Podcast Rethink Next terbaik (2024)

1
Synthetic Engagement with Generative AI (with Debbie Reynolds) 31:17

5d ago31:17

31:17

Send us a Text Message. 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 applicati…

1
The NVIDIA Blackwell "Delay" (with Dylan Patel) 48:45

8d ago48:45

48:45

Send us a Text Message. 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 …

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The EU AI Act is Law! Now What? (with Debbie Reynolds) 41:53

8d ago41:53

41:53

Send us a Text Message. 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 p…

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Semiconductor Industry Outlook H2 2024 (with Mario Morales) 52:39

9d ago52:39

52:39

Send us a Text Message. 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 sup…

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The United States vs. Google: What's Next? (with Prakash Sangam) 22:50

10d ago22:50

22:50

Send us a Text Message. 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 sear…

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CrowdStrike "Outage", Nokia + Infinera, DTW Ignite 2024, and Network APIs (with Roy Chua) 1:00:21

22d ago1:00:21

1:00:21

Send us a Text Message. 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 F…

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Data Diva 911! The CrowdStrike "Outage" and more (with Debbie Reynolds) 47:28

24d ago47:28

47:28

Send us a Text Message. 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 t…

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Artificial General Intelligence (AGI) & AI Computing Update (with Karl Freund) 50:42

29d ago50:42

50:42

Send us a Text Message. 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 debat…

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Samsung Galaxy Fold Unpacked 2024 Recap (with Prakash Sangam) 52:07

1M ago52:07

52:07

Send us a Text Message. 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 …

1
Privacy Update! Recall and Apple Intelligence (with Debbie Reynolds) 40:07

2M ago40:07

40:07

Send us a Text Message. 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 Reynol…

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Snapdragon X Series at Computex 2024 (with Jim McGregor & Dave Altavilla) 38:22

2M ago38:22

38:22

Send us a Text Message. 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…

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Intel Tech Tour 2024 Recap (with Jim McGregor & Dave Altavilla) 36:38

2M ago36:38

36:38

Send us a Text Message. 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 …

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Computex 2024 Recap (with Jim McGregor of Tirias Research) 45:14

2M ago45:14

45:14

Send us a Text Message. 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…

1
Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam) 44:37

3M ago44:37

44:37

Send us a Text Message. 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 A…

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"The Radio to the RIC": 2024 Telco Tech Outlook (with Earl Lum) 18:15

3M ago18:15

18:15

Send us a Text Message. 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…

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RSAC 2024 Recap (with Roy Chua, AvidThink) 44:37

3M ago44:37

44:37

Send us a Text Message. 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 …

1
Unicorns, Hypes & Bubbles (with Dr. Jeffrey Funk) 34:55

4M ago34:55

34:55

Send us a Text Message. 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…

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Vision 2024: The Intel AI Show (with Karl Freund) 32:15

4M ago32:15

32:15

Send us a Text Message. 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 t…

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Why does the NPU matter for the AI PC? (with Nitin Kumar, Qualcomm) 12:06

5M ago12:06

12:06

Send us a Text Message. 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 …

1
Highlights from NVIDIA GTC 2024! Are GPUs eating the world? 37:54

5M ago37:54

37:54

Send us a Text Message. 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 energ…

1
Recapping MWC 2024 (with Patrick Lopez & Earl Lum) 51:34

5M ago51:34

51:34

Send us a Text Message. 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 focusin…

1
Recapping MWC 2024 (with Roy Chua & Prakash Sangam) 49:48

5M ago49:48

49:48

Send us a Text Message. 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 …

1
Highlights & Insights from MWC 2024 (with Transforma Insights) 43:04

5M ago43:04

43:04

Send us a Text Message. 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 …

1
Top Insights from Mobile World Congress 2024 (with Earl Lum and Marc Pous) 26:24

6M ago26:24

26:24

Send us a Text Message. 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 …

1
Introducing The Essential Validated Insights Podcast 2024 12:56

6M ago12:56

12:56

Send us a Text Message. 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…

1
The Great Custom AI Chip Trend (with Karl Freund) 27:34

6M ago27:34

27:34

Send us a Text Message. 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 …

1
Apple Vision Pro Final Analysis: A Pixar Moment? 10:03

6M ago10:03

10:03

Send us a Text Message. 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 a…

1
Why The AI PC Matters, Or Does It? (with Karl Freund) 25:42

6M ago25:42

25:42

Send us a Text Message. 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 …

1
Our MWC 2024 Research Agenda (with Transforma Insights) 13:50

6M ago13:50

13:50

Send us a Text Message. 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…

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MWC 2024 Research Agenda (with Earl Lum) 10:08

6M ago10:08

10:08

Send us a Text Message. 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 …

1
What to Expect from the Semiconductor Industry in 2024 (with Ian Cutress) 36:05

7M ago36:05

36:05

Send us a Text Message. 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 us…

1
Generative AI Monetization (with Karl Freund) 29:52

7M ago29:52

29:52

Send us a Text Message. 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 d…

1
Analyst Insights from Samsung Galaxy Unpacked 2024 (with Prakash Sangam) 33:04

7M ago33:04

33:04

Send us a Text Message. 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 …

1
Recap of CES 2024 (with Jim Morrish of Transforma Insights) 48:17

7M ago48:17

48:17

Send us a Text Message. 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 …

1
Recap of Silverlinings' Cloud Executive Summit 2023 (with Prakash Sangam) 24:57

7M ago24:57

24:57

Send us a Text Message. 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…

1
Closing the Loop in Biosciences (with Dr. Oxana Pickeral, Honeywell) 18:51

8M ago18:51

18:51

Send us a Text Message. 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 organiza…

1
Setting The Stage for AI in 2024 (with Karl Freund) 32:22

8M ago32:22

32:22

Send us a Text Message. 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 A…

1
Privacy & Trust in GenAI Personalization (with Debbie Reynolds) 23:10

8M ago23:10

23:10

Send us a Text Message. 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 w…

1
The Year in Trust 2023 (with Debbie Reynolds) 38:25

8M ago38:25

38:25

Send us a Text Message. 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…

1
Silicon Futures: The State of AI Computing 2023 (with Karl Freund) 33:03

8M ago33:03

33:03

Send us a Text Message. 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-charg…

1
"The Radio to the RIC" - AT&T's Open RAN Deal with Ericsson (with Earl Lum) 14:20

8M ago14:20

14:20

Send us a Text Message. 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 …

1
The Present and Future of Private 5G (with Dean Bubley) 36:15

11M ago36:15

36:15

Send us a Text Message. 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, E…

1
Quantumverse 2023 (with Chetan Sharma) 31:40

11M ago31:40

31:40

Send us a Text Message. Welcome to the neXt Curve reThink Analyst Corner series focused on 5G and beyond. In this installment of the 5G and Beyond series, Leonard is joined by renowned telco industry strategist and thought leader, Chetan Sharma, CEO of Chetan Sharma Consulting and the host of Mobile Future Forward, one of the preeminent executive s…

1
The State & Future of Open RAN (with Patrick Lopez) 45:48

1y ago45:48

45:48

Send us a Text Message. 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 is joined by special guest, Patrick Lopez, CEO and founder of {Core Analysis}, …

1
Sony Honda Mobility's Afeela Tour at the Qualcomm HQ 5:07

1y ago5:07

5:07

Send us a Text Message. 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 C…

1
The Need for a 5G Reset (with John Smee, Qualcomm) 25:57

1y ago25:57

25:57

Send us a Text Message. 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 Sme…

1
What is Safe AI? (with Debbie Reynolds) 21:07

1y ago21:07

21:07

Send us a Text Message. 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 enhancemen…

1
The Present and Future of Industry 4.0 (with Jack Gold) 35:56

1y ago35:56

35:56

Send us a Text Message. 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…

1
What is Responsible AI? (with Debbie Reynolds) 20:22

1+ y ago20:22

20:22

Send us a Text Message. 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 pe…

1
The Regulatory Landscape for Privacy Rights and Protection (with Debbie Reynolds) 11:15

1+ y ago11:15

11:15

Send us a Text Message. 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 acro…

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