The neXt Curve reThink Podcast

By Leonard Lee

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Subscribers: 1
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Episodes: 204

Description

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: 

-> Artificial Intelligence
-> Cloud & Edge Computing
-> Semiconductor Tech & Industry Trends
-> Digital Transformation
-> Consumer Electronics
-> New Media & Communications
-> Consumer & Industrial IoT
-> Telecommunications (5G, Open RAN, 6G)
-> Security, Privacy & Trust
-> Immersive Reality & XR
-> Emerging & Advanced ICT Technologies

Check out our research at www.next-curve.com.


Episode Date
Silicon Futures for May 2026 - Qualcomm hyperscale AI, Cerebras IPO, Huawei 1.4 nm
May 27, 2026
Edge Continuum: Where AI belongs from sensors to cloud (with Azita Arvani)
May 08, 2026
Edge AI Foundation at Sensors Converge 2026 (with Pete Bernard)
May 07, 2026
Silicon Futures for April 2026 - The AI CPU craze, Qualcomm's custom AI, Google TPU 8 explained
May 04, 2026
The Blueprint for Agentic Security (with Raj Chopra)
Apr 27, 2026
The Unknown Unknowns of Agentic Security (with Raj Chopra)
Apr 23, 2026
Quantum Computing Master Class & Quantum Day Insights
Apr 21, 2026
Silicon Futures for March 2026 - Intel Foundry, Embedded World, Edge AI and Arm Everywhere
Mar 28, 2026
The Ultimate NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)
Mar 22, 2026
The Unthinkable MWC 2026 Recap (with Dean Bubley and Andrew Collinson)
Mar 12, 2026
A Raw MWC 2026 Recap (with Earl Lum and Marc Pous)
Mar 09, 2026
Silicon Futures for February 2026 - NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!
Feb 27, 2026
Apple Vision Pro versus Samsung Galaxy XR (with Prakash Sangam)
Feb 24, 2026
About Network APIs and Agentic AI (with Andrew Collinson and Dean Bubley)
Feb 15, 2026
The State of AI and the Prospects for Industrial Automation (MD&M West 2026)
Feb 07, 2026
Silicon Futures for January 2026 - CES, Panther Lake, Vera Rubin, Maia 200 and more!
Feb 07, 2026
The Security and Trust Outlook for 2026 (with Debbie Reynolds)
Jan 31, 2026
Where is Telco going in 2026? (with Sebastian Barros)
Jan 26, 2026
The State of Agentic AI and Prospects for Industrial Automation
Jan 26, 2026
CES 2026 and Lenovo Tech World 2026 Recap (with Anurag & Prakash)
Jan 16, 2026
Silicon Futures for December 2025 - NVIDIA + Groq, Trainium 4, Marvell, and 2026 predictions!
Dec 27, 2025
The State of Cloud and AI from re:Invent 2025 (with David Linthicum)
Dec 11, 2025
Silicon Futures for November 2025 (with Jim McGregor and Karl Freund)
Dec 07, 2025
What to Expect at AWS re:Invent 2025 (with Jo Peterson)
Dec 02, 2025
Recap of Mavenir Global Analyst Day 2025 (with Earl Lum)
Nov 21, 2025
Snapdragon Architecture Deep Dive 2025 (with Kedar Kondap)
Nov 12, 2025
Recap of Cisco Partner Summit 2025 (with Anurag Agrawal)
Nov 07, 2025
Leading Thoughts on Thought Leadership (with Peter Linder)
Oct 20, 2025
XC Webcast 2025-Snapdragon Summit 2025 (with Jim McGregor)
Sep 28, 2025
XC Webcast 2025-Snapdragon Summit 2025 with Vinesh Sukumar
Sep 26, 2025
Snapdragon Summit 2025 "Building the Snapdragon Brand" with Don McGuire, CMO of Qualcomm
Sep 26, 2025
Making Enterprise GenAI Work (with Cal Al-Dhubaib and Joseph Enochs)
Sep 21, 2025
Silicon Futures for August 2025 - Hot Chips 2025 and GlobalFoundries Technology Summit
Aug 30, 2025
Silicon Futures for Midpoint of August 2025: More Intel Drama, Trump's AI Export Tax, MIT's AI Report
Aug 18, 2025
Will Samsung Galaxy Z Fold7 Take Foldables Mainstream?
Aug 01, 2025
Silicon Futures - Analyst takes on Intel 14A, TSMC blowout, America's AI Action Plan, and more!
Jul 25, 2025
Analysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez)
Jul 07, 2025
The Coming of the AI Workstations Age: Lenovo P Series (with Anurag Agrawal)
Jul 03, 2025
Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more!
Jun 30, 2025
Sensors Converge 2025: Leaders' Roundtable - AI and Sensors: Exploring a Special Symbiosis
Jun 29, 2025
The State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum)
Jun 28, 2025
Sensors Converge 2024 - A 40th Anniversary Celebration (with Prakash Sangam)
Jun 27, 2025
Cloud and Neocloud FinOps and Economics (with Hyoun Park)
Jun 15, 2025
Highlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez)
Jun 12, 2025
Silicon Futures for May 2025 (Microsoft Build, Humain, Computex and more!
Jun 01, 2025
Silicon Futures for May 2025 - IBM THINK, CadenceLIVE and more!
May 10, 2025
Highlights and Insights from RSAC 2025 (with Jo Peterson)
Apr 30, 2025
Silicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain Turbulence
Apr 25, 2025
2025 Cybersecurity Priorities (with Bob Carver & Debbie Reynolds)
Apr 17, 2025
Leading Analyst's Recap Intel Vision 2025
Apr 05, 2025
MWC 2025: A chat with Erik Ekudden, CTO of Ericsson
Mar 30, 2025
MWC 2025 Ericsson Booth Tour (with Oliver Buschmann)
Mar 30, 2025
Highlights from NVIDIA GTC 2025 (with Jim McGregor, Francis Sideco, Karl Freund)
Mar 23, 2025
MWC 2025 Highlights & Insights (with Peter Jarich and Chetan Sharma)
Mar 12, 2025
Top Insights from Mobile World Congress 2025 (with Earl Lum and Marc Pous)
Mar 07, 2025
Silicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)
Feb 28, 2025
Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund)
Feb 27, 2025
What's up with AI PC? (with Anurag Agrawal and Prakash Sangam)
Feb 08, 2025
Silicon Futures for January 2025 (with Karl Freund and Jim McGregor)
Feb 05, 2025
What's Hot in Tech in 2025 (with Mischa Dohler)
Jan 30, 2025
MWC 2025 Agenda (with Earl Lum)
Jan 28, 2025
The Beta AI Mentality (with Debbie Reynolds)
Jan 27, 2025
NAMM 2025 Snapdragon Booth (with PJ Jacobowitz)
Jan 25, 2025
Quick Hit: Samsung Galaxy Unpacked 2025
Jan 23, 2025
Snapdragon at Samsung Galaxy Unpacked 2025 (with Chris Patrick)
Jan 22, 2025
The Trillionaire Inventor (with Marta Karczewicz)
Jan 21, 2025
The Macro Antenna Market Outlook 2025 (with Earl Lum)
Jan 19, 2025
Silicon Futures for December 2024 (with Karl Freund and Jim McGregor)
Dec 31, 2024
Highlights and Outcome of the Arm vs. Qualcomm Trial (with Prakash Sangam)
Dec 23, 2024
2024-The Year in Security & Trust (with Debbie Reynolds)
Dec 22, 2024
The M&M (Marvell and Mavenir) 2024 Events Recap (with Earl Lum)
Dec 17, 2024
Marvell Industry Analyst Day 2024 Recap (with Prakash Sangam)
Dec 16, 2024
Silicon Futures for November - SC 2024, Qualcomm Investor Day and more! (with Karl Freund and Jim McGregor)
Nov 27, 2024
Ericsson's D-15 Analyst Event & ZTE 5G Summit (with Earl Lum)
Nov 16, 2024
5G Americas Analyst Forum 2024 Recap (with Earl Lum and Prakash Sangam)
Oct 31, 2024
Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)
Oct 25, 2024
MWC Las Vegas 2024 Recap and Highlights (with Earl Lum)
Oct 23, 2024
The 6G Reset (with Dean Bubley)
Oct 22, 2024
XC Webcast 2024-Mobile Future Forward Recap (with Chetan Sharma)
Oct 11, 2024
Checking the Pulse of IoT: The Things Conference 2024 (with Wienke Giezeman)
Oct 05, 2024
AI Diversity & Intel's Roadmap to Survival and Beyond (with Karl Freund)
Oct 05, 2024
Ericsson's NewCo and T-Mobile's AI Ambitions (with Earl Lum)
Sep 18, 2024
Recap of Lenovo Innovation World 2024 (with Prakash Sangam)
Sep 17, 2024
Recap of IFA 2024 (with Prakash Sangam)
Sep 17, 2024
Analyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor)
Aug 30, 2024
The State and Implications of Tech Geopolitics Today (with Kirti Gupta)
Aug 22, 2024
What Does AMD + ZT Systems Mean? (with Jack Gold)
Aug 22, 2024
Synthetic Engagement with Generative AI (with Debbie Reynolds)
Aug 12, 2024
The NVIDIA Blackwell "Delay" (with Dylan Patel)
Aug 10, 2024
The EU AI Act is Law! Now What? (with Debbie Reynolds)
Aug 09, 2024
Semiconductor Industry Outlook H2 2024 (with Mario Morales)
Aug 08, 2024
The United States vs. Google: What's Next? (with Prakash Sangam)
Aug 08, 2024
CrowdStrike "Outage", Nokia + Infinera, DTW Ignite 2024, and Network APIs (with Roy Chua)
Jul 26, 2024
Data Diva 911! The CrowdStrike "Outage" and more (with Debbie Reynolds)
Jul 25, 2024
Artificial General Intelligence (AGI) & AI Computing Update (with Karl Freund)
Jul 19, 2024
Samsung Galaxy Fold Unpacked 2024 Recap (with Prakash Sangam)
Jul 13, 2024
Privacy Update! Recall and Apple Intelligence (with Debbie Reynolds)
Jun 13, 2024
Snapdragon X Series at Computex 2024 (with Jim McGregor & Dave Altavilla)
Jun 12, 2024
Intel Tech Tour 2024 Recap (with Jim McGregor & Dave Altavilla)
Jun 12, 2024
Computex 2024 Recap (with Jim McGregor of Tirias Research)
Jun 06, 2024
Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam)
May 24, 2024
"The Radio to the RIC": 2024 Telco Tech Outlook (with Earl Lum)
May 23, 2024
RSAC 2024 Recap (with Roy Chua, AvidThink)
May 14, 2024
Unicorns, Hypes & Bubbles (with Dr. Jeffrey Funk)
Apr 26, 2024
Vision 2024: The Intel AI Show (with Karl Freund)
Apr 23, 2024
Why does the NPU matter for the AI PC? (with Nitin Kumar, Qualcomm)
Apr 02, 2024
Highlights from NVIDIA GTC 2024! Are GPUs eating the world?
Mar 22, 2024
Recapping MWC 2024 (with Patrick Lopez & Earl Lum)
Mar 22, 2024
Recapping MWC 2024 (with Roy Chua & Prakash Sangam)
Mar 15, 2024
Highlights & Insights from MWC 2024 (with Transforma Insights)
Mar 06, 2024
Top Insights from Mobile World Congress 2024 (with Earl Lum and Marc Pous)
Mar 03, 2024
Introducing The Essential Validated Insights Podcast 2024
Feb 19, 2024
The Great Custom AI Chip Trend (with Karl Freund)
Feb 19, 2024
Apple Vision Pro Final Analysis: A Pixar Moment?
Feb 13, 2024
Why The AI PC Matters, Or Does It? (with Karl Freund)
Feb 12, 2024
Our MWC 2024 Research Agenda (with Transforma Insights)
Feb 05, 2024
MWC 2024 Research Agenda (with Earl Lum)
Feb 05, 2024
What to Expect from the Semiconductor Industry in 2024 (with Ian Cutress)
Jan 27, 2024
Generative AI Monetization (with Karl Freund)
Jan 25, 2024
Analyst Insights from Samsung Galaxy Unpacked 2024 (with Prakash Sangam)
Jan 21, 2024
Recap of CES 2024 (with Jim Morrish of Transforma Insights)
Jan 15, 2024
Recap of Silverlinings' Cloud Executive Summit 2023 (with Prakash Sangam)
Jan 07, 2024
Closing the Loop in Biosciences (with Dr. Oxana Pickeral, Honeywell)
Jan 05, 2024
Setting The Stage for AI in 2024 (with Karl Freund)
Jan 04, 2024
Privacy & Trust in GenAI Personalization (with Debbie Reynolds)
Dec 27, 2023
The Year in Trust 2023 (with Debbie Reynolds)
Dec 22, 2023
Silicon Futures: The State of AI Computing 2023 (with Karl Freund)
Dec 21, 2023
"The Radio to the RIC" - AT&T's Open RAN Deal with Ericsson (with Earl Lum)
Dec 19, 2023
The Present and Future of Private 5G (with Dean Bubley)
Oct 03, 2023
Quantumverse 2023 (with Chetan Sharma)
Sep 14, 2023
The State & Future of Open RAN (with Patrick Lopez)
Aug 12, 2023
Sony Honda Mobility's Afeela Tour at the Qualcomm HQ
Jul 26, 2023
The Need for a 5G Reset (with John Smee, Qualcomm)
Jul 19, 2023
What is Safe AI? (with Debbie Reynolds)
Jun 30, 2023
The Present and Future of Industry 4.0 (with Jack Gold)
Jun 28, 2023
What is Responsible AI? (with Debbie Reynolds)
Mar 30, 2023
The Regulatory Landscape for Privacy Rights and Protection (with Debbie Reynolds)
Feb 27, 2023
"The Radio to the RIC" - The Open RAN Squid Game (with Earl Lum)
Feb 25, 2023
"The Radio to the RIC" - Is Open RAN Ready for Prime Time (with Earl Lum)
Feb 24, 2023
Responsible AI in a Degenerative AI Era (with Debbie Reynolds)
Feb 13, 2023
"The Radio to the RIC" - Is Software Eating the RAN? (with Earl Lum)
Feb 09, 2023
Samsung Galaxy Unpacked 2023 Recap (with Prakash Sangam)
Feb 07, 2023
Rethinking Privacy & Trust (with Debbie Reynolds)
Jan 31, 2023
Our Detrimental Hype Syndrome (with Dr. Jeffrey Funk)
Jan 28, 2023
"The Radio to the RIC" Series Intro (with Earl Lum)
Jan 24, 2023
5G Leadership (with Chetan Sharma)
Apr 01, 2022
Chip Supply Chain Resiliency (with Mario Morales)
Mar 29, 2022
US Tech Competitiveness (with Roger Entner)
Mar 29, 2022
The Path to Autonomous Edge (with Roy Chua)
Mar 29, 2022
Geopolitics and Tech (with Daniel Newman)
Mar 16, 2022
Modeling 5G Network for Economics (with Sameer Lalwani)
Mar 12, 2022
The State of Open RAN (with Foong King Yew)
Dec 09, 2021
Making Enterprise 5G a Thing (with Roy Chua)
Nov 24, 2021
Privacy & The Metaverse (with Debbie Reynolds)
Nov 18, 2021
Autonomous Technologies Summit 2021-The Future of Transportation
Nov 10, 2021
The State of Smart Transportation (with Bill Pugh)
Nov 02, 2021
RISC-V: Ready or Not? (with James Prior)
Apr 27, 2021
Zero Trust in a Trust-challenged World (with John Kindervag)
Apr 15, 2021
CBRS and the Neutral Host Opportunity (with Alex Besen)
Apr 09, 2021
XC Webcast 2021-NEOM (with Mansoor Hanif)
Mar 26, 2021
The Open RAN Movement (with Chris Pearson)
Feb 24, 2021
US-China Tech Relations in a Biden Era (with Foong King Yew)
Feb 03, 2021
Placing 5G Bets for Innovation (with Paul Wilson)
Nov 04, 2020
Rakuten's 5G Rollout (with Foong King Yew)
Oct 03, 2020
Converged IT/CT Service Placement (with Roy Chua)
Sep 30, 2020
URLLC Myths and Realities (with Dean Bubley)
Sep 25, 2020
Digital Privacy - A Primer (with Debbie Reynolds)
Sep 21, 2020
5G Edge Computing (with Chris Pearson)
Sep 18, 2020
RISC-V (with Joe Hoffman)
Sep 17, 2020
The Intersect of Space & Tech (with Lisa Dreher)
Sep 16, 2020
Democratize Digital Twin (with Rob Tiffany)
Sep 11, 2020
The IoT Pandemic Pivot (with Steve Brumer)
Sep 04, 2020
Heterogenous Computing (with Dean Freeman & Jim Walker
Aug 31, 2020
Trust Platforms & Solutions (Jason Shepherd)
Aug 26, 2020
Nvidia + Arm - An Industry Positive or Negative? (with Dean Freeman)
Aug 18, 2020
SMB Resilience During The Covid-19 Pandemic (with Stephanie Atkinson)
Aug 14, 2020
TinyML (with Joe Hoffman)
Aug 13, 2020
Rural Broadband and Satcom (with Virgilio Fiorese)
Aug 08, 2020
Debunking 5G Myths & Hype (with Joe Hoffman)
Aug 02, 2020
Who Will Win 5G Gold? (with Foong King Yew)
Aug 01, 2020
3GPP 5G Release 16 (with Prakash Sangam)
Jul 21, 2020
Introducing Apple Silicon (with Dean Freeman)
Jul 02, 2020
The Future of the Telco Operator (with Foong King Yew)
Jun 13, 2020
The US War on China Tech (with Dean Freeman)
Jun 05, 2020
Transform Healthcare with Blockchain (with Anca Petre)
Aug 17, 2018
Contextually Aware Mobile Security as a Service
Jul 27, 2018
The Future of the Car (with Akshay Sharma)
Jul 27, 2018
Future of Cloud (with IBM)
Jul 16, 2018
Hybrid Cloud Bill of Rights (with Cloud Spectator)
Jul 15, 2018
The Digital Governance Gap (with Bob Zukis)
Jul 15, 2018
The Future of Retail - Retail 2.0 (with Akshay Sharma)
Jul 12, 2018
The Future Proof Organization (with Roland Deiser)
Jul 04, 2018
Blockchain & Crypto (with Lawrence Lerner)
Jun 25, 2018
IIoT - Shaping IoT of Tomorrow - Part 1 (with Rob Tiffany)
Jun 13, 2018
IIoT - Shaping IoT of Tomorrow - Part 2 (with Rob Tiffany)
Jun 13, 2018
IIoT - Shaping IoT of Tomorrow - Part 3 (with Rob Tiffany)
Jun 13, 2018
Blockchain Business Model (with Lawrence Lerner and Omar Rahim)
Jun 11, 2018
The Alpha Organization (with Jodi Starkman)
May 25, 2018
Digital Reinvention - Part 1 (with IBM Institute of Business Value)
May 17, 2018
Digital Reinvention - Part 2 (with IBM Institute of Business Value)
May 17, 2018
Digital Reinvention - Part 3 (with IBM Institute of Business Value)
May 17, 2018
Meltdown & Spectre - Part 2
Mar 19, 2018
Meltdown & Spectre - Part 3
Mar 19, 2018
Meltdown & Spectre - Part 1
Mar 12, 2018