All Episodes
The neXt Curve reThink Podcast — 201 episodes
Silicon Futures for April 2026 - The AI CPU craze, Qualcomm's custom AI, Google TPU 8 explained
The Blueprint for Agentic Security (with Raj Chopra)
The Unknown Unknowns of Agentic Security (with Raj Chopra)
Quantum Computing Master Class & Quantum Day Insights
Silicon Futures for March 2026 - Intel Foundry, Embedded World, Edge AI and Arm Everywhere
The Ultimate NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)
The Unthinkable MWC 2026 Recap (with Dean Bubley and Andrew Collinson)
A Raw MWC 2026 Recap (with Earl Lum and Marc Pous)
Silicon Futures for February 2026 - NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!
Apple Vision Pro versus Samsung Galaxy XR (with Prakash Sangam)
About Network APIs and Agentic AI (with Andrew Collinson and Dean Bubley)
The State of AI and the Prospects for Industrial Automation (MD&M West 2026)
Silicon Futures for January 2026 - CES, Panther Lake, Vera Rubin, Maia 200 and more!
The Security and Trust Outlook for 2026 (with Debbie Reynolds)
Where is Telco going in 2026? (with Sebastian Barros)
The State of Agentic AI and Prospects for Industrial Automation
CES 2026 and Lenovo Tech World 2026 Recap (with Anurag & Prakash)
Silicon Futures for December 2025 - NVIDIA + Groq, Trainium 4, Marvell, and 2026 predictions!
The State of Cloud and AI from re:Invent 2025 (with David Linthicum)
Silicon Futures for November 2025 (with Jim McGregor and Karl Freund)
What to Expect at AWS re:Invent 2025 (with Jo Peterson)
Recap of Mavenir Global Analyst Day 2025 (with Earl Lum)
Snapdragon Architecture Deep Dive 2025 (with Kedar Kondap)
Recap of Cisco Partner Summit 2025 (with Anurag Agrawal)
Leading Thoughts on Thought Leadership (with Peter Linder)
XC Webcast 2025-Snapdragon Summit 2025 (with Jim McGregor)
XC Webcast 2025-Snapdragon Summit 2025 with Vinesh Sukumar
Snapdragon Summit 2025 "Building the Snapdragon Brand" with Don McGuire, CMO of Qualcomm
Making Enterprise GenAI Work (with Cal Al-Dhubaib and Joseph Enochs)
Silicon Futures for August 2025 - Hot Chips 2025 and GlobalFoundries Technology Summit
Silicon Futures for Midpoint of August 2025: More Intel Drama, Trump's AI Export Tax, MIT's AI Report
Will Samsung Galaxy Z Fold7 Take Foldables Mainstream?
Silicon Futures - Analyst takes on Intel 14A, TSMC blowout, America's AI Action Plan, and more!
Analysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez)
The Coming of the AI Workstations Age: Lenovo P Series (with Anurag Agrawal)
Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more!
Sensors Converge 2025: Leaders' Roundtable - AI and Sensors: Exploring a Special Symbiosis
The State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum)
Sensors Converge 2024 - A 40th Anniversary Celebration (with Prakash Sangam)
Cloud and Neocloud FinOps and Economics (with Hyoun Park)
Highlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez)
Silicon Futures for May 2025 (Microsoft Build, Humain, Computex and more!
Silicon Futures for May 2025 - IBM THINK, CadenceLIVE and more!
Highlights and Insights from RSAC 2025 (with Jo Peterson)
Silicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain Turbulence
2025 Cybersecurity Priorities (with Bob Carver & Debbie Reynolds)
Leading Analyst's Recap Intel Vision 2025
MWC 2025 Ericsson Booth Tour (with Oliver Buschmann)
MWC 2025: A chat with Erik Ekudden, CTO of Ericsson
Highlights from NVIDIA GTC 2025 (with Jim McGregor, Francis Sideco, Karl Freund)
MWC 2025 Highlights & Insights (with Peter Jarich and Chetan Sharma)
Top Insights from Mobile World Congress 2025 (with Earl Lum and Marc Pous)
Silicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)
Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund)
What's up with AI PC? (with Anurag Agrawal and Prakash Sangam)
Silicon Futures for January 2025 (with Karl Freund and Jim McGregor)
What's Hot in Tech in 2025 (with Mischa Dohler)
MWC 2025 Agenda (with Earl Lum)
The Beta AI Mentality (with Debbie Reynolds)
NAMM 2025 Snapdragon Booth (with PJ Jacobowitz)
Quick Hit: Samsung Galaxy Unpacked 2025
Snapdragon at Samsung Galaxy Unpacked 2025 (with Chris Patrick)
The Trillionaire Inventor (with Marta Karczewicz)
The Macro Antenna Market Outlook 2025 (with Earl Lum)
Silicon Futures for December 2024 (with Karl Freund and Jim McGregor)
Highlights and Outcome of the Arm vs. Qualcomm Trial (with Prakash Sangam)
2024-The Year in Security & Trust (with Debbie Reynolds)
The M&M (Marvell and Mavenir) 2024 Events Recap (with Earl Lum)
Marvell Industry Analyst Day 2024 Recap (with Prakash Sangam)
Silicon Futures for November - SC 2024, Qualcomm Investor Day and more! (with Karl Freund and Jim McGregor)
Ericsson's D-15 Analyst Event & ZTE 5G Summit (with Earl Lum)
5G Americas Analyst Forum 2024 Recap (with Earl Lum and Prakash Sangam)
Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)
MWC Las Vegas 2024 Recap and Highlights (with Earl Lum)
The 6G Reset (with Dean Bubley)
XC Webcast 2024-Mobile Future Forward Recap (with Chetan Sharma)
Checking the Pulse of IoT: The Things Conference 2024 (with Wienke Giezeman)
AI Diversity & Intel's Roadmap to Survival and Beyond (with Karl Freund)
Ericsson's NewCo and T-Mobile's AI Ambitions (with Earl Lum)
Recap of Lenovo Innovation World 2024 (with Prakash Sangam)
Recap of IFA 2024 (with Prakash Sangam)
Analyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor)
The State and Implications of Tech Geopolitics Today (with Kirti Gupta)
What Does AMD + ZT Systems Mean? (with Jack Gold)
Synthetic Engagement with Generative AI (with Debbie Reynolds)
The NVIDIA Blackwell "Delay" (with Dylan Patel)
The EU AI Act is Law! Now What? (with Debbie Reynolds)
Semiconductor Industry Outlook H2 2024 (with Mario Morales)
The United States vs. Google: What's Next? (with Prakash Sangam)
CrowdStrike "Outage", Nokia + Infinera, DTW Ignite 2024, and Network APIs (with Roy Chua)
Data Diva 911! The CrowdStrike "Outage" and more (with Debbie Reynolds)
Artificial General Intelligence (AGI) & AI Computing Update (with Karl Freund)
Samsung Galaxy Fold Unpacked 2024 Recap (with Prakash Sangam)
Privacy Update! Recall and Apple Intelligence (with Debbie Reynolds)
Snapdragon X Series at Computex 2024 (with Jim McGregor & Dave Altavilla)
Intel Tech Tour 2024 Recap (with Jim McGregor & Dave Altavilla)
Computex 2024 Recap (with Jim McGregor of Tirias Research)
Microsoft Build 2024 Recap & Copilot+ PC (with Prakash Sangam)
"The Radio to the RIC": 2024 Telco Tech Outlook (with Earl Lum)
RSAC 2024 Recap (with Roy Chua, AvidThink)
Unicorns, Hypes & Bubbles (with Dr. Jeffrey Funk)
Vision 2024: The Intel AI Show (with Karl Freund)
Why does the NPU matter for the AI PC? (with Nitin Kumar, Qualcomm)
Highlights from NVIDIA GTC 2024! Are GPUs eating the world?
Recapping MWC 2024 (with Patrick Lopez & Earl Lum)
Recapping MWC 2024 (with Roy Chua & Prakash Sangam)
Highlights & Insights from MWC 2024 (with Transforma Insights)
Top Insights from Mobile World Congress 2024 (with Earl Lum and Marc Pous)
Introducing The Essential Validated Insights Podcast 2024
The Great Custom AI Chip Trend (with Karl Freund)
Apple Vision Pro Final Analysis: A Pixar Moment?
Why The AI PC Matters, Or Does It? (with Karl Freund)
MWC 2024 Research Agenda (with Earl Lum)
Our MWC 2024 Research Agenda (with Transforma Insights)
What to Expect from the Semiconductor Industry in 2024 (with Ian Cutress)
Generative AI Monetization (with Karl Freund)
Analyst Insights from Samsung Galaxy Unpacked 2024 (with Prakash Sangam)
Recap of CES 2024 (with Jim Morrish of Transforma Insights)
Recap of Silverlinings' Cloud Executive Summit 2023 (with Prakash Sangam)
Closing the Loop in Biosciences (with Dr. Oxana Pickeral, Honeywell)
Setting The Stage for AI in 2024 (with Karl Freund)
Privacy & Trust in GenAI Personalization (with Debbie Reynolds)
The Year in Trust 2023 (with Debbie Reynolds)
Silicon Futures: The State of AI Computing 2023 (with Karl Freund)
"The Radio to the RIC" - AT&T's Open RAN Deal with Ericsson (with Earl Lum)
The Present and Future of Private 5G (with Dean Bubley)
Quantumverse 2023 (with Chetan Sharma)
The State & Future of Open RAN (with Patrick Lopez)
Sony Honda Mobility's Afeela Tour at the Qualcomm HQ
The Need for a 5G Reset (with John Smee, Qualcomm)
What is Safe AI? (with Debbie Reynolds)
The Present and Future of Industry 4.0 (with Jack Gold)
What is Responsible AI? (with Debbie Reynolds)
The Regulatory Landscape for Privacy Rights and Protection (with Debbie Reynolds)
"The Radio to the RIC" - The Open RAN Squid Game (with Earl Lum)
"The Radio to the RIC" - Is Open RAN Ready for Prime Time (with Earl Lum)
Responsible AI in a Degenerative AI Era (with Debbie Reynolds)
"The Radio to the RIC" - Is Software Eating the RAN? (with Earl Lum)
Samsung Galaxy Unpacked 2023 Recap (with Prakash Sangam)
Rethinking Privacy & Trust (with Debbie Reynolds)
Our Detrimental Hype Syndrome (with Dr. Jeffrey Funk)
"The Radio to the RIC" Series Intro (with Earl Lum)
5G Leadership (with Chetan Sharma)
Chip Supply Chain Resiliency (with Mario Morales)
The Path to Autonomous Edge (with Roy Chua)
US Tech Competitiveness (with Roger Entner)
Geopolitics and Tech (with Daniel Newman)
Modeling 5G Network for Economics (with Sameer Lalwani)
The State of Open RAN (with Foong King Yew)
Making Enterprise 5G a Thing (with Roy Chua)
Privacy & The Metaverse (with Debbie Reynolds)
Autonomous Technologies Summit 2021-The Future of Transportation
The State of Smart Transportation (with Bill Pugh)
RISC-V: Ready or Not? (with James Prior)
Zero Trust in a Trust-challenged World (with John Kindervag)
CBRS and the Neutral Host Opportunity (with Alex Besen)
XC Webcast 2021-NEOM (with Mansoor Hanif)
The Open RAN Movement (with Chris Pearson)
US-China Tech Relations in a Biden Era (with Foong King Yew)
Placing 5G Bets for Innovation (with Paul Wilson)
Rakuten's 5G Rollout (with Foong King Yew)
Converged IT/CT Service Placement (with Roy Chua)
URLLC Myths and Realities (with Dean Bubley)
Digital Privacy - A Primer (with Debbie Reynolds)
5G Edge Computing (with Chris Pearson)
RISC-V (with Joe Hoffman)
The Intersect of Space & Tech (with Lisa Dreher)
Democratize Digital Twin (with Rob Tiffany)
The IoT Pandemic Pivot (with Steve Brumer)
Heterogenous Computing (with Dean Freeman & Jim Walker
Trust Platforms & Solutions (Jason Shepherd)
Nvidia + Arm - An Industry Positive or Negative? (with Dean Freeman)
SMB Resilience During The Covid-19 Pandemic (with Stephanie Atkinson)
TinyML (with Joe Hoffman)
Rural Broadband and Satcom (with Virgilio Fiorese)
Debunking 5G Myths & Hype (with Joe Hoffman)
Who Will Win 5G Gold? (with Foong King Yew)
3GPP 5G Release 16 (with Prakash Sangam)
Introducing Apple Silicon (with Dean Freeman)
The Future of the Telco Operator (with Foong King Yew)
The US War on China Tech (with Dean Freeman)
Transform Healthcare with Blockchain (with Anca Petre)
Contextually Aware Mobile Security as a Service
The Future of the Car (with Akshay Sharma)
Future of Cloud (with IBM)
Hybrid Cloud Bill of Rights (with Cloud Spectator)
The Digital Governance Gap (with Bob Zukis)
The Future of Retail - Retail 2.0 (with Akshay Sharma)
The Future Proof Organization (with Roland Deiser)
Blockchain & Crypto (with Lawrence Lerner)
IIoT - Shaping IoT of Tomorrow - Part 3 (with Rob Tiffany)
IIoT - Shaping IoT of Tomorrow - Part 2 (with Rob Tiffany)
IIoT - Shaping IoT of Tomorrow - Part 1 (with Rob Tiffany)
Blockchain Business Model (with Lawrence Lerner and Omar Rahim)
The Alpha Organization (with Jodi Starkman)
Digital Reinvention - Part 3 (with IBM Institute of Business Value)
Digital Reinvention - Part 2 (with IBM Institute of Business Value)
Digital Reinvention - Part 1 (with IBM Institute of Business Value)
Meltdown & Spectre - Part 3
Meltdown & Spectre - Part 2
Meltdown & Spectre - Part 1