The neXt Curve reThink Podcast

Send us Fan Mail Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Microsoft's big developer event of the year - Build 2024 held at the Seattle Conference Center.  Generative AI was the order of the day as was the big news, Copilot+ PC and a new era for the PC ushered in by Windows on Arm with Qualcomm's Snapdragon X Series of AI PC processors. The conference was dominated...

Send us Fan Mail Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "The Radio to the RIC" to go through the key findings of Earl's baseband and radio reports for 2024. Earl & Leonard talk cover the following: Overview of the new EJL Wireless Research report (1:22) The outlook for 2024 and 2025 for radios and baseband markets (4:02) Key marke...

Send us Fan Mail Roy Chua of AvidThink joins Leonard Lee of neXt Curve to have a recap of RSA Conference 2024 held at the Moscone Center in San Francisco, CA May 6th to the 9th. Yes, AI was the order of the week, especially generative AI. What has the impact been on the cybersecurity industry and how has it enabled the threat actors who are eyeing the emerging technology for force multiplication?...

Send us Fan Mail In this installment of the neXt Curve reThink podcast, Leonard Lee of neXt Curve has a chat with Dr. Jeffrey Funk, well-known hypeslayer and technologist, to talk about unicorns, hypes & bubbles which also happens to be the title of his upcoming book on the dynamics of the constant stream of tech hype that dominates our tech discourse.  The Leonard and Dr. Funk discuss: The re...

Send us Fan Mail In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from Intel's Vision 2024 event which took place in Phoenix, AZ.  The duo talk and debate about: Introduction to Intel Vision 2024 (2:49) Gaudi 3 - King of the Gen A accelerator hill? (2:55) The power efficie...

Send us Fan Mail In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve has a chat with Nitin Kumar, Qualcomm's VP of Product Management of Snapdragon Chipsets, at a special Snapdragon X Series preview event held in San Francisco to ponder the question of why the NPU matters for the AI PC and how it defines new AI-enabled experiences for PC use...

Send us Fan Mail In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from NVIDIA's GTC 2024 event which took place this week in person for the first time in five years. Leonard and Karl were there live partaking in the energy in the NVIDIA ecosystem fueled by generative AI hy...

Send us Fan Mail Patrick Lopez of {Core Analysis} and Earl Lum of EJL Wireless Research join Leonard Lee of neXt Curve to have a Radio Access Network (RAN) focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Patrick and Earl are two of the leading telco industry analysts who have covered MWC for years focusing on telco infrastructure and RAN radios respectively. Le...

Send us Fan Mail Roy Chua of AvidThink and Prakash Sangam of Tantra Analyst join Leonard Lee of neXt Curve to have a telco focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Roy and Prakash are two of the leading telco industry analysts who have covered MWC for years.  We wanted to get these two experts in a dialogue about: Impressions of MWC 2024 from the analyst...

Send us Fan Mail neXt Curve in partnership with Transforma Insights bring you our joint recap of Mobile World Congress 2024, which occurred last week in Barcelona, Spain, drawing over 100K attendees. This recap is presented by Matt Hatton, Co-founder and Principal at Transforma Insights and Leonard Lee, Executive Analyst at neXt Curve. neXt Curve was very excited to partner with Transforma Insight...

Send us Fan Mail Welcome to the neXt Curve reThink series that focuses on the state of Open RAN and the future of open standards and technologies in mobile wireless infrastructure - The Radio to the RIC. In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous of balena.io provide their full recap of their puts and takes from Mobile World Congress 2024 held...

Send us Fan Mail neXt Curve and Transforma Insights are excited to announce our new collaboration, "The Essential Validated Insights Podcast" which we are starting this year with the mission to provide enterprises and the IoT ecosystem with thought leadership and tech insights essential to navigating the trends shaping industries and markets. Matt Hatton and Jim Morrish, Co-Founders of T...

Send us Fan Mail In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the emerging trend of custom AI chips that is starting to get a lot of attention in the semiconductor industry. Why is this happening and what is driving the interest and the economics of going with ASICs for AI and accelerated...

Send us Fan Mail Leonard Lee, Executive Analyst at neXt Curve, provides his take on the Vision Pro by Apple after more than a week of exploratory but intense use. We talk about: (0:55) What exceeded Leonard's expectations (5:05) What fell short of Leonard's expectations (8:05) Leonard's final analysis of the Vision Pro Feel free to comment and share your own Vision Pro experience. W...

Send us Fan Mail In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the AI PC. A lot of fanfare was generated by the big chip companies going into CES 2024 with the anticipation that this new breed of personal computer will drive consumer and enterprise excitement and hopefully an AI PC super cy...

Send us Fan Mail neXt Curve is very excited to partner with Transforma Insights in bringing what we call Essential Validated Insights to our clients and the industry as well as at Mobile World Congress 2024 taking place later this month. Matt Hatton and Jim Morrish of Transforma and Leonard Lee of  neXt Curve will be in Barcelona to meet with companies to get a feel for the state of #5G, #IoT, #nt...

Send us Fan Mail Welcome to the neXt Curve reThink series that focuses on the state of Open RAN and the future of open standards and technologies in mobile wireless infrastructure - The Radio to the RIC. Leonard Lee of neXt Curve and Earl Lum of EJL Wireless Research will be taking the Radio to the RIC Podcast to Barcelona for MWC 2024 with a research agenda focused on the state of the RAN and mob...

Send us Fan Mail neXt Curve's Leonard Lee and Ian Cutress, Chief Analyst of More Than Moore discuss Ian's thoughts on what will matter in 2024 and how industry and technology trends will shape the dynamic of the markets that will form around AI, in particular generative AI which was such a force in 2023. How will the AI tech matter to end users in 2024? Tune in and find out! Leonard and...

Send us Fan Mail Welcome to the neXt Curve reThink series that focuses on the state and future of the semiconductor industry - Silicon Futures. In this installment of the Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about profitability and the monetization of generative AI. It's a matter of debated between the two analysts who don't see e...

Send us Fan Mail neXt Curve's Leonard Lee and Prakash Sangam of Tantra Analyst share their key takes and insights from Samsung's Galaxy Unpacked 2024 which was held at the SAP Center in San Jose, CA on the 17th of January 2024. The event unveiled Galaxy AI, the new line of Galaxy S24 smartphones, and just one more thing. Leonard and Prakash discuss: * Introducing Samsung Galaxy Unpacked...

Send us Fan Mail neXt Curve in partnership with Transforma Insights bring you our joint recap of #CES2024 , which occurred last week in Las Vegas drawing over 130K attendees and over 4,500 exhibitors. This recap is presented by Jim Morrish, Co-founder and Principal at Transforma Insights and Leonard Lee, Executive Analyst at neXt Curve. neXt Curve was very excited to partner with Transforma Insigh...

Send us Fan Mail neXt Curve's Leonard Lee and Prakash Sangam of Tantra Analyst share their key takes from Silverlinings' inaugural Cloud Executive Summit 2023 held on December 7 to 8, 2023 in Sonoma, CA. The event assembled 80+ industry experts, cloud vendors, and luminaries and engaged them in a well-crafted program of discussion and debate on the emerging and critical cloud topics of t...

Send us Fan Mail Leonard Lee of neXt Curve had a chat with Dr. Oxana Pickeral, VP & GM of Connected Life Sciences & Logistics at Honeywell Connected Enterprise (HCE) to discuss closing the loop between quality and control. Leonard and Dr. Pickeral also discuss how Honeywell Connected Life Sciences is working with some of the leading organizations in the pharma and biosciences sectors to im...

Send us Fan Mail Welcome to the neXt Curve reThink series that focuses on the state and future of the semiconductor industry - Silicon Futures. In this installment of the Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the fast-morphing competitive landscape of data center AI (generative AI to be specific) currently dominated by NVIDIA, and the...

Send us Fan Mail Welcome to the neXt Curve reThink series that focuses on the matters of trust and privacy in a fast changing digital landscape - The State of Privacy & Trust. In this installment of The State of Privacy & Trust series, Leonard Lee of neXt Curve and Debbie Reynolds of Debbie Reynolds Consulting LLC discuss the fast-evolving world of digital personalization. It is everywhere...