路,这很酷。
I love it. Qualcomm was building in a bunch of innovative directions, and it was cool to see firsthand how often one idea seemed to bleed into another, how one solution could unexpectedly carve a path to solving something else entirely.
但关于机器人,它结合了我们在汽车领域所做的一切,以及你在手机领域所做的一切。从汽车领域,安全性,非常强大,你知道,高强度处理的边缘 AI,想想机器人的神经系统,想想运动控制。但是,你需要带来移动行业的高水平集成。感知、视觉支持、摄像头和传感器的集成,更重要的是,电池寿命。如果你想让一个 20,000 美元的机器人成本降到 5,000 美元,你需要能够集成一切。
But the thing about robots, it combines everything we did in auto, where everything you're doing in phones. From automotive, the safety, the very robust, you know, high intensity processing edge AI, think about the nervous system that the robot, think about the motion control. But then, you need to bring the high level of integration that you have in the mobile industry. Perception, support for vision, integration of camera and sensors, and more importantly, battery life. If you want a $20,000 robot to cost $5,000, you need to be able to integrate everything.
在这样的地方,未来可能看起来相当未完成。但也许这就是重点。这里没有什么是完成的。
In a place like this, the future can look pretty unfinished. But maybe that's the point. Nothing here is finished yet.
你必须看着这一切,想象它可能变成什么。
You have to look at all of this and imagine what it might become.
我知道这是一个实验室。
I know it's a lab.
是吗
Is it
这是一个实验室,但如果你能看穿实验室,你看到的是一个零售店。你看到像超市吗?你看到了吗?你有货架和一切。所以我们一直在谈论我企业的数字化转型。其中大部分又是,企业数据转移到云端。
It's a lab, but if you can see through the lab, what you see is a retail store. Do you see like a supermarket? Do you see it? You have shelves and everything. So, we've been talking about digital transformation of my enterprise. And most of that was again, enterprise data moved to the cloud.
是的。
Yeah.
但现实是,当你考虑边缘的连接性、计算和 AI 时,你可以改变整个公司的运作方式,尤其是当你考虑物理资产时。
But the reality is, when you think about connectivity, computing, and AI at the edge, you can transform how the entire company works, especially when you think about the physical assets.
是的。这家店是为了展示高通的技术如何将更多物理世界上线。数字货架标签是一个起点。一种更快更新价格和产品信息的方式。然后,微型 LED 照明系统帮助人们更快地补货和定位所需物品。现在,通过蓝牙、视频和无线信号的融合,他们能够跟踪产品和人员在空间中的位置。一旦物理环境被映射,AI 就可以利用这些信息帮助自动化商店运营的几乎每个方面。这些空货架很快成为高通和 Cristiano 看待未来的门户。
Yeah. The store was built to show how Qualcomm's tech can bring more of the physical world online. Digital shelf labels were a starting point. A faster way to update prices and product information. Then, tiny LED lighting systems help people stock and locate what they need quicker. Now, with a blend of Bluetooth, video, and wireless signals, they're able to track where products and people are in space. And once that physical environment is mapped, AI can use that information to help automate almost every aspect of how a store operates. These empty shelves quickly became a gateway into the way Qualcomm and Cristiano see the future.
我首先想到的是,就在我们走的地方,我说:“我们将用这个来训练零售机器人。我们可以利用这个。”
First thing that came to my mind as and that's where we're walking, I said, "We're going to use this to train robots in retail. We can leverage this."
我们在这里,但你已经在思考它走向的三步之后了。
We're here, but you're already thinking three steps ahead of where it goes.
我要说,我们对工业的愿景可能被误解了。我认为投资者一直在追踪数字,但他们有点误解了它是什么。嗯,例如,当我们说需求实际上受解决方案可用性的限制时。我认为对于普通人来说,当 AI 到来时,AI 将改变一切。它将改变你如何购买、如何支付。我认为你接触过所有不同技术的底层,因为这是一个物理世界。就像事物。不仅仅是云上运行的软件。你必须考虑定价。你必须考虑导航到商店。你需要考虑定位某人。你会考虑那个环境中的机器人以及如何跟踪包裹。但是,我认为这在零售业中将是真实的。这将是真实的。当然,在仓储、制造、医疗、能源方面很容易看到。这很令人兴奋。我认为这是 AI 的一部分,尚未被理解,但它将是下一个飞跃。
I will say our vision on industrial has been probably misunderstood. I think the investors been tracking the numbers, but they kind of misunderstood what it is. Um and when we say, for example, demand is actually bound by the availability of solutions. I think for the average person as when AI arrive, and AI is going to change everything. It's going to change how you're going to buy, how you're going to pay. And there's a lot of things I think you've been exposed to the underbelly of all of the different technologies since to go to because it's like a physical world. It's like things. It's not just software running on the cloud. You have to think about pricing. You have to think about navigating to the store. You need to think about locating someone. You're going to think about robots in that environment and how you track packages. But, I think that's going to be true in retail. It's going to be true. Of course, it's easy to see on warehousing, on manufacturing, on healthcare, on energy. And it's exciting. I think it's that's a part of AI which is not yet understood, but it's going to be the next jump.
当我们离开仓库时,我一直在思考这一点。一个活生生的、会呼吸的物理世界数字地图。事物在哪里,它们在哪里移动,以及能够理解并采取行动的软件。这比一个更智能的杂货店要大得多。通过这个视角,高通的大胆赌注开始变得更加清晰。Cristiano 看到的未来,那个未来需要所有这一切的协调。我跟随 Cristiano 度过了一天。看到了创新,看到了他的行动,但我想花一分钟坐下来,集中注意力,真正了解他对领导力的看法。
I kept thinking about that as we left the warehouse. A living, breathing digital map of the physical world. Where things are, where they're moving, and software that can understand and act on all of it. That's a much bigger idea than a smarter grocery store. And through that lens, Qualcomm's bold bet started to come into sharper focus. The future Cristiano sees, that future requires alignment of it all. I followed Cristiano throughout his day. Saw the innovation, saw him in action, but I wanted to take a minute to sit down, focus, and really pick his brain about leadership.
你知道,当我们坐在这里,放松地回顾我参与你一天工作的所见所闻时,人们看不到的 CEO 工作有哪些?具体对你来说呢?
You know, as we sit here and relax from what I saw being a part of your day, what are some of the things that people don't see a CEO does? Like specifically for you?
首先,是管理人才。你知道,每个人都有不同的技能、抱负、想做的事情、擅长的事情,以及你需要帮助他们实现的目标。你必须把个人的技能与工作匹配起来,因为你自己无法完成所有事情。你必须真正建立一个组织来完成它。让自己周围都是比你更优秀的人。所以,人的因素非常重要。另一件事是你会听到很多声音。你总是会得到很多意见。很多人认为这是你需要做的,那是你需要做的。但是,你想通过输入来校准自己的思考。你如何梳理这些并做出决策。
First of all, managing people. And you know, everybody has different skills, aspirations, things that they want to do, things that they're doing very well, things you need to help them get there. You have to match skills of the individuals to the job because you cannot do anything yourself. You have to really build an organization to do it. Surround yourself with people that are going to be better than yourself. So, this whole element of people is big. The other thing is you get a lot of voices. You always get a lot of opinions. A lot of people think this is what you need to do. This is what you need to do. But, you want to calibrate your own thinking with input. How you sort that and you make decisions.
对。我的意思是,无论哪一边,你都可能陷入兔子洞。有什么能让你回到 Cristiano 的平衡决策状态吗?
Right. I mean, on either side you can go down the rabbit hole. Is there anything that brings you back to the Cristiano balance of making decisions?
哇,我该怎么回答这个问题?你需要数据,也需要直觉。看,在技术领域,尤其是这个行业,事情变化非常非常快。所以,这个方面有趣的是,当你问太多数据、太多直觉时,你必须有一个平衡,因为数据有时只存在于现在和过去,不存在于未来。例如,不是批评任何人,不是批评,所有事情都很重要。但通常金融市场的决策是基于过去和现在。你试图根据过去预测未来,但有时未来会走向不同的方向。看看我们在 AI 中的这种对话。所以数据非常重要。人们说的“你无法管理你无法衡量的东西”是有道理的。这是真的。但这还不够,尤其是在技术领域,因为你必须对未来可能性有一点直觉。你必须承担一些风险。你必须接受你做出的决定。有时会好,有时会坏。我认为尤其是对于正在重塑自身的公司来说,这一点非常正确。
Wow, how do I answer that question? You need data and you need your gut feeling. Look, in technology, and especially in this sector, things change. Things are changing very, very fast. So, the interesting thing about this aspect, when you ask about too much data, too much intuition, you have to have a balance because data sometimes exists from the present and the past. Doesn't exist for the future. So, for example, not criticizing anybody, not criticizing, all things are important. But, usually financial markets decision-making is past and present. You try to project the future based on the past, but sometimes the future is going to go in a different direction. Just look at this kind of conversation we have in AI. So data is incredibly important. There is truth in what people say, you cannot manage what you cannot measure. It's true. But, it's not sufficient, especially in technology because you have to have intuition a little bit of what the possibilities are going to be in the future. You have to take some risk. You have to live with the decision you make. Sometimes going to be good. Sometimes going to be bad. And I think especially for companies that are reinventing themselves, that is very true.
嗯,我从你的声音中听出了这一点,如果我错了请纠正我,关于你正在做的这个大胆赌注,我想你谈到了市场如何反应,作为世界顶级公司之一的领导者,你可能没有得到足够的认可或信任?你在摇头吗?你大概知道我要说什么吧?
Well, I hear this in your voice and you correct me if I'm wrong, but about this bold bet that you're making and I think you talked about how markets are reacting to what you as a leader of one of the top companies in the world that you're making that maybe they may not be recognizing or giving you enough credit for in the future? Are you shaking your head? You kind of know where I'm going with this?
不,不,这是个好问题。看,
No, no, it's a good question. Look,
是什么?是什么?我知道我有感觉我知道是什么,但我想听你说。
What is it? What is it? I know I have a feeling I know what it is, but I want to hear it from you.
不,看,这是一个很好的话题。我认为有两个话题。一个话题我会具体回答这个问题。这是一种快速综合征,对吧?是的,我们总是因为移动而获得认可。我们因为通信而获得认可。我们还没有因为计算而获得充分认可。当我们说我们要进军汽车领域时,我们没有得到任何认可。你知道,人们说:“你没买 NXP。你不会成功的。”现在我们因为汽车而获得认可。我们仍然没有因为我们在工业和边缘计算方面所做的工作而获得很多认可。如果人们有感觉,“哦,高通,你知道,如果边缘计算发生,他们可能是一个参与者。”当然,我们在数据中心方面没有得到任何认可,这没关系。所以,答案的第二部分是,归根结底,你知道,这归结为你是否有正确的技术?你是否有正确的产品?产品自己会说话。所以,我的一部分是,我会继续重复信息,说:“这是你应该相信高通的全部理由。这是趋势。这是我们拥有的一些资产。”我的另一部分是,“啊,没关系。我只会继续执行,它会像 Altair 一样。当我们出现时,人们会说,‘哦,看看你建造了什么。’”这就是我们的工作,我们会继续做下去。
No, look, that's a great topic of conversation. I think there are two topics. One topic I'll be specific on the question. It's a quick syndrome, right? Yes, we always got credit for mobile. We got credit for communications. We don't yet get full credit for computing. And we didn't get any credit when we said we're going to go automotive. You know, people said, "You didn't buy NXP. You're not going to be successful." Now we're getting credit for automotive. We still don't get a lot of credit for what we're doing on the industrial and the edge. If people have a feeling, "Oh, Qualcomm, you know, if the edge happens, they may be a player." And of course we're not getting no credit on the data center, which is fine. So, the second part of the answer is at the end of the day, you know, it comes down to do you have the right technology? Do you have the right products? And the product speaks for itself. So, one part of me is I will keep repeating the message and say, "Here's all the reasons why you should believe in Qualcomm. Here's what the trend is. Here are some of the assets that we have." Other part of me is, "Ah, it's okay. I'm just going to continue to execute and it's going to be like Altair. When we show up, people are going to say, 'Oh, look what you built.'" And that's our job and we'll just continue to be doing.
令人沮丧。我的意思是,听你说一点让我感到沮丧,我说:“嘿,到 2029 年数据中心 150 亿美元是小的。”
to be frustrating. I mean, it's frustrating for me listening a little bit to you where I say, "Hey, $15 billion by 2029 in data centers is small."
对高通来说并不令人沮丧。这是我们的历史。想想看。当我们作为一家公司起步时,我们说:“CDMA 是最好的技术。”人们说:“CDMA 行不通。作为一项技术甚至不可能。”所以,没关系。我认为公司就是要证明别人错了。因此,我们坚持我们的传统。
Not frustrating for Qualcomm. This is our history. Just think about that. When we start as a company, we said, "CDMA is the best technology." People said, "CDMA doesn't work. It's not even possible as a technology." So, it's okay. I think the company is about proving people wrong. And so, we stick with our traditions.
嗯,你说得很有趣,能够跟随你一整天并与你的一些员工互动,你知道,就是“把工作完成”。我的意思是,我的收获是,把工作完成,弄清楚,继续推进。这就是我的收获。
Well, it's funny that you say that being able to follow you all day and interacting with some of your employees, you know, it's let's get the work done. I mean, what I took away, let's get the work done, let's figure it out, and keep pushing forward. Is that's that was my takeaway.
是的。这就是我说的。50% 是让我们相信自己。让我们相信自己。我们的基础,高通的基础是我们的技术能力。我认为投资者可以对我们是否在某个领域和另一个领域取得成功有意见,但有一件事是真实的,我谦虚地说。没有人争论高通拥有技术能力。是的。我认为我们有。我认为这就是我们需要的。我们会继续在此基础上建设。
Yeah. That's what I said. 50% is let's believe in ourselves. Let's believe in ourselves. Our ground, the Qualcomm ground is our technology capability. I think investors can have an opinion about whether we're succeeding one area and the other area, but one thing is actually true, and I'm saying this in all humility. Nobody argues about Qualcomm have technology capability. Yeah. I think we do. And I think that's what we need. And we'll keep building on that.
所以,我想做几个快速问答。那很酷。你准备好了吗?
So, I want to do a couple rapid-fire questions. That's cool. You ready?
来吧。是的,我准备好了。
Go ahead. Yeah, I'm ready.
好的。领导力的未来第一个词是
Okay. What's the first word that comes out of the future of leadership is
适应性。
adaptability.
未来的 AI 是
The future AI is
分布式的。
distributed.
你一天中什么时候做最重要的决定?
When do you make the most important decisions throughout the day?
我不是一个早起的人。我在下午和晚上做得更好。尤其是,最重要的会议会安排在一天结束时,因为那时是开放式的。
I do I'm not a morning person. I do better in the afternoon and the evening. And especially, the most important meetings will be scheduled at the end of the day because then it's open-ended.
这对听众来说是个小贴士。
That's a tip right there for those listening to this.
有没有你想摆脱的会议?
Is there a meeting you would love to get rid of?
嗯,有,但我不想说。我不想
Um there is, but I don't want to say it. I don't want
我看到那边很多笑容,Cristiano。
I see a lot of smiles over there, Cristiano.
在我这么说之前,我可能得请这里的一些人离开。
I may have to ask some people here to leave before I say that.
你永远不会委托的一件事是什么?
What's one thing that you would never delegate?
你可以委托责任。你永远不能委托问责。
You delegate responsibility. You can never delegate accountability.
我会记下这一点。我喜欢这个答案。嗯,作为 CEO 最大的误解是什么?
I'll put an earmark on that. I love that answer. Um what is the biggest misconception for being a CEO?
每个人都会告诉你 CEO 是一个孤独的工作。你知道,在某些方面确实如此。但它不一定是孤独的工作。
Everybody will tell you the CEO is a lonely job. And you know, in some aspect it is. But it doesn't have to be a lonely job.
你看,其实不必如此。你走进一个房间,大家都很安静。你只是团队的一员,你只是拥有别人的信任。他们会听你的,但你不必把它变成那样。我非常努力地确保这不是一份孤独的工作,因为我归根结底是个喜欢与人打交道的人。
Look, it doesn't have to be. You walk into a room, everybody is quiet. You're just a member of the team, and you just have the trust of others. They're going to listen to you, but you don't have to make it so. I work very hard to make sure it's not a lonely job, because I'm a people person at the end of the day.
Cristiano 是工程师出身,一路做到执掌一家全球科技巨头。他凭借这份丰富的经验和扎实的根基来领导,跟随自己的直觉走向一个尚未完全实现的未来。变化是必然的。但正如他所说,重塑是刻在高通 DNA 里的。也许事情本就该如此。
Cristiano is an engineer by training who worked his way up to running a global tech giant. He leads with that wealth of experience and from a solid foundation, by following his instincts into a future that is not completely realized yet. Change is certain. But like he said, reinvention is in Qualcomm's DNA. And maybe that's exactly how it should be.