))
The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector. Topics we cover include: -> Art ...
…
continue reading
Send us a text The 5G Americas Analyst Forum 2024 took place in Dallas. Leonard Lee of neXt Curve, Earl Lum of EJL Wireless Research, and Prakash Sangam of Tantra Analyst were there. This year's event highlighted the need for 5G standalone deployment to enable advanced features. The event also focused on the complexity of Latin America’s wireless i…
…
continue reading
1
Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)
30:05
Send us a text Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve on the October 2024 edition of Silicon Futures to talk about the hot topics in the semiconductor industry and technology. It's busy season for analysts who are bouncing around the world attending the deluge of industry and company events. Tha…
…
continue reading
Send us a text At MWC Las Vegas 2024, the absence of major operators and the emphasis on enterprise solutions signaled a shift in the industry. While the hype surrounding private networks generated significant interest, the scarcity of new spectrum and the decline in Capex raised concerns about the industry’s future trajectory. As expected AI was p…
…
continue reading
Send us a text Dean Bubley and a group of industry colleagues made a proposition to reset 6G. neXt Curve could not resist but to bring Dean on to chat about the intent behind this call to arms of sorts. Dean joins Leonard Lee discuss the need to reset 6G and Dean's proposal that we take a “maximum usefulness” approach that prioritizes addressing cu…
…
continue reading
Send us a text In this episode of the neXt Curve reThink podcast, renowned industry and tech analyst, Chetan Sharma, joins Leonard Lee of neXt Curve to recap the 15th annual installment of Mobile Future Forward 2024, which brought together industry leaders to discuss the intersection of technology curves, such as 5G and AI, and their impact on the …
…
continue reading
Send us a text The Things Conference 2024 took place in Amsterdam from the 24th to the 25th of September marking the seventhinstallment of what is becoming a key barometer for the state of IoT. neXt Curve had the pleasure of meeting up with Wienke Giezeman, Co-Founder of The Things Industries in the Metaverse with our Vision Pros to talk about wher…
…
continue reading
Send us a text September 2024 was a ridiculously eventful month in the world of semiconductors and AI. With the news cycle dominated by conjecture, rumors, and curious proposals shrouding the future of Intel after what can only be described as a unexpectedly bad quarter, the competitive landscape in the data center, GenAI supercomputing, and AI PC …
…
continue reading
Send us a text Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "From The Radio to the RIC" to discuss their impressions and analysis of some big announcements coming out of Ericsson Enterprise Industry Analyst Day and T-Mobile Capital Markets Day which made many suggestions about the future of the telco indus…
…
continue reading
Send us a text Lenovo held their Lenovo Innovation World 2024 event in Berlin, Germany just before IFA 2024 kicked off the 100th anniversary of what has become one of the largest consumer electronics trade shows in the world. This year, both Lenovo Innovation World and IFA were about the AI PC which has been tending for the better course of the yea…
…
continue reading
Send us a text Prakash of Tantra Analyst joins Leonard Lee of neXt Curve to recap one of the largest consumer electronics trade shows in the world, IFA 2024, which took place in Berlin, Germany. Leonard and Prakash parse through the stuff that matters from IFA 2024: First impressions of IFA 2024 (1:35) Key takes and themes from IFA 2024 (4:37) IFA:…
…
continue reading
1
Analyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor)
37:02
Send us a text In this August installation of the reThink Podcast Silicon Futures analyst corner, neXt Curve's Leonard Lee and Karl Freund of Cambrian AI Research are joined by Jim McGregor of Tirias Research to talk about the hot topics of the month and Hot Chips 2024. Karl, Jim, and I cover the following agenda: 🎱 Hot Chips 2024 overture by Jim (…
…
continue reading
Send us a text AMD recently announced their intent to acquire ZT Systems, a data center systems integrator and ODM based in Secaucus, NJ for $4.9 billion. On the surface, the deal looks like a curious one. Jack Gold, Principal Analyst at J.Gold Associates and tech industry colleague recently posted his thoughts on the nature, the benefits, and the …
…
continue reading
Send us a text Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to coin and discuss what we believe will be a new problem that will impact out digital lives and businesses and digital advertising - Synthetic Engagement. Debbie and Leonard talk about how agentic generative AI applications are a…
…
continue reading
Send us a text One of the biggest items to hit the tech news cycle last week about this time was word that NVIDIA's Blackwell GPUs and associated systems, in particular, their GB200 NVL72 GenAI supercomputing systems would be delayed. There was a lot of confusion about what that meant and the industry and markets took a week to make sense of things…
…
continue reading
Send us a text Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to talk about one of the biggest if not the biggest regulatory shoes to drop on "AI". On August 1, 2024, the EU AI Act came into effect and is poised to shape the future of "AI". Wrought in the midst of the AI hype that preceded t…
…
continue reading
Send us a text Mario Morales, GVP of Semiconductors, Storage and Enabling Technologies of IDC joins Leonard Lee of neXt Curve jump on a reThink Podcast to catch up on the state and outlook of the semiconductor industry. They also touch on some of the hot topics that are shaping the market and the industry landscape at a time when GenAI super-comput…
…
continue reading
Send us a text Prakash of Tantra Analyst joins Leonard Lee of neXt Curve delve into the newest headline in the DOJ's case against Google in an antitrust litigation that was filed in 2020 that concluded with a ruling by U.S. District Judge Amit Mehta that Google has an illegal monopoly in search by paying billions to become the default search engine…
…
continue reading
Send us a text Roy Chua of AvidThink joins Leonard Lee of neXt Curve to talk about the big events and incidents since they last jumped on the reThink Podcast to recap RSAC 2024. Turns out that one of the biggest topics to hit the headlines is the CrowdStrike "Outage" which shook the cybersecurity world. Leonard and Roy also chat about TM Forum's DT…
…
continue reading
Send us a text Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on a Data Diva 911 episode of the reThink Podcast to share takes and reactions to some major incidents in the world of cybersecurity and privacy, most prominently, the CrowdStrike outage. Debbie and Leonard also address the other big incident that was o…
…
continue reading
Send us a text 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 catch up after a far-too-long hiatus and talk about the state of AI supercomputing and Karl's new area of research, AGI (Artificial General Intelligence). The duo talk and debate about: …
…
continue reading
Send us a text Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Samsung's Galaxy Unpacked summer event held at Paris. Prakash attended the viewing party in New York with a small contingent of industry analysts who got the inside scoop on Samsung's big Unpacked event for their foldable line of smartphones (Galaxy Z Fold6 and Z Flip6) …
…
continue reading
Send us a text It's been a rollercoaster ride of announcements and techno upstaging as we bounced from OpenAI's GPT-4o unveiling to Google I/O, Microsoft's Build 2024, Computex 2024, and now Apple's WWDC 2024 event. On the privacy front, two announcements rose from the noise: Microsoft's Recall and Apple's Apple Intelligence. Debbie Reynolds of Deb…
…
continue reading
Send us a text If you were at Computex 2024 in Taipei, you were immersed in AI PC. At the center of this immersion was Qualcomm's Snapdragon X Series AI PC processor family which was first unveiled at Snapdragon Summit 2023. With a strong Microsoft Build 2024 tailwind behind them, Qualcomm was the talk of the town arguably upstaging the so-called g…
…
continue reading
Send us a text Jim McGregor, Founder & Principal Analyst of Tirias Research and Dave Altavilla, Principal Analyst of HotTech Vision And Analysis join Leonard Lee of neXt Curve in a recap of Intel Tech Tour (ITT) 2024 that took place in Taipei from the 29th to the 31st of May. It was two intense days packed with the latest news and details on Intel'…
…
continue reading
Send us a text Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve in a live chat that took place at the Grand Hyatt in Taipei City, Taiwan as they wound down three days of the Computex 2024 event which is one of the largest electronics industry trade shows in Asia. Leonard and Jim parse through the key anno…
…
continue reading
Send us a text 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 proc…
…
continue reading
Send us a text 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 base…
…
continue reading
Send us a text 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 th…
…
continue reading
Send us a text 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 discours…
…
continue reading
Send us a text 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 …
…
continue reading
Send us a text 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 de…
…
continue reading
Send us a text 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 …
…
continue reading
Send us a text 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 telc…
…
continue reading
Send us a text 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 …
…
continue reading
Send us a text 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…
…
continue reading
Send us a text 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 put…
…
continue reading
Send us a text 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 Ha…
…
continue reading
Send us a text 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 econo…
…
continue reading
Send us a text 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 …
…
continue reading
Send us a text 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 enter…
…
continue reading
Send us a text 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 companie…
…
continue reading
Send us a text 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 researc…
…
continue reading
Send us a text 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 20…
…
continue reading
Send us a text 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 be…
…
continue reading
Send us a text 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: …
…
continue reading
Send us a text 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…
…
continue reading
Send us a text 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 e…
…
continue reading
Send us a text 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 …
…
continue reading
Send us a text 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 s…
…
continue reading
Send us a text 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 d…
…
continue reading
