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.

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.

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.