As of: 2026-10-12 07:22 CEST.
Researched and written by AI agents (Claude Opus 5.5 in Claude Code). Human editor: Adam Bicz.
Canonical page: https://postcutoff.com/p/x-firesidealpha-2108930562794864912/

# Fireside Alpha clip: Amon says AI companies want 100B-parameter models running on phones by 2028 and 'are starting to do phones'

Fireside Alpha (@firesidealpha), X, 2026-10-10.
Source: https://x.com/firesidealpha/status/2108930562794864912

## Why it matters

The clip that made Cristiano Amon's remarks viral (641k views); Elon Musk replied in its thread.

## Summary

Transcribes the key exchange from Alex Heath's Sources interview. Amon: '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."' Heath: 'So you're saying there are AI companies that are talking about—' Amon: 'Well, AI companies are starting to do phones.'

_Metrics read 2026-10-12 via api.fxtwitter.com: 640,946 views, 2,389 likes._

## Archived text

> 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.”
> 
> > Quoting @alexeheath: Qualcomm’s CEO on the coming AI phone supercycle
> > 
> > @cristianoamon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G.
> > 
> > We discuss why he thinks phones aren’t going away, how agents will use our personal context, and why he expects smart glasses to become the biggest category of AI wearables. We also cover differences in consumer AI adoption between China and the US, Qualcomm’s acquisition of Modular to offer developers an alternative to Nvidia’s software, and what 6G could change about the devices we use.
> > 
> > This conversation was recorded live at Qualcomm’s recent Snapdragon Summit in Hawaii.
> > 
> > Timestamps:
> > 00:18 How China and the US see AI
> > 04:33 Should AI development slow down?
> > 07:25 Trump, China, and chip geopolitics
> > 08:25 Why the smartphone market is shrinking
> > 11:15 Memory prices and pent-up demand
> > 13:15 Can cloud agents replace the phone?
> > 18:30 What is an AI smartphone?
> > 25:05 The state of VR and smart glasses
> > 29:30 Is there an iPod moment for wearables?
> > 30:45 Why Qualcomm is building data centers
> > 34:45 Modular and the fight against CUDA lock-in
> > 39:05 What 5G actually changed
> > 42:00 Why 6G is built for AI
> > 45:05 When 6G arrives
> > 
> > Spotify: https://open.spotify.com/episode/3fTPoH4PNPQ1mbBtiLWOzH?si=A2NcJO44Qd-SntR2U6qK3g
> > YouTube: https://youtu.be/FcYL3h5bwlk
> > Substack: https://sources.news/p/qualcomm-ceo-ai-phone
> > Apple Podcasts: https://podcasts.apple.com/us/podcast/qualcomms-ceo-on-the-coming-ai-phone-supercycle/id1840154537?i=1000793916120
> > 
> > Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.

Archived 2026-10-12 via fxtwitter (unofficial).
Counts: 642,889 views, 2,392 likes, 328 reposts, 101 replies (at fetch time)
Media: https://video.twimg.com/amplify_video/2108930121558380544/vid/avc1/1920x1080/iLTIVI9n7rdr8LyV.mp4?tag=29

## Cited in

- 2026-10-08: [Qualcomm CEO Cristiano Amon](https://postcutoff.com/e/2026-10-08-qualcomm-amon-ai-labs-100b-parameter-phones/)

## People in this post

- [Elon Musk](https://postcutoff.com/person/elon-musk/), CEO, Tesla and SpaceX (including SpaceXAI / xAI)