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
150 episodes
Top Insights from Mobile World Congress 2025 (with Earl Lum and Marc Pous)
Welcome to the neXt Curve reThink series that focuses on the present and the future of mobile wireless technologies and industry - The Radio to the RIC.In this installment of the Radio to the RIC series, Leonard and Earl and special gue...
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Season 7
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Episode 13
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47:19
Silicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)
Jim 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
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Season 7
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Episode 12
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29:52
Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund)
Karl 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 compu...
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Season 7
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Episode 11
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21:17
What's up with AI PC? (with Anurag Agrawal and Prakash Sangam)
Welcome 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 ...
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Season 7
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Episode 10
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54:28
Silicon Futures for January 2025 (with Karl Freund and Jim McGregor)
Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research ...
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Season 7
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Episode 9
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52:44
What's Hot in Tech in 2025 (with Mischa Dohler)
It'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...
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Season 7
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Episode 8
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43:54
MWC 2025 Agenda (with Earl Lum)
Mobile 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 telecommunicatio...
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Season 7
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Episode 7
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16:17
The Beta AI Mentality (with Debbie Reynolds)
Debbie 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 A...
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Season 7
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Episode 6
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44:40
NAMM 2025 Snapdragon Booth (with PJ Jacobowitz)
One of the pleasant surprises of NAMM Show 2025 was bumping into Qualcomm. We don’t see too many chip companies making a presence, but given that the AI PC is here as is Snapdragon X Series of mobile processors, it makes sense for Qualcomm to s...
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Season 7
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Episode 5
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5:46
Quick Hit: Samsung Galaxy Unpacked 2025
While 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 daunti...
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Season 7
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Episode 4
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3:32
Snapdragon at Samsung Galaxy Unpacked 2025 (with Chris Patrick)
neXt 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:...
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Season 7
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Episode 3
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9:33
The Trillionaire Inventor (with Marta Karczewicz)
Invention 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 t...
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Season 7
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Episode 2
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24:16
The Macro Antenna Market Outlook 2025 (with Earl Lum)
Earl 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 A...
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Season 7
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Episode 1
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18:35
Silicon Futures for December 2024 (with Karl Freund and Jim McGregor)
Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research ...
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Season 6
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Episode 55
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50:29
Highlights and Outcome of the Arm vs. Qualcomm Trial (with Prakash Sangam)
Prakash 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 th...
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Season 6
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Episode 54
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33:46
2024-The Year in Security & Trust (with Debbie Reynolds)
Debbie 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...
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Season 6
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Episode 53
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37:21
The M&M (Marvell and Mavenir) 2024 Events Recap (with Earl Lum)
Earl 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 a...
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Season 6
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Episode 52
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31:11
Marvell Industry Analyst Day 2024 Recap (with Prakash Sangam)
Prakash 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 aroun...
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Season 6
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Episode 51
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30:09
Silicon Futures for November - SC 2024, Qualcomm Investor Day and more! (with Karl Freund and Jim McGregor)
Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research ...
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Season 6
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Episode 50
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43:15
Ericsson's D-15 Analyst Event & ZTE 5G Summit (with Earl Lum)
In this episode of the neXt Curve reThink podcast, Leonard Lee and Earl Lum of EJL Wireless Research recap Ericsson's D-15 Analyst Event and ZTE's 5G Summit which took place in Istanbul, Turkey.This episode is a cornucopia of internatio...
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Season 6
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Episode 49
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44:07
5G Americas Analyst Forum 2024 Recap (with Earl Lum and Prakash Sangam)
The 5G Americas Analyst Forum 2024 took place in Dallas. Leonard Lee of neXt Curve, Earl Lum of EJL Wireless Research, and Prakash Sangam of Tantra Analyst were there. This year's event highlighted the need for 5G standalone deployment to enabl...
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Season 6
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Episode 48
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47:33
Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)
Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve on the October 2024 edition of Silicon Futures to talk about the hot topics in the semiconductor industry and technology.It's busy season f...
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Season 6
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Episode 47
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30:05
MWC Las Vegas 2024 Recap and Highlights (with Earl Lum)
At MWC Las Vegas 2024, the absence of major operators and the emphasis on enterprise solutions signaled a shift in the industry. While the hype surrounding private networks generated significant interest, the scarcity of new spectrum and the de...
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Season 6
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Episode 46
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30:35
The 6G Reset (with Dean Bubley)
Dean Bubley and a group of industry colleagues made a proposition to reset 6G. neXt Curve could not resist but to bring Dean on to chat about the intent behind this call to arms of sorts. Dean joins Leonard Lee discuss the need to...
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Season 6
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Episode 45
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30:08
XC Webcast 2024-Mobile Future Forward Recap (with Chetan Sharma)
In this episode of the neXt Curve reThink podcast, renowned industry and tech analyst, Chetan Sharma, joins Leonard Lee of neXt Curve to recap the 15th annual installment of Mobile Future Forward 2024, which brought together industry leaders to...
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Season 6
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Episode 44
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29:25