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Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.
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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: -> Art ...
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99. Data on the Security Market, 10 Major Themes at RSAC, Marc Benioff’s Gift to Steve Jobs
1:00:11
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1:00:11Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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98. Same Old FTC, Google Meta Breakup, AI Transforming Industries, Brenioff Tease
50:52
50:52
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50:52Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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2025 Cybersecurity Priorities (with Bob Carver & Debbie Reynolds)
48:30
48:30
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48:30Send us a text Bob Carver, cybersecurity thought leader and CEO of Cybersecurity Boardroom, joins Leonard Lee of neXt Curve and Debbie Reynolds of Debbie Reynolds Consulting LLC on the reThink Podcast to talk about the cybersecurity priorities for consumers and enterprises for 2025. This is the first time for Bob on the show. Debbie and Leonard wer…
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97. Google Next Analysis, Trump Tariffs, AI Everywhere All At Once
35:56
35:56
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35:56By SiliconANGLE
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Leading Analyst's Recap Intel Vision 2025
28:46
28:46
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28:46Send us a text Karl Freund of Cambrian-AI Research, Jim McGregor of Tirias Research, and Dave Altavilla of HotTech Vision and Analysis joined Leonard Lee of neXt Curve at the Virgin Hotel in Las Vegas to recap @Intel's Vision 2025 event. This episode covers: ➡️ Key impressions of the Intel Vision 2025 event. ➡️ The "New Intel" strategy of Lip-Bu Ta…
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XC Webcast 2025-MWC Ericsson Booth Tour with Oliver Buschmann
22:43
22:43
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22:43Send us a text neXt Curve's Leonard Lee was invited on a tour of Ericsson's booth at MWC 2025 Barcelona with VP of Strategy, Oliver Buschmann. Oliver takes Leonard on a journey from the Aduna, network APIs, differentiated connectivity, to programmable networks, to the topic of 5G monetization. Many thanks to Ericsson for the booth tour and inviting…
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MWC 2025: A chat with Erik Ekudden, CTO of Ericsson
7:13
7:13
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7:13Send us a text This was one of the highlights of MWC 2025 for neXt Curve. Leonard Lee, Executive Analyst of neXt Curve, was invited by Ericsson to have chat with one of the industry’s tech luminaries, Erik Ekudden, CTO of Ericsson. It was great to get the essence of our ongoing conversations about the industry, tech leadership, and the reinvention …
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96. NVIDIA GTC - The Super Bowl for AI and Ethereum Under Pressure
54:15
54:15
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54:15Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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Highlights from NVIDIA GTC 2025 (with Jim McGregor, Francis Sideco, Karl Freund)
39:51
39:51
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39:51Send us a text Karl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event. This episode covers: ➡️ Key impressions from NVIDIA GTC 2025 ➡️ NVIDIA's evolving identity ➡️ NVIDIA's moves…
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Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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MWC 2025 Highlights & Insights (with Peter Jarich and Chetan Sharma)
57:10
57:10
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57:10Send us a text Peter Jarich, Head of GSMA Intelligence at GSMA Intelligence, and Chetan Sharma of Chetan Sharma Consulting joins Leonard Lee of neXt Curve to recap the mobile industry event of the year, Mobile World Congress 2025. This year, MWC drew over 109,000 attendees and almost 3,000 exhibitors who packed the Fira Gran Via for another post-pa…
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Top Insights from Mobile World Congress 2025 (with Earl Lum and Marc Pous)
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47:19
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47:19Send us a text 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 guest, Marc Pous, the IoT Giant, provide their full recap of their puts and takes from Mobile World C…
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94. Don’t Worry About NVIDIA, the AI Superclouds, Crypto Trailblazers
1:09:58
1:09:58
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1:09:58By SiliconANGLE
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Silicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)
29:52
29:52
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29:52Send us a text 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 neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of NVIDIA, Arm's new edge AI pla…
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Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund)
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21:17Send us a text 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 computing on the neXt Curve reThink Podcast series, Silicon Futures. Karl and Leonard share their thoughts on the state of NVIDIA and their Q4 25' …
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93. theCUBE Pod Live From the New York Stock Exchange
46:23
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46:23The latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance of the closing bell ceremony. New episodes every Frida…
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92. NextGen Social Media & Trust Networks, Restructuring Intel to Save Foundry, On-prem AI Designing In-House Silicon
48:38
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48:38By SiliconANGLE
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What's up with AI PC? (with Anurag Agrawal and Prakash Sangam)
54:28
54:28
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54:28Send us a text 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 toward enterprise IT and consumers looking for industry and tech trends that will matter as…
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91. What’s going on with IBM? Cloud-AI Tug of War, From DeepSeek to DOGE
1:08:43
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1:08:43By SiliconANGLE
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Silicon Futures for January 2025 (with Karl Freund and Jim McGregor)
52:44
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52:44Send us a text Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap January 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their thoughts on where the industry and the …
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90. DeepSeek Deep Dive Winners & Losers, Sci-Ops Conspiracy, A New Cold War
1:02:34
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1:02:34By SiliconANGLE
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What's Hot in Tech in 2025 (with Mischa Dohler)
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43:54Send us a text 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 and away the two went to cover a wide range of tech topics that will matter in 2025 from 5…
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Send us a text 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 telecommunications. This year, Earl and I have put together a pretty broad agenda that covers the follow to…
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The Beta AI Mentality (with Debbie Reynolds)
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44:40Send us a text 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 AI products and services out the door. We are also seeing a scramble to drive adoption of AI…
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NAMM 2025 Snapdragon Booth (with PJ Jacobowitz)
5:46
5:46
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5:46Send us a text 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 show up to make its presence known to creators and the music industry at large. We had a cha…
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89. Stargate: Follow the Money, Crypto Gets an EO Boost, TikTok Gets a Lifeline
1:02:39
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1:02:39By SiliconANGLE
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Send us a text 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 daunting and resurgent challenges coming from Chinese players prompting Samsung and its South Kor…
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Snapdragon at Samsung Galaxy Unpacked 2025 (with Chris Patrick)
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9:33Send us a text 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: CPUs are hot again. Why is it important in heterogeneous computing for AI broadly and then more specifica…
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The Trillionaire Inventor (with Marta Karczewicz)
24:16
24:16
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24:16Send us a text 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 that allows Netflix to stream 4k and eventually 8K movies and TV shows to your home. The tec…
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The Macro Antenna Market Outlook 2025 (with Earl Lum)
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18:35Send us a text 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 Analysis & Forecast 2024 to 2028" report soon to be followed by his market share report. Thi…
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88. Trump Tech & Public Policy, TikTok Flip Flopping, US Export Controls - Winners & Losers
43:31
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43:31By SiliconANGLE
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87. CES Insanity, NVIDIA as Wintel, NYSE Expansion
55:49
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55:49By SiliconANGLE
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Silicon Futures for December 2024 (with Karl Freund and Jim McGregor)
50:29
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50:29Send us a text Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap December 2024, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their highlights from 2024 in a retrospectiv…
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Highlights and Outcome of the Arm vs. Qualcomm Trial (with Prakash Sangam)
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33:46Send us a text 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 the in entire trial to its conclusion. Prakash provided play-by-play coverage of the trial is…
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2024-The Year in Security & Trust (with Debbie Reynolds)
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37:21Send us a text 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 and cybersecurity incidents in recent memory and in history. Leonard and The Data Diva par…
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86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not?
1:06:35
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The M&M (Marvell and Mavenir) 2024 Events Recap (with Earl Lum)
31:11
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31:11Send us a text 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 and Earl cover the telco and networking aspects of Marvell's event while Earl provides what …
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Marvell Industry Analyst Day 2024 Recap (with Prakash Sangam)
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30:09Send us a text 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 around the world toward the end of the year for a reunion that turns out to be a great recap and…
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84. LIVE from AWS re:Invent! Conversation with Amazon CEO Andy Jassy
57:39
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57:39By SiliconANGLE
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Silicon Futures for November - SC 2024, Qualcomm Investor Day and more! (with Karl Freund and Jim McGregor)
43:15
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43:15Send us a text Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap another action-packed month of November 2024 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. We parse through the key announcements and semiconductor headli…
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83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act
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43:36By SiliconANGLE
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Ericsson's D-15 Analyst Event & ZTE 5G Summit (with Earl Lum)
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44:07Send us a text 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 international telco insights as Ericsson presents its case and big-picture vision for high-performing, diffe…
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82. Tech Party Time, Business as Code, AI Agents & Amazon's Massive Opportunity
39:13
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39:13By SiliconANGLE
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81. Election Reset on Tech, Debunking Activists Slamming Jassy, Enterprise AI About to Boom
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44:36By SiliconANGLE
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80. Tech earnings firehose, AI CAPEX mania, Jamie Dimon vs. Sam Altman, AI Election
1:11:24
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1:11:24By SiliconANGLE
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5G Americas Analyst Forum 2024 Recap (with Earl Lum and Prakash Sangam)
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47:33Send us a text 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 enable advanced features. The event also focused on the complexity of Latin America’s wireless i…
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Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)
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30:05Send us a text 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 for analysts who are bouncing around the world attending the deluge of industry and company events. Tha…
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79. AI Leaders East Coast, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation
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59:45By SiliconANGLE
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MWC Las Vegas 2024 Recap and Highlights (with Earl Lum)
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30:35Send us a text 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 decline in Capex raised concerns about the industry’s future trajectory. As expected AI was p…
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Send us a text 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 reset 6G and Dean's proposal that we take a “maximum usefulness” approach that prioritizes addressing cu…
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