Send us a text Leonard Lee, Executive Analyst at neXt Curve, is joined by Peter Linder, Head of Thought Leadership for Ericsson in the Americas, in this enlightening episode of the Rethink Podcast. Together, they delve deep into what thought leadership truly entails, especially in the complex world of telco and mobile wireless industries. Peter shares his invaluable insights and experiences, emphasizing the importance of framing problems differently, providing strong evidences, ...

Send us a text I always have a blast spending time chatting and debating the leading edge tech topics of the day with my fellow analyst, especially Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research LLC. It's even better when we are in Maui for these discussions as we were this week at Qualcomm's 10th Snapdragon Tech Summit 2025 (#paidtravel_snapdragon). Jim and I took a moment to take one last look at a gorgeous view of Larry's Island as we recapped Snapdragon Tech Summ...

Send us a text Exploring AI and Generative AI Innovations at Snapdragon Summit 2025 In this episode, Leonard Lee, executive analyst at neXt Curve, interviews Vinesh Sukumar, Vice President of Product Management AI at Qualcomm, during the Snapdragon Summit 2025 in Maui. The discussion delves into Qualcomm's bold vision of AI as the next user interface, the evolution of AI experiences, and the critical role of heterogeneous computing involving NPU, GPU, and CPU. Vinesh elaborates on the advanc...

Send us a text Insights from Qualcomm's Snapdragon Summit 2025: A Conversation with Don McGuire In this episode, Leonard Lee, Executive Analyst at Next Curve, sits down with Don McGuire, CMO of Qualcomm, at the Snapdragon Summit 2025 in Maui. The discussion covers Qualcomm's journey and milestones, including the rise of Snapdragon as a consumer brand and the significance of its BrandZ ranking. They delve into Qualcomm's marketing strategies, emphasizing creativity, storytelling, and audience...

Send us a text Why are enterprise GenAI and agentic AI solutions challenging to design, deploy, and maintain? What are organizations doing wrong, and what can they do to get ROI out of their GenAI investments against the feverish pace of innovation and technological advancements? This episode of the neXt Curve Rethink podcast addresses the challenges, opportunities, and the elusive nature of enterprise-grade generative AI and agentic AI. Leonard Lee, Executive Analyst at neXt Curve, is joine...

Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August. Topics that mattered in the AI and semiconductor universe capping off August of 2025: Analysts' takes and analysis of Hot Chips 2025GlobalFoundries Technology Summit 2025 and the MIPS acquisitionHit Leonard, Karl, and...

Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leadership Summit which took place in Deer Valley, UT. Topics that mattered in the AI and semiconductor universe at the midpoint of August of 2025:...

Send us a text Leonard has been skeptical about the foldable category for years, but 2024-2025 has brought about devices that are starting to reach a level of technical and design maturity, he felt compelled to compare notes with long-time foldable user and reviewers, Prakash Sangam of Tantra Analyst. Samsung was good enough to let Leonard and Prakash take the new Galaxy Z Fold7 foldable smartphone for a test drive. In this episode of the neXt Curve reThink podcast, Leonard and Prakash share ...

Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In the month of July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A and 18A in determining the future of Intel Foundry, and a number of other hot topics and news items running up to the end of July 2025. Topics that...

Send us a text TM 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 converge...

Send us a text neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises. Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and rage of the last two years. Find out why the AI workstation might breathe life into the AI PC and provide a bridge for GenAI to cross from c...

Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, networks, edge AI, and the fast-evolving sensor edge, and provide their analysis of Qualcomm’s announced acquisition of Alphawave Semi and much mor...

Send us a text AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, without sensors, AI would not be possible. This roundtable will explore the role of sensors in fueling AI capabilities, and in turn, will examine how AI...

Send us a text It'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 rad...

Send us a text Sensors Converge celebrated its 40th year as a fixture and iconic event that has tracked the history of sensor technology in the Silicon Valley. This year was a comeback year as the even has worked its way out of the pandemic nadir that has challenged the conference. This year, event drew over 5,000 from around the world attending one of the few sensor and MEMS conferences in the epicenter of tech innovation, the Silicon Valley. Prakash and Leonard cover the following topics a...

Send us a text FinOps 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 ...

Send us a text After 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 ...

Send us a text Jim McGregor of TIRIAS Research joined neXt Curve to cover the first half of 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 duo also shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of note in the first half of May. This episode covers the follow topics: ➡️ Highlights and key takes from CadenceLIVE 2025 ➡️ Jim's recap of IBM Think ...

Send us a text Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of 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 shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of note in the first half of May. This episode covers the follow topics: ➡️ Highlights and key takes from IBM ...

Send us a text 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 Alliance. Jo and Leonard hit on the following topics: ➡️ What is on Jo's ...