The neXt Curve reThink Podcast
Technology
About
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-> I...
Episodes
- Silicon Futures for April 2026 - The AI CPU craze, Qualcomm's custom AI, Google TPU 8 explained
This episode of the neXt Curve reThink Podcast, "Silicon Futures for April 2026," explores AI and semiconductor tech. Topics include the AI CPU craze, custom AI systems, Google TPU 8, and Qualcomm's custom AI silicon.
- The Blueprint for Agentic Security (with Raj Chopra)
This episode of The neXt Curve reThink Podcast features Raj Chopra, SVP and CPO of Cisco Security, discussing agentic security. The conversation covers safe and secure agentic AI enablement for enterprises and consumers, and the framework…
- The Unknown Unknowns of Agentic Security (with Raj Chopra)
This episode features a conversation with Raj Chopra, SVP and CPO of Cisco Security, and Leonard Lee of neXt Curve. They discuss the challenges and approaches to agentic security, focusing on securing agents in enterprises and protecting a…
- Quantum Computing Master Class & Quantum Day Insights
This episode provides a master class on the modalities of quantum computing, their development, and commercialization. It also includes insights and analysis of NVIDIA's Quantum Day 2026.
- Silicon Futures for March 2026 - Intel Foundry, Embedded World, Edge AI and Arm Everywhere
This episode of the neXt Curve reThink Podcast, "Silicon Futures," discusses AI and semiconductor technology trends from March 2026. Topics include Intel Foundry, Embedded World, Edge AI, and Arm's role in the evolving landscape of AI sili…
- The Ultimate NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)
This episode of The neXt Curve reThink Podcast recaps NVIDIA GTC 2026. Leonard, Karl, and Jim discuss agentic AI, the DeepSeek moment with OpenClaw, NVIDIA's technology stack, and its shift in roadmap and identity in the AI landscape.
- The Unthinkable MWC 2026 Recap (with Dean Bubley and Andrew Collinson)
This episode of The neXt Curve reThink Podcast features Dean Bubley and Andrew Collinson, who join Leonard Lee to discuss their "unthinkable" recap of Mobile World Congress 2026. They cover topics such as 6G, kinetic tokens, physical AI, a…
- A Raw MWC 2026 Recap (with Earl Lum and Marc Pous)
This episode of The neXt Curve reThink Podcast features a recap of Mobile World Congress 2026 with Earl Lum and Marc Pous. They discuss topics such as AI-RAN, network APIs, sovereign telco neocloud, 5G monetization, NTN, and the path to 6G.
- Silicon Futures for February 2026 - NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!
This episode of The neXt Curve reThink Podcast discusses AI and semiconductor industry news from February 2026. Topics include NVIDIA's earnings, Qualcomm and HUMAIN, AMD and Meta's AI infrastructure deal, and the accelerating agentic AI d…
- Apple Vision Pro versus Samsung Galaxy XR (with Prakash Sangam)
Prakash Sangam and Leonard Lee discuss and compare the Apple Vision Pro and Samsung Galaxy XR, focusing on their immersive reality capabilities and market positions. They share their experiences using both devices.
- About Network APIs and Agentic AI (with Andrew Collinson and Dean Bubley)
This episode of The neXt Curve reThink Podcast features Dean Bubley and Andrew Collinson discussing the potential of network APIs and agentic AI, particularly their applications in the telco industry. They unpack the possibilities of combi…
- The State of AI and the Prospects for Industrial Automation (MD&M West 2026)
This episode of The neXt Curve reThink Podcast features Leonard Lee discussing the state of agentic AI and its prospects for industrial automation. The session addresses where agentic AI is today in manufacturing, its landing points, what…
- Silicon Futures for January 2026 - CES, Panther Lake, Vera Rubin, Maia 200 and more!
This episode of The neXt Curve reThink Podcast, "Silicon Futures," features Leonard, Karl, and Jim discussing AI and semiconductor technology news from January 2026, including topics like CES, silicon supply chain issues, and AI infrastruc…
- The Security and Trust Outlook for 2026 (with Debbie Reynolds)
In this episode, Leonard and Debbie Reynolds discuss the 2026 outlook for security, privacy, and trust. They explore how the evolving AI landscape influences security risks, deepfakes, and cyberattacks.
- Where is Telco going in 2026? (with Sebastian Barros)
This episode of The neXt Curve reThink Podcast features Leonard Lee and Sebastian Barros discussing the future of the telco industry in 2026. They cover topics such as 6G, the role of AI in telco, Open RAN, and the challenges facing the in…
- The State of Agentic AI and Prospects for Industrial Automation
This episode of The neXt Curve reThink Podcast discusses the impact of Agentic AI on industrial automation. Leonard Lee, Tim Stuart, and Mike Ungar explore the challenges and prospects of Agentic AI solutions for various industries.
- CES 2026 and Lenovo Tech World 2026 Recap (with Anurag & Prakash)
This episode of The neXt Curve reThink Podcast features Anurag Agrawal and Prakash Sangam discussing CES 2026 and Lenovo Tech World 2026. They cover topics such as AI PC, automotive tech, private hybrid AI, humanoid robotics, and the NPU.
- Silicon Futures for December 2025 - NVIDIA + Groq, Trainium 4, Marvell, and 2026 predictions!
This episode of the neXt Curve reThink Podcast covers AI and semiconductor industry topics from December 2025. It includes discussions on NVIDIA, Groq, AWS Trainium 4, and Marvell, as well as predictions for 2026.
- The State of Cloud and AI from re:Invent 2025 (with David Linthicum)
Leonard Lee and David Linthicum discuss the state of cloud and AI, focusing on the shift towards AI, AI infrastructure, and the importance of balancing AI with core cloud services. They also provide recommendations for AWS in 2026 based on…
- Silicon Futures for November 2025 (with Jim McGregor and Karl Freund)
This episode of The neXt Curve reThink Podcast, "Silicon Futures," features Jim McGregor and Karl Freund. They discuss AI and semiconductor technology, including industry updates, quantum computing, AI, and data centers, Google's TPU strat…
- What to Expect at AWS re:Invent 2025 (with Jo Peterson)
This episode of The neXt Curve reThink Podcast features Leonard Lee and Jo Peterson sharing their predictions for AWS re:Invent 2025. They discuss expectations for cloud and AI computing at the event, including potential themes and keynote…
- Recap of Mavenir Global Analyst Day 2025 (with Earl Lum)
Leonard Lee and Earl Lum recap Mavenir Global Analyst Day 2025, including Mavenir's strategy after recapitalization and the state of Open RAN. They also discuss AI for operations, 5G modernization, and Mavenir's 5G core software and strate…
- Snapdragon Architecture Deep Dive 2025 (with Kedar Kondap)
This episode of The neXt Curve reThink Podcast features a discussion about the second-generation Snapdragon X2 Elite and Snapdragon X2 Extreme AI PC processors. Leonard Lee chats with Kedar Kondap, SVP & GM of Compute & Gaming at Qualcomm,…
- Recap of Cisco Partner Summit 2025 (with Anurag Agrawal)
Anurag Agrawal and Leonard Lee discuss the Cisco Partner Summit 2025, focusing on Cisco's product announcements and the Cisco 360 partner program. They also explore Cisco's involvement in enterprise AI and its impact on partners and custom…
- Leading Thoughts on Thought Leadership (with Peter Linder)
In this episode of The neXt Curve reThink Podcast, host Leonard Lee speaks with Peter Linder from Ericsson about the role and definition of thought leadership in the telecommunications and mobile wireless industries. They discuss strategie…
- XC Webcast 2025-Snapdragon Summit 2025 (with Jim McGregor)
This episode of The neXt Curve reThink Podcast recaps the Snapdragon Tech Summit 2025. It covers personal AI, HUMAIN's announcement, and the new Snapdragon X2 mobile and AI PC silicon.
- XC Webcast 2025-Snapdragon Summit 2025 with Vinesh Sukumar
During the Snapdragon Summit 2025, Vinesh Sukumar, VP of Product Management AI at Qualcomm, discusses AI as the next user interface, advancements in generative AI, and the role of heterogeneous computing. He also covers the challenges of A…
- Snapdragon Summit 2025 "Building the Snapdragon Brand" with Don McGuire, CMO of Qualcomm
At Snapdragon Summit 2025, Don McGuire, CMO of Qualcomm, discusses the journey and milestones of Snapdragon as a consumer brand. He covers Qualcomm's marketing strategies, upcoming technology trends like personal AI and edge computing, and…
- Making Enterprise GenAI Work (with Cal Al-Dhubaib and Joseph Enochs)
In this episode, Leonard Lee discusses the challenges of implementing enterprise-grade generative and agentic AI with guests Cal Al-Dhubaib and Joseph Enochs. They explore adoption barriers, practical use cases, and strategies for achievin…
- Silicon Futures for August 2025 - Hot Chips 2025 and GlobalFoundries Technology Summit
In this Silicon Futures episode, Leonard, Karl, and Jim discuss key headlines from late August 2025, including analysis of the Hot Chips 2025 conference, the GlobalFoundries Technology Summit 2025, and the MIPS acquisition.
- Silicon Futures for Midpoint of August 2025: More Intel Drama, Trump's AI Export Tax, MIT's AI Report
Leonard, Karl, and Jim discuss key developments in AI and semiconductors from early August 2025, including Intel's financial outlook, potential export taxes, and insights from recent industry summits. The episode also covers memory's role…
- Will Samsung Galaxy Z Fold7 Take Foldables Mainstream?
Leonard and Prakash Sangam test the Samsung Galaxy Z Fold7 and discuss its design maturity, technical features, and potential to bring foldable smartphones into the mainstream. They also review the Galaxy Unpacked 2025 event and the device…
- Silicon Futures - Analyst takes on Intel 14A, TSMC blowout, America's AI Action Plan, and more!
Guest Mario Morales joins the hosts to discuss key semiconductor industry developments from July 2025, including Intel's earnings and foundry prospects, TSMC's performance, and the US AI Action Plan. The conversation also explores market t…
- Analysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez)
Dean Bubley, Patrick Lopez, and Leonard Lee discuss their impressions of TM Forum DTW Ignite 2025. They cover topics including autonomous networks, agentic AI, telco modernization, and network APIs.
- The Coming of the AI Workstations Age: Lenovo P Series (with Anurag Agrawal)
Anurag Agrawal and Leonard discuss the potential of AI workstations, specifically the Lenovo P Series, to serve as a bridge for generative AI in the enterprise. The conversation explores the state of the AI PC market, workstation use cases…
- Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more!
In this episode, Leonard and Jim discuss key highlights from June 2025 events, including AMD Advancing AI, Cisco Live!, and the 40th anniversary of Sensors Converge. They also analyze industry trends such as AI computing demand, data cente…
- Sensors Converge 2025: Leaders' Roundtable - AI and Sensors: Exploring a Special Symbiosis
Leonard Lee moderates a roundtable discussion at Sensors Converge 2025 regarding the relationship between AI and sensor technology. Industry leaders from Blecon, Arvani Group, STMicroelectronics, Intel, and Infermove examine how sensors po…
- The State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum)
Earl Lum and Leonard Lee discuss Nokia's 2025 updates, Mavenir's financial position, and insights from the TM Forum DTW Ignite 2025 conference in Copenhagen. The conversation covers topics including autonomous networks, SMOs, and 5G SA mod…
- Sensors Converge 2024 - A 40th Anniversary Celebration (with Prakash Sangam)
Prakash Sangam joins host Leonard to discuss highlights and trends from the 40th anniversary of the Sensors Converge conference. Topics include the influence of wearables, Edge AI, digital twins, wireless technology, and sensor data fusion.
- Cloud and Neocloud FinOps and Economics (with Hyoun Park)
Hyoun Park, CEO and Principal Analyst at Amalgam Insights, joins Leonard Lee of neXt Curve to discuss the state of FinOps in the context of cloud economics and AI infrastructure. They explore trends from FinOpsX and the Databricks Data & A…
- Highlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez)
Leonard Lee and Maribel Lopez discuss their experiences and takeaways from Cisco Live! 2025 in San Diego. They cover key industry topics including AI, network and security convergence, and Cisco's approach to platformization.
- Silicon Futures for May 2025 (Microsoft Build, Humain, Computex and more!
In this episode, Jim McGregor of TIRIAS Research joins neXt Curve to discuss developments in the semiconductor and computing industries during May 2025. The discussion covers events including CadenceLIVE, IBM THINK, Google I/O, Microsoft B…
- Silicon Futures for May 2025 - IBM THINK, CadenceLIVE and more!
Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research join the neXt Curve podcast to review semiconductor industry events from early May 2025, including IBM THINK 2025 and CadenceLIVE 2025. The discussion also covers insi…
- Highlights and Insights from RSAC 2025 (with Jo Peterson)
Jo Peterson of Clarify360 and Leonard Lee of neXt Curve discuss highlights from the RSAC 2025 conference and the Cloud Security Alliance's State of SaaS Security 2025-2026 report. Key topics include shadow AI, agentic AI, security posture…
- Silicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain Turbulence
Jim McGregor of Tirias Research joins Leonard Lee of neXt Curve to discuss the state of the semiconductor industry in March and April 2025. Topics include the impact of global tariffs, takeaways from Embedded World 2025, and the accelerate…
- 2025 Cybersecurity Priorities (with Bob Carver & Debbie Reynolds)
Bob Carver, Leonard Lee, and Debbie Reynolds discuss 2025 cybersecurity priorities, covering topics such as AI-driven threats, infostealers, deepfakes, and the role of micro-segmentation, privacy, and awareness in protecting consumers and…
- Leading Analyst's Recap Intel Vision 2025
Karl Freund, Jim McGregor, Dave Altavilla, and host Leonard Lee recap the Intel Vision 2025 event. They discuss Intel's AI strategy, the 18A process, Intel Foundry, and the state of the company's Data Center and AI business.
- MWC 2025 Ericsson Booth Tour (with Oliver Buschmann)
Leonard Lee of neXt Curve tours the Ericsson booth at MWC 2025 with VP of Strategy Oliver Buschmann. The discussion covers Aduna, network APIs, differentiated connectivity, programmable networks, and 5G monetization.
- MWC 2025: A chat with Erik Ekudden, CTO of Ericsson
In this episode of The neXt Curve reThink Podcast, Leonard Lee interviews Ericsson CTO Erik Ekudden at MWC 2025. They discuss industry tech leadership and the reinvention of the network in the 5G era and beyond.
- Highlights from NVIDIA GTC 2025 (with Jim McGregor, Francis Sideco, Karl Freund)
Karl Freund, Jim McGregor, and Francis Sideco join the host to discuss their takeaways from NVIDIA GTC 2025. The discussion covers NVIDIA's evolving identity, their AI computing portfolio, software stack, and developments in synthetic data…