Best Leonard Lee Jo Peterson Podcasts (2025)

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Will Samsung Galaxy Z Fold7 Take Foldables Mainstream? 32:24

3d ago32:24

32:24

Send us a text Leonard has been skeptical about the foldable category for years, but 2024-2025 has brought about devices that are starting to reach a level of technical and design maturity, he felt compelled to compare notes with long-time foldable user and reviewers, Prakash Sangam of Tantra Analyst. Samsung was good enough to let Leonard and Prak…

1
Silicon Futures - Analyst takes on Intel 14A, TSMC blowout, America's AI Action Plan, and more! 53:37

10d ago53:37

53:37

Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In the month of July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A …

1
Analysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez) 26:11

28d ago26:11

26:11

Send us a text TM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year. …

1
The Coming of the AI Workstations Age: Lenovo P Series (with Anurag Agrawal) 34:51

1M ago34:51

34:51

Send us a text neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises. Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and…

1
Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more! 47:41

1M ago47:41

47:41

Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, …

1
Sensors Converge 2025: Leaders' Roundtable - AI and Sensors: Exploring a Special Symbiosis 32:18

1M ago32:18

32:18

Send us a text AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, witho…

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The State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum) 34:57

1M ago34:57

34:57

Send us a text It's been a short four months since the last episode of "From the Radio to the RIC" with Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve. The duo decided to get on the mic to talk about Nokia's Midsummer Update 2025, Mavenir's latest business and financial update, and TM Forum's DTW Ignited 2025 which took place in Co…

1
Sensors Converge 2024 - A 40th Anniversary Celebration (with Prakash Sangam) 29:54

1M ago29:54

29:54

Send us a text Sensors Converge celebrated its 40th year as a fixture and iconic event that has tracked the history of sensor technology in the Silicon Valley. This year was a comeback year as the even has worked its way out of the pandemic nadir that has challenged the conference. This year, event drew over 5,000 from around the world attending on…

1
Cloud and Neocloud FinOps and Economics (with Hyoun Park) 30:02

2M ago30:02

30:02

Send us a text FinOps has become a thing over the past four to five years as enterprises began to grip on their cloud spending across the board from infrastructure to SaaS software. FinOps was a long time coming and built on pioneering work a decade ago to bring cloud economics into view. Now we face a new era in FinOps as enterprises ramp up their…

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Highlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez) 15:06

2M ago15:06

15:06

Send us a text After two extremely dense and informative days of Cisco's analyst program at Cisco Live! 2025 which too place in San Diego, Leonard Lee of neXt Curve and Maribel Lopez of Lopez Research sat down in the analyst forum plenary ballroom to tape what was supposed to be a greeting video to Jo Peterson, a mutual friend who has been on the n…

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Silicon Futures for May 2025 (Microsoft Build, Humain, Computex and more! 35:01

2M ago35:01

35:01

Send us a text Jim McGregor of TIRIAS Research joined neXt Curve to cover the first half of 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 duo also shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of no…

1
Silicon Futures for May 2025 - IBM THINK, CadenceLIVE and more! 28:31

3M ago28:31

28:31

Send us a text Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of 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 shared their thoughts on IBM THINK 2025,…

1
Highlights and Insights from RSAC 2025 (with Jo Peterson) 22:47

3M ago22:47

22:47

Send us a text Jo Peterson, cloud and security thought leader and VP of Cloud and Security at Clarify360 joins Leonard Lee of neXt Curve to exchange notes on what they thought were highlights and key takes from RSAC Conference 2025 which took place at the Moscone Center in San Francisco. They also discuss the newly published "The State of SaaS Secu…

1
Silicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain Turbulence 46:09

3M ago46:09

46:09

Send us a text Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 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 this semiconductor industry in light of a volatile …

1
2025 Cybersecurity Priorities (with Bob Carver & Debbie Reynolds) 48:30

4M ago48:30

48:30

Send 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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Leading Analyst's Recap Intel Vision 2025 28:46

4M ago28:46

28:46

Send 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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MWC 2025: A chat with Erik Ekudden, CTO of Ericsson 7:13

4M ago7:13

7:13

Send 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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MWC 2025 Ericsson Booth Tour (with Oliver Buschmann) 22:43

4M ago22:43

22:43

Send 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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Highlights from NVIDIA GTC 2025 (with Jim McGregor, Francis Sideco, Karl Freund) 39:51

4M ago39:51

39:51

Send 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…

1
MWC 2025 Highlights & Insights (with Peter Jarich and Chetan Sharma) 57:10

5M ago57:10

57:10

Send 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) 47:19

5M ago47:19

47:19

Send 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…

1
Silicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor) 29:52

5M ago29:52

29:52

Send 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) 21:17

5M ago21:17

21:17

Send 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' …

1
What's up with AI PC? (with Anurag Agrawal and Prakash Sangam) 54:28

6M ago54:28

54:28

Send 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…

1
Silicon Futures for January 2025 (with Karl Freund and Jim McGregor) 52:44

6M ago52:44

52:44

Send 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 …

1
What's Hot in Tech in 2025 (with Mischa Dohler) 43:54

6M ago43:54

43:54

Send 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…

1
MWC 2025 Agenda (with Earl Lum) 16:17

6M ago16:17

16:17

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…

1
The Beta AI Mentality (with Debbie Reynolds) 44:40

6M ago44:40

44:40

Send 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…

1
NAMM 2025 Snapdragon Booth (with PJ Jacobowitz) 5:46

6M ago5:46

5:46

Send 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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Quick Hit: Samsung Galaxy Unpacked 2025 3:32

6M ago3:32

3:32

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…

1
Snapdragon at Samsung Galaxy Unpacked 2025 (with Chris Patrick) 9:33

6M ago9:33

9:33

Send 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…

1
The Trillionaire Inventor (with Marta Karczewicz) 24:16

7M ago24:16

24:16

Send 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…

1
The Macro Antenna Market Outlook 2025 (with Earl Lum) 18:35

7M ago18:35

18:35

Send 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…

1
Silicon Futures for December 2024 (with Karl Freund and Jim McGregor) 50:29

7M ago50:29

50:29

Send 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…

1
Highlights and Outcome of the Arm vs. Qualcomm Trial (with Prakash Sangam) 33:46

7M ago33:46

33:46

Send 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…

1
2024-The Year in Security & Trust (with Debbie Reynolds) 37:21

8M ago37:21

37:21

Send 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…

1
The M&M (Marvell and Mavenir) 2024 Events Recap (with Earl Lum) 31:11

8M ago31:11

31:11

Send 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) 30:09

8M ago30:09

30:09

Send 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…

1
Silicon Futures for November - SC 2024, Qualcomm Investor Day and more! (with Karl Freund and Jim McGregor) 43:15

8M ago43:15

43:15

Send 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…

1
Ericsson's D-15 Analyst Event & ZTE 5G Summit (with Earl Lum) 44:07

9M ago44:07

44:07

Send 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…

1
5G Americas Analyst Forum 2024 Recap (with Earl Lum and Prakash Sangam) 47:33

9M ago47:33

47:33

Send 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…

1
Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor) 30:05

9M ago30:05

30:05

Send 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…

1
MWC Las Vegas 2024 Recap and Highlights (with Earl Lum) 30:35

10M ago30:35

30:35

Send 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…

1
The 6G Reset (with Dean Bubley) 30:08

10M ago30:08

30:08

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…

1
XC Webcast 2024-Mobile Future Forward Recap (with Chetan Sharma) 29:25

10M ago29:25

29:25

Send us a text 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 discuss the intersection of technology curves, such as 5G and AI, and their impact on the …

1
Checking the Pulse of IoT: The Things Conference 2024 (with Wienke Giezeman) 17:38

10M ago17:38

17:38

Send us a text The Things Conference 2024 took place in Amsterdam from the 24th to the 25th of September marking the seventhinstallment of what is becoming a key barometer for the state of IoT. neXt Curve had the pleasure of meeting up with Wienke Giezeman, Co-Founder of The Things Industries in the Metaverse with our Vision Pros to talk about wher…

1
AI Diversity & Intel's Roadmap to Survival and Beyond (with Karl Freund) 33:30

10M ago33:30

33:30

Send us a text September 2024 was a ridiculously eventful month in the world of semiconductors and AI. With the news cycle dominated by conjecture, rumors, and curious proposals shrouding the future of Intel after what can only be described as a unexpectedly bad quarter, the competitive landscape in the data center, GenAI supercomputing, and AI PC …

1
Ericsson's NewCo and T-Mobile's AI Ambitions (with Earl Lum) 35:05

11M ago35:05

35:05

Send us a text Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "From The Radio to the RIC" to discuss their impressions and analysis of some big announcements coming out of Ericsson Enterprise Industry Analyst Day and T-Mobile Capital Markets Day which made many suggestions about the future of the telco indus…

1
Recap of Lenovo Innovation World 2024 (with Prakash Sangam) 30:17

11M ago30:17

30:17

Send us a text Lenovo held their Lenovo Innovation World 2024 event in Berlin, Germany just before IFA 2024 kicked off the 100th anniversary of what has become one of the largest consumer electronics trade shows in the world. This year, both Lenovo Innovation World and IFA were about the AI PC which has been tending for the better course of the yea…

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Recap of IFA 2024 (with Prakash Sangam) 30:45

11M ago30:45

30:45

Send us a text Prakash of Tantra Analyst joins Leonard Lee of neXt Curve to recap one of the largest consumer electronics trade shows in the world, IFA 2024, which took place in Berlin, Germany. Leonard and Prakash parse through the stuff that matters from IFA 2024: First impressions of IFA 2024 (1:35) Key takes and themes from IFA 2024 (4:37) IFA:…

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