It starts by asking how to save Qualcomm, and I think they're actually semi somewhat starting to turn the corner, by getting more of their stuff up streamed. T

It starts by asking how to save Qualcomm, and I think they're actually semi somewhat starting to turn the corner, by getting more of their stuff up streamed. The chromebook grade application processors lead the charge. But we're seeing wifi router & phone chips also getting upstream support. Enabling people to build neat devices & alternatives can generate net new demand, open markets. But people need access to dev tools & chips at reasonable prices with low barriers, and they need software support to build on top of. For a long time the whole universe of making connected devices of any kind has been deeply foreboding, filled with barriers everywhere, and that's finally getting a little better. Buying chips is, however, still really really really hard. Android themselves getting to be more up streamed & less special stack is another slow burning change that I think will help their platform. Chromebook doing Android apps is a genetic infusion of possibility into a kind of sterile corporate ware os, bridges a gross gap. Android is still distinctly Android & uninterested, but at least there's some technical possibility of hybridization that's now starting.