The neXt Curve reThink Podcast
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
-> Immersive Reality & XR
-> Emerging & Advanced ICT Technologies
Check out our research at www.next-curve.com.
Episodes
201 episodes
Silicon Futures for April 2026 - The AI CPU craze, Qualcomm's custom AI, Google TPU 8 explained
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.This month shall be dubbed the month of specialization as the tide of AI compute make a hard turn toward inference a...
The Blueprint for Agentic Security (with Raj Chopra)
The topic of agentic security was a very big one at RSAC Conference this year. The conversation was split between safe and secure agentic AI enablement for the enterprise (and consumers), and the agentic enablement of threat actors armed with a...
The Unknown Unknowns of Agentic Security (with Raj Chopra)
It was a busy week at RSAC Conference 2026. The topic of agentic security was a very big one, whether you were contemplating it for securing agents you deploy in your enterprise or protecting it from malicious AI agents.neXt Curve's Leo...
Quantum Computing Master Class & Quantum Day Insights
In this special Silicon Futures podcast episode, Karl and Jim provide a master class on the modalities of quantum computing and the state of their development and commercialization. The trio then provide their insights and analysis of NVIDIA's ...
Silicon Futures for March 2026 - Intel Foundry, Embedded World, Edge AI and Arm Everywhere
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon...
The Ultimate NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)
Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. Or was it a ChatGPT moment?The trio unpacks a deluge of an...
The Unthinkable MWC 2026 Recap (with Dean Bubley and Andrew Collinson)
neXt Curve had the privilege to have Dean Bubley of Disruptive Analysis, and Andrew Collinson of Connective Insight join us to have an "Unthinkable" recap of Mobile World Congress 2026, which took place in Barcelona, Spain, last week. It's a se...
A Raw MWC 2026 Recap (with Earl Lum and Marc Pous)
It’s become an annual neXt Curve tradition. A brutally honest recap and reflections on Mobile World Congress with Earl Lum of EJL Wireless Research, and Marc Pous of Edge Impulse, over amazing food, amazing wine, at a hidden, lesser-known culin...
Silicon Futures for February 2026 - NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!
Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.In this episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026. ...
Apple Vision Pro versus Samsung Galaxy XR (with Prakash Sangam)
What is immersive reality? It is the current generation of XR experiences characterized by ultra-high-definition spatial video and audio that deliver near-life-like experiences.More than two years after Apple announced the Vision Pro, S...
About Network APIs and Agentic AI (with Andrew Collinson and Dean Bubley)
There is a ton of talk about how AI is disrupting everything and will reinvent industries, especially telco. Is that truly the case?At the forefront of this notion going into MWC and Ericsson’s pre-MWC Analyst Briefing are ...
The State of AI and the Prospects for Industrial Automation (MD&M West 2026)
Leonard Lee, Executive Analyst at neXt Curve, was invited by Industry 4.0 Club to present at MD&M West 2026 to talk about the state of agentic AI and the prospects of the technology for industrial automation. Agentic AI has be...
Silicon Futures for January 2026 - CES, Panther Lake, Vera Rubin, Maia 200 and more!
Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.In this episode, Leonard, Karl and Jim talk about some of the top headlines from January of 2026. <...
The Security and Trust Outlook for 2026 (with Debbie Reynolds)
In this episode, Leonard is joined by our good friend and privacy and security maven, The Data Diva, Debbie Reynolds of Debbie Reynolds Consulting to get a feel for the outlook of security, privacy, and trust in 2026.The security and tru...
Where is Telco going in 2026? (with Sebastian Barros)
In 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.
The State of Agentic AI and Prospects for Industrial Automation
Agentic 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 challen...
CES 2026 and Lenovo Tech World 2026 Recap (with Anurag & Prakash)
Leonard is joined by Anurag Agrawal of Techaisle and Prakash Sangam of Tantra Analyst to discuss the highlights of CES 2026, the Mecca of Tech, and Tech World 2026, Lenovo’s marquee event and showcase, which took place at The Sphere. <...
Silicon Futures for December 2025 - NVIDIA + Groq, Trainium 4, Marvell, and 2026 predictions!
Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.In this mega-catchup recap episode, Leonard and Karl talk about some of the top headlines of December 2025.&...
The State of Cloud and AI from re:Invent 2025 (with David Linthicum)
neXt 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...
Silicon Futures for November 2025 (with Jim McGregor and Karl Freund)
Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.In this mega catch-up recap episode, Leonard, Karl and Jim talk about some of the top headlines from Septemb...
What to Expect at AWS re:Invent 2025 (with Jo Peterson)
It’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 ...
Recap of Mavenir Global Analyst Day 2025 (with Earl Lum)
Leonard 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 goo...
Snapdragon Architecture Deep Dive 2025 (with Kedar Kondap)
neXt Curve had the privilege of being invited to the first Snapdragon Architecture Day, which took place in San Diego, CA, unveiling the second-generation Snapdragon X2 Elite and Snapdragon X2 Extreme AI PC processors.Leonard Lee of neX...
Recap of Cisco Partner Summit 2025 (with Anurag Agrawal)
Leonard 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 analys...
Leading Thoughts on Thought Leadership (with Peter Linder)
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 lead...