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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 ...
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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: Karl's new rese…
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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) and more includ…
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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 Debbie Reynolds Co…
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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 godfather of AI,…
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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's AI PC and dat…
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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 announcements and t…
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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 con…
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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…
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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 tech…
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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 …
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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 hil…
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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-en…
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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 ecosyste…
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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 infrastructur…
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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: Impressi…
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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 t…
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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 fro…
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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 Mo…
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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 w…
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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…
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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 excitemen…
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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…
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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 focuse…
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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…
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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 a…
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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 S…
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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 t…
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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 cri…
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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 …
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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) curren…
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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 personal…
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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 share their key impressions and takeaways from the …
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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 provide discuss the big moments and the state of AI computing that has hyper-charged the semiconductor ind…
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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 interrogates Earl on the news that he broke in his LinkedIn article that shook the telecoms world for a…
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In this episode of our neXt Curve's Analyst Corner series, "5G and Beyond", we welcome back renowned and opinionated industry analyst, Dean Bubley of Disruptive Analysis (www.disruptiveanalysis.com). Dean is a veteran analysts and widely read commentator on the telco industry and beyond. In this chat, Dean and Leonard Lee, Executive Analyst of neXt…
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The folks at Qualcomm were kind enough to invite neXt Curve on a private tour of Sony Honda Mobility's Afeela prototype vehicle powered by Qualcomm's Snapdragon Digital Chassis suite of technologies. This vehicle is slated to hit the market in 2025. No, it is not a concept car like Qualcomm's SDV car which they unveiled at CES 2023 just a day befor…
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In a recent social post, Leonard Lee, Executive Analyst of neXt Curve, suggested a reset of the 5G discussion to address over-shooting disillusionment and forgoing of potentially transformative 5G opportunities. The post was well received and prompted neXt Curve to reach out one of Qualcomm’s key 5G thought leaders, John Smee, SVP of Engineering an…
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The promise of AI has reached a fever pitch not seen since another hype that occurred just a couple of years ago that has long subsided - metaverse. This time, AI has once again spurred another hype cycle with the advent of generative AI popularized by ChatGPT. With great hopes of revolution and order of magnitude enhancements in productivity, the …
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Leonard Lee of neXt Curve is joined by special guest, Jack Gold of J.Gold Associates LLC, to discuss the meaning and relevance of Industry 4.0 after years of what seems a vision yet realized. If it is indeed the next industrial revolution, what is holding things back or are we further along than we think? In this installment of the Analyst Corner o…
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Generative AI continues to dominate the techno headlines with a formidable hype cycle underway that we have not seen since, well,... metaverse. While everyone is drinking the Kool-Aid, few are talking about the actual value, utility of generative AI applications, but more concerning, few are talking about what is meant by personalization, corporate…
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Privacy protection is becoming a growing concern especially after the EU instituted GDPR back on May 25, 2018. We have come a long way with companies like Apple upturning digital marketing by giving users the power and right to opt-in to tracking with the introduction of ATT (Ad Tracking Transparency) feature introduced across the Apple ecosystem. …
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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 discuss what the Open RAN Squid Game is and the ecosystem imperatives that will shape how vend…
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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 discuss the state of the Open RAN "stack". What is it and is it ready for prime time? It is a …
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This is a special Data Diva 911 edition of neXt Curve's reThink webcast series, Privacy & Trust, in collaboration with Debbie Reynolds of Debbie Reynolds Consulting LLC where were address the burning topics in privacy and trust in the world of digital and tech. In this special episode, Debbie and Leonard talk about the implications of Microsoft's n…
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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. This installment is the first of an ongoing series that neXt Curve's Leonard Lee will have with EJL Wireless Research President, Earl Lum, who is a widely-regarded…
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neXt Curve's Leonard Lee and Prakash Sangam of Tantra Analyst share their key takes from Samsung's Galaxy Unpacked 2023 event held at the Masonic Theater in San Francisco on February 1, 2023. They also attended a special pre-event session on Samsung's sustainability strategy and program to translate goals into impact. Agenda: * Samsung Sustainabili…
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Privacy protection is becoming a growing concern especially after the EU instituted GDPR back on May 25, 2018. We have come a long way with companies like Apple upturning digital marketing by giving users the power and right to opt-in to tracking with the introduction of ATT (Ad Tracking Transparency) feature introduced across the Apple ecosystem. …
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Emerging technologies are hotbeds for detrimental hype and speculation often grounded in deep misconceptions of the subject technologies and dubious narratives that set increasingly exaggerated expectations. Some will argue that hype is good. They argue that it is necessary to draw interest and investment in “innovation”. Without it the invention e…
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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. This installment is the first of an ongoing series that neXt Curve's Leonard Lee will have with EJL Wireless Research President, Earl Lum, who is a widely-regarded…
  continue reading
 
The metaverse is all the rage in the media today. There isn’t a single “tech company” that is not touting their hand in this thing that is just simply known as the next big thing. The metaverse hype is being pumped with little consideration for the preservation or protection of our identity, persona, or our psyche. As individuals, as communities, a…
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