The neXt Curve reThink Podcast

Leonard Lee

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.

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Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam)

Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam)

Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Microsoft's big developer event of the year - Build 2024 held at the Seattle Conference Center. Generative AI was the order of the day as was the big news, Copilot+ PC and a new era for the PC ushered in by Windows on Arm with Qualcomm's Snapdragon X Series of AI PC processors. The conference was dominated by the Copilot Stack. Microsoft had an overwhelming deluge of announcements. Leonard and Prakash parse through the stuff that matters:Intro and impressions of Microsoft Build 2024 (3:00)The advent of Copilot+ PC and Snapdragon X Series (11:15)What is the difference between the AI PC and Copilot+ PC? (17:55)The Apple dynamic. What do they have to do with Windows on Arm? (18:50)The impact of the AI PC on the economics of hybrid AI (22:20)What will Nvidia have to say about AI PC? (23:19)Windows 11 Recall - On or off? (25:25)The generative AI fragmentation problem (29:57)The persistent GenAI security gap and impediment to responsible AI (34:35)Microsoft's tools for realizing "clean data" essential for good AI (37:10)Microsoft's Real-Time Something or Other - IoT Platform redux? (40:34)The Microsoft versus Google-driven GenAI fragmentation challenge (41:09)Connect with Prakash and Tantra Analyst at www.tantraanalyst.com. Hit both of us on LinkedIn and take part in our industry and tech insights. Links to neXt Curve and Tantra Analyst podcasts are provided below:"Windows on Arm" Mega Day - Exclusive Qualcomm VP InterviewQualcomm Snapdragon X Elite & X Plus based AIPCs - Market Impact AnalysisWhy does the NPU matter for the AI PC? (with Nitin Kumar)Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Episodes

Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam)

Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam)

Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Microsoft's big developer event of the year - Build 2024 held at the Seattle Conference Center. Generative AI was the order of the day as was the big news, Copilot+ PC and a new era for the PC ushered in by Windows on Arm with Qualcomm's Snapdragon X Series of AI PC processors. The conference was dominated by the Copilot Stack. Microsoft had an overwhelming deluge of announcements. Leonard and Prakash parse through the stuff that matters:Intro and impressions of Microsoft Build 2024 (3:00)The advent of Copilot+ PC and Snapdragon X Series (11:15)What is the difference between the AI PC and Copilot+ PC? (17:55)The Apple dynamic. What do they have to do with Windows on Arm? (18:50)The impact of the AI PC on the economics of hybrid AI (22:20)What will Nvidia have to say about AI PC? (23:19)Windows 11 Recall - On or off? (25:25)The generative AI fragmentation problem (29:57)The persistent GenAI security gap and impediment to responsible AI (34:35)Microsoft's tools for realizing "clean data" essential for good AI (37:10)Microsoft's Real-Time Something or Other - IoT Platform redux? (40:34)The Microsoft versus Google-driven GenAI fragmentation challenge (41:09)Connect with Prakash and Tantra Analyst at www.tantraanalyst.com. Hit both of us on LinkedIn and take part in our industry and tech insights. Links to neXt Curve and Tantra Analyst podcasts are provided below:"Windows on Arm" Mega Day - Exclusive Qualcomm VP InterviewQualcomm Snapdragon X Elite & X Plus based AIPCs - Market Impact AnalysisWhy does the NPU matter for the AI PC? (with Nitin Kumar)Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

"The Radio to the RIC": 2024 Telco Tech Outlook (with Earl Lum)

"The Radio to the RIC": 2024 Telco Tech Outlook (with Earl Lum)

Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "The Radio to the RIC" to go through the key findings of Earl's baseband and radio reports for 2024.Earl & Leonard talk cover the following:Overview of the new EJL Wireless Research report (1:22)The outlook for 2024 and 2025 for radios and baseband markets (4:02)Key market and technology assumptions (6:30)Are 5G deployments mature? (8:45)Some additional color on the trends and outlook going forward (12:15)Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights. Links to the reports are here:EJL Wireless Research Publishes RAN RU/AAU Vendor Ranking Table for 2022-2023EJL Wireless Research Reports Global Macrocell RU/AAU Shipments Increased by 27% in 2023EJL Wireless Research Publishes RAN DU/BBU Vendor Ranking Table for 2023EJL Wireless Research Reports Global Macrocell DU/BBU Shipments Hit Record Level In 2023Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

RSAC 2024 Recap (with Roy Chua, AvidThink)

RSAC 2024 Recap (with Roy Chua, AvidThink)

Roy Chua of AvidThink joins Leonard Lee of neXt Curve to have a recap of RSA Conference 2024 held at the Moscone Center in San Francisco, CA May 6th to the 9th. Yes, AI was the order of the week, especially generative AI. What has the impact been on the cybersecurity industry and how has it enabled the threat actors who are eyeing the emerging technology for force multiplication?Roy and Leonard cover the following agenda: Discussion agenda (1:23)Impressions of RSAC 2024 from the analyst perspective (2:01)Roy's thoughts on the RSAC keynotes (6:16)Leonard's thoughts on the RSAC keynotes (7:42)Is generative AI the magic bullet? (9:46)The AI doing the heavy lifting in cybersecurity (11:43)The state of GenAI in security (13:34)The sweet spot for AI in security (14:51)Securing BYOGAI (17:32)The many flavors of GenAI (20:42)Zero trust GenAI for zero trust security (21:52)Emerging generative AI practices and implementations (24:41)Not all RAGs are the same (26:42)BOD pressure to put GenAI innovation ahead of security (28:26)The growing risk and cost of cybersecurity in a GenAI age (29:32)MFA lands on the endangered species list (31:01)Roy's recommendations to business and tech leaders (36:57)Leonard's recommendations to business and tech leaders (39:17)Connect with Roy Chua at www.avidthink.com, Hit both Leonard and Roy up on LinkedIn and take part in their industry and tech insights.Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Unicorns, Hypes & Bubbles (with Dr. Jeffrey Funk)

Unicorns, Hypes & Bubbles (with Dr. Jeffrey Funk)

In this installment of the neXt Curve reThink podcast, Leonard Lee of neXt Curve has a chat with Dr. Jeffrey Funk, well-known hypeslayer and technologist, to talk about unicorns, hypes & bubbles which also happens to be the title of his upcoming book on the dynamics of the constant stream of tech hype that dominates our tech discourse. The Leonard and Dr. Funk discuss:The reality of technology advancement and its potential (3:30)The perception issues that create perpetual cycles of hype (7:05)Fascination with novelty - The lowering of the standard for good (10:05)The importance of metrics in qualifying and quantifying tech impact (11:30)The unicorn challenge and the mystery of how they come about (16:12)Hype - The distraction from tech potential and value impact (21:15)The grounding of technology hype - economic impact (24:50)A better way of thinking about technology (26:38)Cutting through the hype (29:15)Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out Dr. Jeffrey Funk on LinkedIn and stay tuned for his book "Unicorns, Hypes & Bubbles" coming soon.

Vision 2024: The Intel AI Show (with Karl Freund)

Vision 2024: The Intel AI Show (with Karl Freund)

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from Intel's Vision 2024 event which took place in Phoenix, AZ. The duo talk and debate about:Introduction to Intel Vision 2024 (2:49)Gaudi 3 - King of the Gen A accelerator hill? (2:55)The power efficiency of Gaudi 3 as a GenAI inference differentiator (5:57)The headwinds facing Gaudi 3 in keeping the energy efficiency crown (7:31)The problem of chips-to-systems comparisons in Gen AI benchmarking (9:35)Three flavors of Gaudi 3 for all edge AI scenarios (11:24)Intel becomes a "software company" with Intel Tiber (13:31)Where will Intel likely sell Gaudi 3? (14:23)XEON 6 - Key to Intel's GenAI opportunity in the x86 brownfield? (16:24)Intel Vision 2024 bright spot - 5 Nodes in Four Years execution (20:28)The new systems game that is GenAI supercomputing (21:57)Where is Intel's GenAI supercomputing champion? (23:52)Data type is the unsung scaling factor for GenAI inference (25:24)Our thoughts on Lunar Lake and its impact on the AI PC race (27:14)It's a wrap! (29:49)Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.Also, remember to subscribe to the Silicon Futures playlist for insights into the semiconductor industry that matter.

Why does the NPU matter for the AI PC? (with Nitin Kumar, Qualcomm)

Why does the NPU matter for the AI PC? (with Nitin Kumar, Qualcomm)

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve has a chat with Nitin Kumar, Qualcomm's VP of Product Management of Snapdragon Chipsets, at a special Snapdragon X Series preview event held in San Francisco to ponder the question of why the NPU matters for the AI PC and how it defines new AI-enabled experiences for PC users who have long awaited something new. Leonard and Nitin discuss:The NPU, the net new thing defining the AI PC (00:40)Qualcomm's legacy in AI computing and NPU (01:30)The smartphone, the genesis of NPU (02:50)Why the NPU matters for the future of AI computing (03:45)The role of NPU for generative AI changing the PC experience (05:40)What difference does the NPU make in running AI workloads? (07:00)How does the NPU stack up against GPU in AI computing? (09:14)Leonard & Nitin invent "heterogeneous AI compute" (10:55)Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Highlights from NVIDIA GTC 2024! Are GPUs eating the world?

Highlights from NVIDIA GTC 2024! Are GPUs eating the world?

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from NVIDIA's GTC 2024 event which took place this week in person for the first time in five years. Leonard and Karl were there live partaking in the energy in the NVIDIA ecosystem fueled by generative AI hype and excitement. The duo talk and debate about:Key impressions of the first in person GTC event in 5 years! (2:49)Blackwell and the Mixture of Experts (3:46)NVLink or Ethernet? That is the question (7:39)Cost, the barrier to innovation, but not vision (12:28)Serendipity - Private course in AI with Bill Dally (14:20)NVIDIA, the AI systems company - the implications (15:00)NVIDIA Inference Microservices (17:14)The 2nd Gen Transformer Engine (25:21)Great! Selling tons of GPUs. Where is the end market value? (27:33)The tangible value of the Gen AI hype and investment (31:43)Final thoughts on NVIDIA GTC 2024 (35:02)Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column. Also, remember to subscribe to the Silicon Futures playlist for insights into the semiconductor industry that matter. • neXt Curve Analyst Corner - Silicon F...

Recapping MWC 2024 (with Patrick Lopez & Earl Lum)

Recapping MWC 2024 (with Patrick Lopez & Earl Lum)

Patrick Lopez of {Core Analysis} and Earl Lum of EJL Wireless Research join Leonard Lee of neXt Curve to have a Radio Access Network (RAN) focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Patrick and Earl are two of the leading telco industry analysts who have covered MWC for years focusing on telco infrastructure and RAN radios respectively. Leonard gets these two experts in a dialogue about:* Impressions of MWC 2024 from the analyst perspective (3:48)* Are O-RAN and the Open RAN movement going in the right direction? (9:05)* Does an open Open RAN mean becoming inclusive even with the so-called incumbents? (21:20)* The future of Open RAN, is it hybrid and multi RAN? (29:00)* AI-RAN. What is it and why? (31:00)* The grounding of Open RAN by the operator agenda (40:00)* What are the analysts hoping to see at MWC 2025 from RAN (42:23)* Exciting new reports by {Core Analysis} and EJL Wireless Research (45:31)Connect with Patrick Lopez at www.coreanalysis.ca and Earl Lum at www.ejlwireless.com. Hit both of them up on LinkedIn and take part in their industry and tech insights. Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Recapping MWC 2024 (with Roy Chua & Prakash Sangam)

Recapping MWC 2024 (with Roy Chua & Prakash Sangam)

Roy Chua of AvidThink and Prakash Sangam of Tantra Analyst join Leonard Lee of neXt Curve to have a telco focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Roy and Prakash are two of the leading telco industry analysts who have covered MWC for years. We wanted to get these two experts in a dialogue about:Impressions of MWC 2024 from the analyst perspective (1:22)5G modernization and the state of Open RAN (9:05)The Open Gateway Initiative and the prospects of API gold (23:20) AI-natve networks & the impact of generative AI a year later (36:35)Connect with Roy Chua at www.avidthink.com and Prakash Sangam at www.tantranalyst.com. Hit both of them up on LinkedIn and take part in their industry and tech insights. Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Highlights & Insights from MWC 2024 (with Transforma Insights)

Highlights & Insights from MWC 2024 (with Transforma Insights)

neXt Curve in partnership with Transforma Insights bring you our joint recap of Mobile World Congress 2024, which occurred last week in Barcelona, Spain, drawing over 100K attendees. This recap is presented by Matt Hatton, Co-founder and Principal at Transforma Insights and Leonard Lee, Executive Analyst at neXt Curve.neXt Curve was very excited to partner with Transforma Insights to bring what we call Essential Validated Insights to our clients and the industry from MWC 2024. neXt Curve and Transforma Insights collaborated on a broad research agenda that touched on the following Transition Topics for 2024:* IoT and data regulations* Market segmentation, channels, and partner programs* eSIM, particularly SGP.32* Non-Terrestrial Networks (NTNs) and hybrid connectivity* The new data landscape and impact on IoT* Contextualization* 2G/3G sunsetting and implications for IoT* Evolving mobile private networks (MPNs)* IoT Application Enablement Platforms (AEPs)* Video analytics enabled by AI* 5G opportunities in IoT* Cellular LPWAMatt and Leonard share the following impressions and takes from MWC 2024:* The IoT customer is not always right (5:20)* The need for a new scaling thesis for IoT (6:50)* Does private 5G need to be as easy as Wi-Fi? (7:54)* Is private 5G looking for a new mojo? (11:09)* eSIM and the SPG.32 standard - progress? Commercial viability? (14:13)* Open & shared concepts of Open Gateway and eSIM roaming tested (17:00)* The Water Bed Effect (20:25)* Non-terrestrial ready for commercial prime time? (21:30)* AI, an MWC 2024 bright spot thanks to Gen AI? (26:19)* Regulation missing in action at MWC 2024 (29:31)* The polarization of ICT - bifurcation or trifurcation? (31:10)* Chinese ICT vendors take a very different tone at MWC 2024 (33:46)* What do we expect or hope for from MWC 2025? (36:40)Remember to follow subscribe to www.next-curve.com and www.transformainsights.com for the tech and industry insights from MWC 2024 that matter.

Top Insights from Mobile World Congress 2024 (with Earl Lum and Marc Pous)

Top Insights from Mobile World Congress 2024 (with Earl Lum and Marc Pous)

Welcome to the neXt Curve reThink series that focuses on the state of Open RAN and the future of open standards and technologies in mobile wireless infrastructure - The Radio to the RIC.In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous of balena.io provide their full recap of their puts and takes from Mobile World Congress 2024 held in Barcelona. The trio just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Denassus, a wonderful tapas bar in Poble Sec to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2024 The trio talk about:* (1:33) Present first!* (2:12) Open RAN - Is it really open or just conveniently kinda open?* (5:03) Is IoT truly dead or on its way to resurrection?* (7:59) Non-terrestrial networks - viable or a lesson unlearned?* (10:50) What happened to metaverse?* (11:05) Did generative AI have an impact beyond hype?* (14:45) Private 5G networks - is it its time?* (18:45) 6G is still an open question searching for a purpose* (19:40) The EU Cyber Resilience Act of 2024 - a business opportunity?* (20:50) 5G's time is arriving and we may ignore it to detriment* (24:04) It's a wrap!Feel free to comment and share your disagreement and argumentation. We are happy to learn from you. Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report.

Introducing The Essential Validated Insights Podcast 2024

Introducing The Essential Validated Insights Podcast 2024

neXt Curve and Transforma Insights are excited to announce our new collaboration, "The Essential Validated Insights Podcast" which we are starting this year with the mission to provide enterprises and the IoT ecosystem with thought leadership and tech insights essential to navigating the trends shaping industries and markets.Matt Hatton and Jim Morrish, Co-Founders of Transforma Insights and Leonard Lee of neXt Curve will host monthly discussion on a series of transition topics (technology, commercial, regulatory trends) that are influencing and impacting the present and future of the IoT landscape.The Transition Topics for 2024 include:* IoT and data regulations* Market segmentation, channels, and partner programs* eSIM, particularly SGP.32* Non-Terrestrial Networks (NTNs) and hybrid connectivity* The new data landscape and impact on IoT* Contextualization* 2G/3G sunsetting and implications for IoT* Evolving mobile private networks (MPNs)* IoT Application Enablement Platforms (AEPs)* Video analytics enabled by AI* 5G opportunities in IoT* Cellular LPWAFind out more about our podcast program by listening into this introductory kick-off with Matt, Jim, and Leonard. Please subscribe to the neXt Curve YouTube Channel here and subscribe to The Essential Validated Insights Podcast playlist to watch all the episodes. Also, follow neXt Curve's research at www.next-curve.com.Follow Transforma Insights at www.transformainsights.com.

The Great Custom AI Chip Trend (with Karl Freund)

The Great Custom AI Chip Trend (with Karl Freund)

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the emerging trend of custom AI chips that is starting to get a lot of attention in the semiconductor industry. Why is this happening and what is driving the interest and the economics of going with ASICs for AI and accelerated computing?The duo talk and debate about:(1:37) The custom AI chip trend(2:34) Chiplets are changing the game(4:37) The AI silicon premium and hyperscalers(6:30) NVIDIA's play and motivations for custom chips(7:51) NVIDIA's general-purpose accelerated computing(8:45) The ASIC inflection point for Generative AI(10:45) The expanding chip design ecosystem and options(14:05) Is NVIDIA becoming a heterogeneous computing company?(16:44) NVIDIA, the systems company(17:34) Custom designs & IP to support growing need for application specific features(19:39) The thinking behind that $30 billion TAM for custom chips(21:24) CUDA - the software-defined FPGA based on GPU(23:40) Follow the custom chip money!Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.

Apple Vision Pro Final Analysis: A Pixar Moment?

Apple Vision Pro Final Analysis: A Pixar Moment?

Leonard Lee, Executive Analyst at neXt Curve, provides his take on the Vision Pro by Apple after more than a week of exploratory but intense use.We talk about:(0:55) What exceeded Leonard's expectations(5:05) What fell short of Leonard's expectations(8:05) Leonard's final analysis of the Vision ProFeel free to comment and share your own Vision Pro experience. We are happy to learn from you. Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Why The AI PC Matters, Or Does It? (with Karl Freund)

Why The AI PC Matters, Or Does It? (with Karl Freund)

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the AI PC. A lot of fanfare was generated by the big chip companies going into CES 2024 with the anticipation that this new breed of personal computer will drive consumer and enterprise excitement and hopefully an AI PC super cycle. Is it in the cards?The duo talk and debate about:(1:00) - Introducing the AI PC. What is it?(2:41) - Was the first "AI PC" a Mac?(3:40) - How generative AI changed the script for AI on the PC(4:24) - The confusing business of AI PC benchmarking(6:43) - Do we know what we mean when we say "AI"?(7:43) - The confusion and the delusion of the AI PC(10:25) - TOPS - "Terribly Overused Performance Statistic"(11:29) - Intel's Core Ultra - A Tiled approach to AI PC architecture(14:01) - Leading the AI PC race with software & ecosystem(18:42) - What is the value of an "AI PC" desktop versus laptop?(19:38) - Microsoft Copilot is exciting but what will it do for the AI PC?(21:40) - Thinking beyond the AI PC to make AI PC meaningfulFeel free to comment and share your disagreement and argumentation. We are happy to learn from you. Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.

MWC 2024 Research Agenda (with Earl Lum)

MWC 2024 Research Agenda (with Earl Lum)

Welcome to the neXt Curve reThink series that focuses on the state of Open RAN and the future of open standards and technologies in mobile wireless infrastructure - The Radio to the RIC.Leonard Lee of neXt Curve and Earl Lum of EJL Wireless Research will be taking the Radio to the RIC Podcast to Barcelona for MWC 2024 with a research agenda focused on the state of the RAN and mobile wireless infrastructure. If you are a vendor or operator interested in speaking with Leonard and Earl, reach out to us. Our calendars are filling up but we will be happy to try to fit you in our schedules to talk about:* The State of Open RAN - Do we need to rethink it in a mid-phase Squid Game era?* vRAN and Cloud RAN - What is next for cloud-native and virtualization?* 5G modernization and monetization - Are we making progress and looking at a breakout?* The State of RAN Silicon - Will the latest generation of chips and accelerators change the telco tech game?Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report.

Our MWC 2024 Research Agenda (with Transforma Insights)

Our MWC 2024 Research Agenda (with Transforma Insights)

neXt Curve is very excited to partner with Transforma Insights in bringing what we call Essential Validated Insights to our clients and the industry as well as at Mobile World Congress 2024 taking place later this month. Matt Hatton and Jim Morrish of Transforma and Leonard Lee of neXt Curve will be in Barcelona to meet with companies to get a feel for the state of #5G, #IoT, #ntn, #openran, #AI and #monetization in telco at #MWC2024.Our research focus areas will be:* 5G Modernization: From Infrastructure to Monetization* The State of Open RAN: Squid Game On?* The State of Non-terrestrial Networks: Beyond Hype* eSIM and SPG.32: Is It Making Ground?* The State of 5G IoT: Where Are We?* NB-IoT and Other Cellular and Non-cellular IoT* Network APIs: Open Gateway & CAMARA Update* Generative AI and AI-Native Networks: Hype or Hope?* Earth Computing: Is It The New Metaverse?* IoT Channels to Market: What's The New Optimal?* The Changing Regulatory Landscape for IoT: A Bifurcated Regime?If you are an vendor or operator interested in talking to XCTI (neXt Curve + Transforma Insights) to find out about our partnership and joint service and value proposition email me at leonard.lee@next-curve.com or Matt Hatton at matt.hatton@transformainsights.com. Check out our press release: https://lnkd.in/gYbwJ4MCSee you in Barcelona!

What to Expect from the Semiconductor Industry in 2024 (with Ian Cutress)

What to Expect from the Semiconductor Industry in 2024 (with Ian Cutress)

neXt Curve's Leonard Lee and Ian Cutress, Chief Analyst of More Than Moore discuss Ian's thoughts on what will matter in 2024 and how industry and technology trends will shape the dynamic of the markets that will form around AI, in particular generative AI which was such a force in 2023. How will the AI tech matter to end users in 2024? Tune in and find out!Leonard and Ian discuss: * Introducing the Young Guns of Silicon Series (00:42)* Introducing Ian Cutress, Chief Analyst at More Than Moore (02:25) * Ian stumbles upon a killer generative AI use case (04:32)* A Young Guns of Silicon take on what will be hot in semis in 2024 (05:30)* What is beyond LLMs? Why will it matter for end users? (09:45)* What is real and what is hype in AI, especially generative AI? (11:00)* The generative AI rush: platinum picks without maps (13:54)* What tech and industry trends has Ian excited in 2024? Sustainable AI, chiplets, and new architectures (15:30)* Ian and Leonard battle on the AI PC (24:19)* The killer AI PC app (26:19)* What is the net new of the AI PC? (28:55)* The key for AI PC - Experience (32:40)Check out Ian Cutress' research and media at www.iancutress.comCheck out More Than Moore at www.more-moore.comCheck out his YouTube channel Tech Tech Potato - @TechTechPotato We are trying to organically grow our audience through the quality of our content.Please support our research by subscribing to the neXt Curve reThink YouTube channel and liking and sharing our content. Also, follow neXt Curve by subscribing at www.next-curve.com.

Generative AI Monetization (with Karl Freund)

Generative AI Monetization (with Karl Freund)

Welcome to the neXt Curve reThink series that focuses on the state and future of the semiconductor industry - Silicon Futures.In this installment of the Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about profitability and the monetization of generative AI. It's a matter of debated between the two analysts who don't see eye-to-eye on the matters. The duo talk and debate about:* Karl has a bone to pick with Leonard about generative AI profit and monetization (01:00)* What does generative AI monetization mean? (03:05)* How do how do enterprises realize value from generative AI? (04:03)* IBM's WatsonX benefit cases for generative AI (05:28)* Are people skeptical about Gen AI or not skeptical enough? (09:45)* Sources of generative AI monetization (12:36)* The essentiality of end market value to sustain the Gen AI ecosystem (14:00)* The Gen AI productivity thesis - automation and faster time to market (15:21)* Semantic alignment on generative AI is missing and necessary (18:40)* The checkered history of AI. Are we past it with Gen AI? (20:44)* Who's making money in Gen AI? (23:45)* Teeing up the AI PC episode (26:49)Feel free to comment and share your disagreement and argumentation. We are happy to learn from you. Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.

Analyst Insights from Samsung Galaxy Unpacked 2024 (with Prakash Sangam)

Analyst Insights from Samsung Galaxy Unpacked 2024 (with Prakash Sangam)

neXt Curve's Leonard Lee and Prakash Sangam of Tantra Analyst share their key takes and insights from Samsung's Galaxy Unpacked 2024 which was held at the SAP Center in San Jose, CA on the 17th of January 2024. The event unveiled Galaxy AI, the new line of Galaxy S24 smartphones, and just one more thing.Leonard and Prakash discuss: * Introducing Samsung Galaxy Unpacked 2024 (00:35)* Prakash's impression of Samsung Galaxy Unpacked 2024 event (00:54)* Leonard's impression of Samsung Galaxy Unpacked 2024 event (02:06)* Galaxy AI, the star of Galaxy Unpacked 2024, explained (05:05)* The impact and implications of Galaxy AI. Revolution in mobile experiences? (08:22)* The role of developers in advancing mobile Gen AI (11:00)* The role of hybrid and on-device AI in Galaxy AI (13:00)* Does generative AI solve the AI problem? (13:30)* That state of Gen AI security and privacy on device (16:09) * How will Gen AI workloads and models be distributed? (17:44)* Prakash explains why he tested Google's Circle to Search with his favorite food instead of kimchi (19:50)* Did generative AI make a splash at Galaxy Unpacked 2024? (20:40)* The reintroduction of Samsung's Exynos processor into the Galaxy S Series (22:22)* ProVisual Engine - Samsung's exploration into the Gen AI-enhanced camera and photo/videography (24:19)* Samsung's commitment to sustainability and lifetime value of Galaxy S24 and beyond (27:01)* It's a wrap! (30:55)Feel free to comment and share your disagreement and argumentation. We are happy to learn from you. We are trying to organically grow our audience through the quality of our content.Please support our research by subscribing to the neXt Curve reThink YouTube channel and liking and sharing our content. Also, follow neXt Curve by subscribing at www.next-curve.com.Also check out Prakash Sangam's research at Tantra Analyst at www.tantraanalyst.com.