The neXt Curve reThink Podcast

Leonard Lee
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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 TechnologiesCheck out our research at www.next-curve.com.

  1. FEB 27

    Silicon Futures for February 2026 - NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!

    Send 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 episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026.  ➡️ NVIDIA's earnings results for Q4 FY26 - What did it mean? ➡️ Cadence acquires ChipStack to advance AI and agentic verification ➡️ The accelerating agentic AI disruption of 2026 ➡️ AMD cuts a 6GW AI infrastructure deal with Meta, warrants included ➡️ Is Taalas proving that ASICs are the future of AI inference? ➡️ Meta's AI infrastructure diversification strategy ➡️ The ramp of sovereign AI, the current driver of AI infrastructure growth ➡️ Qualcomm delivers A100 racks to HUMAIN ➡️ Is there an AI bubble or not? ➡️ What's the deal between Intel and SambaNova> ➡️ Is Ericsson flipping the script on AI-RAN? Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights. Check out Jim and his research at Tirias Research at www.tiriasresearch.com. Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    35 min

  2. FEB 24

    Apple Vision Pro versus Samsung Galaxy XR (with Prakash Sangam)

    Send a text 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, Samsung made its entry into the immersive reality (IR) game along with partners, Qualcomm and Google. The Samsung Galaxy XR emulates much of the Vision Pro blueprint for immersive reality, but is leading about the device? Is there much more to consider? Listen and find out.  Prakash Sangam of Tantra Analyst joins Leonard Lee in a debate on who is leading the immersive reality game from real experience with these devices and their respective ecosystems, Prakash with his test Galaxy XR, which he has been using for a few weeks, and Leonard with his personally purchased Apple Vision Pro, which he has been using for almost 2 years.    Hit Leonard and Prakash up on LinkedIn and take part in their industry and tech insights. Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.com. 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    46 min

  3. FEB 15

    About Network APIs and Agentic AI (with Andrew Collinson and Dean Bubley)

    Send a text 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 hot topics of agentic AI and network APIs, in particular, global network APIs.  Leonard Lee is joined by Dean Bubley of Disruptive Analysis and Andrew Collinson of Connective Insights to unpack the potential and the unthinkable possibilities of a fusion of network APIs and agentic AI at a heavy metal gastro pub, World's End, in Camden Town, London. Hit Leonard, Andrew, and Dean up on LinkedIn and take part in their industry and tech insights. Check out Dean and his research at Disruptive Analysis at www.deanbubley.com. Check out Andrew and his research at Connective Insights at www.connectiveinsight.com. 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    23 min

  4. FEB 7

    The State of AI and the Prospects for Industrial Automation (MD&M West 2026)

    Send a text 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 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 challenging than anticipated and forecasted. What's the deal? The session will address the following questions: - Where are we today with agentic AI in manufacturing and industrial applications? - Where is agentic AI landing? - What does industrial-grade agentic AI look like? - What are the leading practices for applying agentic AI in manufacturing? 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. Check out Industry 4.0 Club at  Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    38 min

  5. FEB 7

    Silicon Futures for January 2026 - CES, Panther Lake, Vera Rubin, Maia 200 and more!

    Send 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 episode, Leonard, Karl and Jim talk about some of the top headlines from January of 2026.  Silicon highlight from CES 2026Silicon supply chain issues of 2026The accelerating agentic AI disruption of 2026The evolution of the accelerated computing thesisThe next big thing in AI infrastructureThe new memory architectures for AI inferenceAI infrastructure starts off on a different foot in 2026The edge AI movement in 2026The CPU picture for 2026Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights. Check out Jim and his research at Tirias Research at www.tiriasresearch.com. Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    34 min

  6. JAN 31

    The Security and Trust Outlook for 2026 (with Debbie Reynolds)

    Send a text 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 trust landscape is constantly shifting, and the threats and risks are growing and accelerating as GenAI expands the fine line between digital marketing (surveillance economy) and the AI-augmented criminal economy. Leonard and Debbie unpack the following: 💥 Where are we going with security & trust in 2026? 💥 Taller walls & bigger locks are not good enough! 💥 Is breaking down silos of data for AI expanding security risk? 💥 The neXt Curve AI Security Sandwich 💥 The missing focus on curation and knowledge 💥 Over-trust and over-reliance on GenAI danger 💥 The death of Metaverse & the rise of AI glasses 💥 The rise of the robotic privacy problem 💥 The outlook for trust in the era of deepfakes 💥 The AI chatbot for spam & agentic cyberattacks 💥 AI will only get better,... for threat actors too! Hit Leonard and Debbie up on LinkedIn and take part in their industry and tech insights. Check out Debbie Reynolds at www.debbiereynoldsconsulting.com. Also make sure to check out "The Data Diva Talks Privacy" podcast, celebrating its 1 millionth download! Congrats, Debbie! 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    43 min

  7. JAN 26

    Where is Telco going in 2026? (with Sebastian Barros)

    Send a text 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. Where is Telco going in 2026?What is 6G and what should it be about?Why will GenAI matter in telco and how? What about AI?Sebastian is one of the bright thought leaders in the telco industry who has and continues to generously shared his insights and analysis at an amazingly prolific level. It was a pleasure to have him on the reThink Podcast to have an unscripted, honest discussion of the state and direction of the telco industry faced with AI hype, hope, prospect for disruption, and opportunity. How much of each will we see in 2026 and beyond, and when? Leonard and Sebastian unpack the following: 💥 What will the role of the GPU be in the RAN? 💥 Is Open RAN dead, or does it have some life left in it? 💥 What is AI-RAN, and what is its value proposition? 💥 The reinvention of the telco and the telco business model - Telco Neocloud 💥 Addressing the telco industry stagnancy and 5G monetization gap 💥 Was telco and ecosystem readiness the thing that made 5G disappoint? 💥 Will 6G need solution-oriented thinking to be successful? 💥 Does the industry know what innovating on 5G looks like? What about 6G? 💥 How will the volatile geopolitical picture and outlook impact 6G? 💥 Will 6G be able to sustain 5G's greatest success? 💥 5G happiness is all about timing! 💥 Massive AI investments in telco will need to show ROI this year! 💥 Agentic AI will be the big focus and the big AI exploration of the year! 💥 2026 will be the year of the great AI unlearning! Hit Leonard and Sebastian up on LinkedIn and take part in their industry and tech insights. Check out Sebastian on LinkedIn and his Substack at https://sebastianbarros.substack.com. 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

    58 min

  8. JAN 26

    The State of Agentic AI and Prospects for Industrial Automation

    Send a text 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 challenging than anticipated and forecasted. What's the deal?  Join Leonard Lee, Executive Analyst, neXt Curve, as he shares his insights into the impact of Agentic AI for manufacturing and industrial applications.  Leonard will be expanding on this topic at MD&M West in Anaheim, CA on Feb 3rd. For this broadcast, he will be joined by Industry 4.0 Club Co-Founder Tim Stuart and CEO Mike Ungar.

    25 min
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About

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 TechnologiesCheck out our research at www.next-curve.com.

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