Shows
The 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 minThe neXt Curve reThink PodcastThe Trillionaire Inventor (with Marta Karczewicz)Send us a textInvention 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.neXt Curve’s Leonard Lee had the opportunity to speak with master inventor, Dr. Marta Karczewicz, VP of technology and fellow at Qualcomm, about her ca...2025-01-2124 minThe neXt Curve reThink PodcastThe Macro Antenna Market Outlook 2025 (with Earl Lum)Send us a textEarl Lum of EJL Wireless joins Leonard Lee of neXt Curve to talk about the reigniting of his research in mobile wireless macro antennas after a multi-year hiatus. He has just released the first phase of his research, the "Global Macro Antenna Analysis & Forecast 2024 to 2028" report soon to be followed by his market share report.This episode is a great primer for those of you who are not radio and antenna folks but have a curiosity to strong interest in why antennas matter and why they are so important and indicative...2025-01-1918 minThe neXt Curve reThink PodcastHighlights and Outcome of the Arm vs. Qualcomm Trial (with Prakash Sangam)Send us a textPrakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to share his insights on the Arm vs. Qualcomm trial that took place in Delaware from December 16th to the 20th 2024. Prakash was in the courtroom for all five days and observed the in entire trial to its conclusion. Prakash provided play-by-play coverage of the trial is it occurred providing his insights. He was kind enough to share some key highlights and takes on the special reThink Podcast episode.Prakash and Leonard parse through the highlights and key takeaways fro...2024-12-2333 minThe neXt Curve reThink Podcast2024-The Year in Security & Trust (with Debbie Reynolds)Send us a textDebbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to recap a crazy, tumultuous, and disturbing year for security, trust, and privacy where we saw some of the most catastrophic data breaches and cybersecurity incidents in recent memory and in history. Leonard and The Data Diva parse through the security and trust events and happenings that mattered in 2024:Leonard's impression of security & trust in 2024? (1:30)Debbie's highlights in security & trust in 2024 (2:54)The cybercriminal economy's catalytic moment (6:35)GenAI: cybersecurity friend or foe? (8:15)Data breaches fin...2024-12-2237 minThe neXt Curve reThink PodcastThe M&M (Marvell and Mavenir) 2024 Events Recap (with Earl Lum)Send us a textEarl Lum of EJL Wireless joins Leonard Lee of neXt Curve to recap and to share and discuss the highlights and the key takes from Marvell's Industry Analyst Day 2024 and Mavenir's Analyst Event that capped of an intense year of events. Leonard and Earl cover the telco and networking aspects of Marvell's event while Earl provides what he can from Mavenir's 2-day information-packed analyst forum.Earl & Leonard discuss the following topic that mattered from M&M Tour 2024:Marvell Industry Analyst Day 2024 Recap (2:09)Marvell - Every networking & interconnect for GenAI supercomputing (5:02...2024-12-1731 minThe neXt Curve reThink PodcastMarvell Industry Analyst Day 2024 Recap (with Prakash Sangam)Send us a textPrakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to recap Marvell's Industry Analyst Day 2024 event, which took place in Santa Clara at the Marvell HQ. Marvell brings together many of the leading tech industry analyst from around the world toward the end of the year for a reunion that turns out to be a great recap and temperature check of the semiconductor industry given the diversity of Marvell's business. This year was the year of generative AI and accelerated infrastructure. It looks like next year will be as well, but...2024-12-1630 min