The neXt Curve reThink Podcast
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.
Episodes
Jo Peterson, cloud and security thought leader and VP of Cloud and Security at Clarify360 joins Leonard Lee of neXt Curve to exchange notes on what they thought were highlights and key takes from RSAC Conference 2025 which took place at the Moscone Center in San Francisco. They also discuss the newly published "The State of SaaS Security: Trends & Insights for 2025-2026" report by The Cloud Security Alli...
Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of this semiconductor industry in light of a volatile pair of months that saw the starting of a global tariff regime instituted by the White...
Bob Carver, cybersecurity thought leader and CEO of Cybersecurity Boardroom, joins Leonard Lee of neXt Curve and Debbie Reynolds of Debbie Reynolds Consulting LLC on the reThink Podcast to talk about the cybersecurity priorities for consumers and enterprises for 2025. This is the first time for Bob on the show. Debbie and Leonard were anxious to get a sense of what is top of mind for Bob as he look forward into the ye...
Karl Freund of Cambrian-AI Research, Jim McGregor of Tirias Research, and Dave Altavilla of HotTech Vision and Analysis joined Leonard Lee of neXt Curve at the Virgin Hotel in Las Vegas to recap @Intel's Vision 2025 event.
This episode covers:
➡️ Key impressions of the Intel Vision 2025 event.
➡️ The "New Intel" strategy of Lip-Bu Tan, Intel's new CEO.
➡️ Intel's AI stra...
This was one of the highlights of MWC 2025 for neXt Curve. Leonard Lee, Executive Analyst of neXt Curve, was invited by Ericsson to have chat with one of the industry’s tech luminaries, Erik Ekudden, CTO of Ericsson. It was great to get the essence of our ongoing conversations about the industry, tech leadership, and the reinvention of the network in a 5G era and beyond.
Erik and Leonard hit on some serious t...
neXt Curve's Leonard Lee was invited on a tour of Ericsson's booth at MWC 2025 Barcelona with VP of Strategy, Oliver Buschmann. Oliver takes Leonard on a journey from the Aduna, network APIs, differentiated connectivity, to programmable networks, to the topic of 5G monetization.
Many thanks to Ericsson for the booth tour and inviting neXt Curve to share our insights into the future of the industry a...
Karl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event.
This episode covers:
➡️ Key impressions from NVIDIA GTC 2025
➡️ NVIDIA's evolving identity
➡️ NVIDIA's moves widening the lead in AI supercomputing
➡️ NVIDIA&a...
Peter Jarich, Head of GSMA Intelligence at GSMA Intelligence, and Chetan Sharma of Chetan Sharma Consulting joins Leonard Lee of neXt Curve to recap the mobile industry event of the year, Mobile World Congress 2025.
This year, MWC drew over 109,000 attendees and almost 3,000 exhibitors who packed the Fira Gran Via for another post-pandemic year to match an attendance record set in 2019. So, what mattered at the otherwi...
Welcome to the neXt Curve reThink series that focuses on the present and the future of mobile wireless technologies and industry - The Radio to the RIC.
In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous, the IoT Giant, provide their full recap of their puts and takes from Mobile World Congress 2025 held in Barcelona. The trio just finished grueling week of analy...
Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of NVIDIA, Arm's new edge AI play, and Qualcomm's Dragonwing.
This episode covers:
➡️ NVIDIA's ...
Karl Freund of Cambrian-AI Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Karl and Leonard share their thoughts on the state of NVIDIA and their Q4 25' earnings call.
This episode covers:
➡️ Karl's initial impressions fr...
Welcome to the inaugural episode of the Work n' Play Tech Series of the neXt Curve reThink Podcast, the series that brings you deep tech and industry analysis on the world of consumer and commercial devices and services. This podcast is geared toward enterprise IT and consumers looking for industry and tech trends that will matter as they choose, implement, and manage technologies for organization and/or personal...
Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap January 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their thoughts on where the industry and the tech are going in 2025.
We parse through the key announcements semiconductor ...
It's been three years in the making but neXt Curve made it happen! Leonard Lee finally had Mischa Dohler, VP of Emerging Technologies at Ericsson on the reThink Podcast to discuss what is hot in tech for 2025 on a whim. Unscripted, press record and away the two went to cover a wide range of tech topics that will matter in 2025 from 5G to AI.
Mischa and Leonard stumble upon the follow topics:
- Introducing Mischa...
Mobile World Congress (MWC) 2025 in Barcelona is fast approaching. Once again, Leonard Lee of neXt Curve will be there with Earl Lum of EJL Wireless Research to cover what will matter in 2025 in the world of mobile wireless and telecommunications.
This year, Earl and I have put together a pretty broad agenda that covers the follow topics and research objectives:
➡️ What's new with AI-RAN and AI-native?
➡️ Advances i...
Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to talk about the Beta AI mentality that is ruling the day as "AI companies" scramble to push out experimental and Beta versions of their AI products and services out the door. We are also seeing a scramble to drive adoption of AI by opting users into these features by default with assumed consent or in t...
One of the pleasant surprises of NAMM Show 2025 was bumping into Qualcomm. We don’t see too many chip companies making a presence, but given that the AI PC is here as is Snapdragon X Series of mobile processors, it makes sense for Qualcomm to show up to make its presence known to creators and the music industry at large.
We had a chance to chat with PJ Jacobowitz of Qualcomm who was the mastermind of this Sn...
While this Galaxy Unpacked event was largely about AI, it was indicative of a bigger vision spelled out by Samsung at CES 2025 earlier this month. The consumer electronics industry and mobile are getting very competitive, especially with daunting and resurgent challenges coming from Chinese players prompting Samsung and its South Korean peers to think bigger about AI and their differentiation in mobile.
Chec...
neXt Curve's Leonard Lee had a chance to catch up with Chris Patrick, SVP and GM of Mobile Handset at Qualcomm at Samsung's Galaxy Unpacked 2025 event which took place at the SAP Center in San Jose, CA.
Leonard and Chris discuss:
- CPUs are hot again. Why is it important in heterogeneous computing for AI broadly and then more specifically specifically for GenAI?
- NPU for mobile is different than the ...
Invention is the wellspring of technology that makes innovations in 5G, AI, quantum computing, and video compression possible. Yes, video compression, the technology that enables us to take hours of 4K video on our smartphones. The technology that allows Netflix to stream 4k and eventually 8K movies and TV shows to your home. The technology that has democratized video conferencing on our devices and much more.
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