Comment by potatolicious 7 days ago
Yeah I'm kind of puzzled by what Qualcomm is getting out of this.
Arduino has so little presence in production devices and is largely an enthusiast and hobbyist product. To be clear, this is good! Having well-supported high-quality enthusiast products is awesome.
But it just doesn't... seem to overlap with the bulk of Qualcomm's business, which is large-scale silicon sales to consumer and industrial clients.
The earlier up the product development stream you can place your product, the bigger share you'll have down the road. There's the saying about planning for 1 year, rice, 20 years, trees, 100 years schools. Windows is the leader because most kids grow up using windows in elementary school and blindly continue on. If you own arduino, maybe they start on ardunio, continue on to qualcomm products, and they're already trained in the qualcomm ecosystem before they've started engineering school. Adobe famously was very lax on closing Photoshop cracks in the early 2000s and trained up an entire generation on their product with great success.
To be selling shovels for the gold rush of AI-enabled embedded devices.
Is it going to happen? I don't know. But ollama on an SBC is a sandbox I'd play in.