Shows
Say Yes and Become with Leonard Lee181: Life Coaching with Leonard LeeA solo episode this week with a bit of life coaching from Leonard Lee.
2026-02-0247 min
The neXt Curve reThink PodcastWhere is Telco going in 2026? (with Sebastian Barros)Send us a textIn this episode, Leonard Lee, Executive Analyst at neXt Curve, and special guest, Sebastian Barros, managing director at Circle, former-Ericsson, and former-Google telco leader, tackle some of the top questions of the telco industry for 2026.Where is Telco going in 2026?What is 6G and what should it be about?Why will GenAI matter in telco and how? What about AI?Sebastian is one of the bright thought leaders in the telco industry who has and continues to generously shared his insights and analysis at an amazingly prolific level. It was a...
2026-01-2658 minThe neXt Curve reThink PodcastThe State of Agentic AI and Prospects for Industrial AutomationSend us a textAgentic AI has been a hot topic since the beginning of 2025 fueled by the promise of autonomous automation of operations and business for all industries. Yet, much like generative AI overall, agentic AI solutions have turned out to more challenging than anticipated and forecasted. What's the deal? Join Leonard Lee, Executive Analyst, neXt Curve, as he shares his insights into the impact of Agentic AI for manufacturing and industrial applications. Leonard will be expanding on this topic at MD&M West in Anaheim, CA on Feb 3rd. For this br...
2026-01-2625 minThe neXt Curve reThink PodcastThe State of Cloud and AI from re:Invent 2025 (with David Linthicum)Send us a textneXt Curve's reThink Podcast focuses on tech and the industry topics that matter.In this episode, Leonard Lee of neXt Curve is joined by renowned cloud computing thought leader, David Linthicum of Linthicum Research, to talk about the state of cloud and AI along with a recap of our time at re:Invent 2025. They discuss the current state of cloud computing, particularly focusing on the widespread shift towards AI and agentic AI. David shares his experiences and thoughts on the significant focus on AI infrastructure witnessed at AWS re:In...
2025-12-1135 minThe neXt Curve reThink PodcastWhat to Expect at AWS re:Invent 2025 (with Jo Peterson)Send us a textIt’s time for the biggest cloud and AI event on the planet! AWS re:Invent 2025 is about to kick off.Leonard Lee of neXt Curve caught up with Jo Peterson, Principal Analyst at ClearTech Research, to share our predictions for the present and future of cloud and AI computing just before we stepped into the analyst pre-brief a day before AWS CEO Matt Garman’s keynote.Last year, Matt Garman led with cloud and security. Will AWS hold to the foundation of their business in a year of subd...
2025-12-0210 minThe neXt Curve reThink PodcastRecap of Mavenir Global Analyst Day 2025 (with Earl Lum)Send us a textLeonard Lee, Executive Analyst at neXt Curve, and Earl Lum, President of EJL Wireless, were invited to Mavenir's Global Analyst Event 2025, which took place in Allen, Texas. After skipping a couple of years of the event, it was good to catch up with the Mavenir leadership team and with Earl to get an update on the state of Mavenir after its re-capitalization in July of 2025, it's new charter and strategy, and the state of Open RAN.As many of you know, Mavenir has been a bellwether of the Open R...
2025-11-2119 minSay Yes and Become with Leonard Lee173: Say Yes w/ Leonard Lee (w/Matt Morecraft)Matt Morecraft takes over the hosting duties today to interview Leonard about his ministry and faith.
2025-11-101h 08The neXt Curve reThink PodcastRecap of Cisco Partner Summit 2025 (with Anurag Agrawal)Send us a textLeonard Lee was joined by Anurag Agrawal, Chief Global Analyst of Techaisle, at the Cisco Partner Summit 2025, which took place in San Diego, CA. Leonard and Anurag took a moment at the partner pavilion to recap the event and share their analysis of Cisco’s product announcements and the Cisco 360 partner program.While AI infrastructure is the talk of the town, enterprise AI is what will matter. Where is Cisco in helping their partners help their customers along their enterprise AI journey? Find out!Hit Leonard, Anurag up on LinkedIn an...
2025-11-0817 minThe neXt Curve reThink PodcastAnalysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez)Send us a textTM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year. This year, DTW Ignite was heavily slanted toward the topic of autonomous networks and reaching L4, but there was much more. The trio converged on Zoom to compare notes and share their thoughts on what mattered at DTW Ignite 2025.
2025-07-0826 minThe neXt Curve reThink PodcastThe State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum)Send us a textIt's been a short four months since the last episode of "From the Radio to the RIC" with Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve. The duo decided to get on the mic to talk about Nokia's Midsummer Update 2025, Mavenir's latest business and financial update, and TM Forum's DTW Ignited 2025 which took place in Copenhagen, Denmark.In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights:Nokia's new radio portfolio and the elimination of those...
2025-06-2834 minThe neXt Curve reThink PodcastCloud and Neocloud FinOps and Economics (with Hyoun Park)Send us a textFinOps has become a thing over the past four to five years as enterprises began to grip on their cloud spending across the board from infrastructure to SaaS software. FinOps was a long time coming and built on pioneering work a decade ago to bring cloud economics into view. Now we face a new era in FinOps as enterprises ramp up their spending on AI infrastructure services and applications. What is the state of FinOps in an era of AI?Hyoun Park, CEO and Principal Analyst at Amalgam Insights j...
2025-06-1530 minThe neXt Curve reThink PodcastHighlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez)Send us a textAfter two extremely dense and informative days of Cisco's analyst program at Cisco Live! 2025 which too place in San Diego, Leonard Lee of neXt Curve and Maribel Lopez of Lopez Research sat down in the analyst forum plenary ballroom to tape what was supposed to be a greeting video to Jo Peterson, a mutual friend who has been on the neXt Curve podcast. Hi, Jo!The analyst relations team at Cisco put on a fantastic program this year to give analyst the opportunity to engage with the Cisco executives who were...
2025-06-1215 minThe neXt Curve reThink PodcastHighlights and Insights from RSAC 2025 (with Jo Peterson)Send us a textJo 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 Alliance.Jo and Leonard hit on the following topics:➡️ What is on Jo's mind from RSAC 2025 (2:34)➡️ The specter of shadow AI (5:05)➡️ The Cloud Al...
2025-04-3022 minThe neXt Curve reThink PodcastSilicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain TurbulenceSend us a textJim 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 House that has roiled the markets and industries and trade relations with the U.S. face unprecedented uncertainty. What are the implications on the...
2025-04-2646 minThe neXt Curve reThink Podcast2025 Cybersecurity Priorities (with Bob Carver & Debbie Reynolds)Send us a textBob 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 year and beyond as AI-infused and -augmented cybersecurity threats and attacks challenge us all. Bob, Leonard, and The Data D...
2025-04-1748 minThe neXt Curve reThink PodcastLeading Analyst's Recap Intel Vision 2025Send us a textKarl 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 strategy from a data center perspective.➡️ 18A upon which Intel's hopes and future leadership hang.➡️ Intel's less than compelling AI strategy and vision.➡️ The diversity of AI and the heterogeneous pre...
2025-04-0528 minThe neXt Curve reThink PodcastMWC 2025: A chat with Erik Ekudden, CTO of EricssonSend us a textThis 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 topics important to the industry with a nice mix of levity. We didn’t know where the conversation woul...
2025-03-3007 minThe neXt Curve reThink PodcastMWC 2025 Ericsson Booth Tour (with Oliver Buschmann)Send us a textneXt 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 and the opportunities amassing behind 5G SA.
2025-03-3022 minThe neXt Curve reThink PodcastMWC 2025 Highlights & Insights (with Peter Jarich and Chetan Sharma)Send us a textPeter 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 otherwise overwhelming event?Peter, Chetan, and Leonard touch on the following topics: Key impressions from the event. What was different from last year?W...
2025-03-1257 minThe neXt Curve reThink PodcastSilicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)Send us a textJim 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 Q4 2025 Earnings & Outlook - The bellweather of AI (2:31)➡️ Intel dismantling rumors regarding Broadcom & TSMC (6.00)➡️ Arm announces new IoT Platform and Cortex A320 (10:03)➡️ Qualcomm unveils their new Dragoon...
2025-02-2829 minThe neXt Curve reThink PodcastSilicon Futures for February 2025: The State of NVIDIA (with Karl Freund)Send us a textKarl 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 from the NVIDIA Q4 25' earnings call (2:31)➡️ The DeepSeek factor: factored in or not? (6:00)➡️ The distilled future of AI: cheaper tokens, more models (10:03)➡️ How will the gravity...
2025-02-2721 minThe neXt Curve reThink PodcastWhat's up with AI PC? (with Anurag Agrawal and Prakash Sangam)Send us a textWelcome 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 utility and entertainment. The Work n' Play Tech Series is co-hosted by Leonard Lee, Executive Analyst at neXt Curve, Anurag Agrawal, Chief Global A...
2025-02-0854 minThe neXt Curve reThink PodcastWhat's Hot in Tech in 2025 (with Mischa Dohler)Send us a textIt'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 Dohler, musician, technologist, futurist (2:50)What's on Mischa's tech radar? (5:30)Remote health and emergency services (8:40)5G's maturity a...
2025-01-3043 minThe neXt Curve reThink PodcastMWC 2025 Agenda (with Earl Lum)Send us a textMobile 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 in radios and antennas➡️ Open RAN Squid Game Season 2➡️ Network APIs, marketplaces and exchanges➡️ Open Gateway Initiat...
2025-01-2816 minThe neXt Curve reThink PodcastThe Beta AI Mentality (with Debbie Reynolds)Send us a textDebbie 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 the absence of it. Leonard and The Data Diva parse through some highlights of some recent Beta AI d...
2025-01-2744 minThe neXt Curve reThink PodcastQuick Hit: Samsung Galaxy Unpacked 2025Send us a textWhile 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. Check out a couple of key takes from Leonard Lee who attended Galaxy Unpacked 2025 as he was on the verge of getting kicked out of the exhibition area.
2025-01-2303 minThe neXt Curve reThink PodcastSnapdragon at Samsung Galaxy Unpacked 2025 (with Chris Patrick)Send us a textneXt 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 AI PC. Leonard and Chris talk about the legacy of the mobile NPU and where it is going.The smartphone is...
2025-01-2209 min