Cristiano Amon on the AI Agent Revolution

Qualcomm CEO Cristiano Amon envisions AI agents as the new interface, moving beyond traditional apps. These agents will be integrated into new devices like smart glasses, earbuds, and jewelry, offering seamless interaction and contextual awareness. While this “agentic experience” is compelling, balancing privacy and functionality will be key, and it raises questions about the future dominance of established tech giants.

Cristiano Amon on the AI Agent Revolution

Imagine stepping into a future where your eyewear is more than just a visual aid; it’s a portal to seamless, AI-powered interaction. Picture yourself walking down the street, a thought flickers: a dinner reservation. Instead of fumbling for your smartphone, you simply speak. A sophisticated digital assistant, orchestrating across various applications—from restaurant booking platforms to payment services and email for confirmation—instantly secures your table and sends a confirmation directly to your visual display.

This is the emerging landscape of AI agents, woven into a new generation of consumer devices, as envisioned by Cristiano Amon, CEO of Qualcomm, a company pivotal to the technology powering our connected lives. Amon shared this vision, explaining how these agents will serve as the new interface, transcending the traditional app paradigm.

“Apps are not dead, but apps are going to change,” Amon stated in a recent interview. “Those agents are going to be the new app.”

Cristiano Amon, president and CEO of Qualcomm, speaks at CES 2026.

Steve Marcus | Reuters

Our ongoing conversations with Amon have often centered on the evolution of the smartphone, a device that has continually pushed the boundaries of innovation with advancements like foldable displays and sophisticated camera systems. While digital assistants from tech giants like Apple’s Siri and Samsung’s Bixby have been available for years, they have yet to fully realize their potential. However, with the rapid advancements in artificial intelligence models, these assistants are poised for a significant leap in capability.

This evolution in AI also signifies a fundamental shift in the hardware that underpins our digital existence. “The phone is around the agent. The new classes of devices… are going to be around the agent as well,” Amon elaborated. This paradigm shift is expected to catalyze a new wave of device innovation.

Qualcomm is actively exploring this frontier, with Amon revealing the company is working on over 40 distinct designs for AI-powered gadgets. These include not only advanced smart glasses but also innovative concepts like jewelry, earbuds equipped with cameras, smart pins, and next-generation watches. The underlying principle is to create devices that are always with the user, capable of perceiving the surrounding environment to provide contextual awareness and effortless access to AI agents.

While Amon expresses excitement for the breadth of potential AI-enabled wearables, he holds a particular conviction in the future of smart glasses. He anticipates they could eventually rival the smartphone in market dominance, a sector that saw over 1.2 billion units shipped globally last year. The prospect of an “agentic experience” on consumer devices is undeniably compelling, offering vast potential use cases. However, the success of this transition will hinge on a delicate balance between user privacy and enhanced functionality. As AI agents become more integrated into our daily lives, addressing privacy concerns will be paramount.

Furthermore, this technological transformation raises intriguing questions about the broader device ecosystem. Will this new era of AI gadgets challenge the established dominance of industry leaders like Apple and Samsung, or will these companies strategically lead the charge in this innovative wave?

Industry Moves and Insights

CEOs of leading AI firms, including Anthropic and Google DeepMind, have advocated for a U.S.-led international coalition to shape the regulatory framework and standards governing artificial intelligence. This call to action emerged during high-level discussions involving tech leaders and heads of state, underscoring the global imperative to guide AI development responsibly.

Intel’s stock experienced a significant surge following reports that the company is set to collaborate with Apple on U.S.-based chip design initiatives, signaling a potential boost for domestic semiconductor manufacturing capabilities.

Nvidia is reportedly preparing to raise approximately $20 billion in debt, marking its first significant foray into the bond market since the commencement of the artificial intelligence boom. This move indicates the chipmaker’s strategic financial planning to fuel its aggressive expansion and research and development efforts in the AI sector.

Waymo, the self-driving technology company, has initiated a voluntary recall of nearly 3,900 of its robotaxis across the United States. The recall is a proactive measure to address software glitches that led to instances of vehicles inadvertently entering freeway construction zones, highlighting the ongoing challenges and rigorous safety protocols in autonomous vehicle deployment.

Yann LeCun, a prominent figure in AI research and founder of AMI Labs, has expressed skepticism regarding the current trajectory of Elon Musk’s xAI venture, suggesting it may struggle to compete at the forefront of artificial intelligence. LeCun shared his perspectives on potential market volatilities and the risks of an “AI bubble explosion” within the industry.

Quote of the Week

SpaceX President and Chief Operating Officer Gwynne Shotwell celebrates a milestone.

Spencer Platt | Getty Images News | Getty Images

The Quote: “While Elon’s setting the vision, she’s the one making sure it gets delivered,” remarked Nathan Silvernail, a former engineer at SpaceX, reflecting on the operational prowess of the company’s President and Chief Operating Officer, Gwynne Shotwell.

The Big Picture: Silvernail’s sentiment underscores the crucial role of Shotwell, one of Elon Musk’s earliest hires. She has been instrumental in leading SpaceX’s day-to-day operations and managing its rapidly expanding workforce of 22,000 employees, ensuring the company’s ambitious visions are transformed into tangible achievements.

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