quote: tremendous alpha in every episode of Sources https://x.com/firesidealpha/status/2108930562794864912 | Qualcomm CEO reveals AI companies want phones running 100-billion-parameter models continuously by 2028--and confirms some are building phones Cristiano Amon: “I have to be careful not to disclose names, but some AI companies—some of the companies at the forefront of AI—are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a 100-billion-parameter model in a phone, and I need to have this thing running kind of all the time.’” Alex Heath: “So you’re saying there are AI companies that are talking about—” Cristiano Amon: “Well, AI companies are starting to do phones.”