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Leonard Lee was joined by Anurag Agrawal, Chief Global Analyst of Techaisle, at the Cisco Partner Summit 2025, which took place in San Diego, CA. Leonard and Anurag took a moment at the partner pavilion to recap the event and share their analysis of Cisco’s product announcements and the Cisco 360 partner program.
While AI infrastructure is the talk of the town, enterprise AI is what will matter. Where is Cisco in helping their partners help their customers along their enterprise AI journey? Find out!

Hit Leonard, Anurag up on LinkedIn and take part in their industry and tech insights.

Check out Anurag and his research at Techaisle at www.techaisle.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.

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Leonard Lee, Executive Analyst at neXt Curve, is joined by Peter Linder, Head of Thought Leadership for Ericsson in the Americas, in this enlightening episode of the Rethink Podcast.

Together, they delve deep into what thought leadership truly entails, especially in the complex world of telco and mobile wireless industries.

Peter shares his invaluable insights and experiences, emphasizing the importance of framing problems differently, providing strong evidences, and facilitating actionable steps for audiences within and outside the organization and industry.

This discussion offers a comprehensive look at how thought leadership can drive change and advance the industry, making it a must-listen for anyone keen on understanding the nuances of this influential role.

00:00 Introduction and Welcome
01:54 Meet Peter Linder: Thought Leadership Expert
02:47 Defining Thought Leadership
04:44 Challenges and Strategies in Thought Leadership
06:45 The Role of Thought Leadership in the Telecom Industry
07:44 Practical Examples and Analogies
16:43 The Mental Resilience of a Thought Leader
25:22 Conclusion and Final Thoughts

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I always have a blast spending time chatting and debating the leading edge tech topics of the day with my fellow analyst, especially Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research LLC. It's even better when we are in Maui for these discussions as we were this week at Qualcomm's 10th Snapdragon Tech Summit 2025 (#paidtravel_snapdragon).

Jim and I took a moment to take one last look at a gorgeous view of Larry's Island as we recapped Snapdragon Tech Summit 2025. We cover personal AI, the ecosystem of you, HUMAIN's big announcement, and the new line up of Snapdragon X2 mobile and AI PC silicon.

Check it out and remember to follow neXt Curve, Tirias Research, and Cambrian-AI Research LLC for the tech and industry insights that mattered from Qualcomm's Snapdragon Tech Summit 2025!

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Exploring AI and Generative AI Innovations at Snapdragon Summit 2025

In this episode, Leonard Lee, executive analyst at neXt Curve, interviews Vinesh Sukumar, Vice President of Product Management AI at Qualcomm, during the Snapdragon Summit 2025 in Maui. The discussion delves into Qualcomm's bold vision of AI as the next user interface, the evolution of AI experiences, and the critical role of heterogeneous computing involving NPU, GPU, and CPU. Vinesh elaborates on the advancements in generative AI, the challenges of inference on edge devices, and the concept of Agentic AI, a personalized AI experience. The episode highlights Qualcomm's commitment to overcoming these challenges and shaping the future of digital experiences with AI.

00:00 Welcome to Snapdragon Summit 2025
00:27 Introduction to AI and Generative AI
01:32 AI Experiences and Infrastructure
03:56 The Role of NPU, GPU, and CPU in AI
06:04 Challenges and Future of AI Computing
07:36 Agentic AI and Personalization
10:11 Concluding Thoughts and Future Prospects

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Insights from Qualcomm's Snapdragon Summit 2025: A Conversation with Don McGuire

In this episode, Leonard Lee, Executive Analyst at Next Curve, sits down with Don McGuire, CMO of Qualcomm, at the Snapdragon Summit 2025 in Maui. The discussion covers Qualcomm's journey and milestones, including the rise of Snapdragon as a consumer brand and the significance of its BrandZ ranking. They delve into Qualcomm's marketing strategies, emphasizing creativity, storytelling, and audience relevance. The conversation also explores upcoming technology trends like personal AI, edge computing, and the future of mobile and PC platforms. The episode highlights Qualcomm's role in advancing technology and its vision for the digital and AI-driven future.

00:00 Welcome to Snapdragon Summit 2025
00:44 Celebrating 10 Years of Snapdragon Summit
01:20 Snapdragon's Brand Journey
03:17 Marketing Strategies and Objectives
09:23 The Role of Technology in Brand Evolution
10:15 Personal AI and the Ecosystem of You
16:03 Product Announcements and Future Vision
16:33 Closing Remarks from Maui

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Why are enterprise GenAI and agentic AI solutions challenging to design, deploy, and maintain? What are organizations doing wrong, and what can they do to get ROI out of their GenAI investments against the feverish pace of innovation and technological advancements?

This episode of the neXt Curve Rethink podcast addresses the challenges, opportunities, and the elusive nature of enterprise-grade generative AI and agentic AI. Leonard Lee, Executive Analyst at neXt Curve, is joined by Cal Al-Dhubaib, Head of AI and Data Science at Further, and Joseph Enochs, Chief AI Officer at Enterprise Vision Technologies, who share their perspective and stories from the frontlines of the struggle to make GenAI and agentic AI enterprise and industrial-grade.

00:00 Introduction and Episode Overview
00:52 Meet the Guests: Cal Al-Dhubaib and Joseph Enochs
01:39 The Challenges of Enterprise Generative AI
03:54 Key Questions on Generative AI and AgTech
05:02 Understanding the Adoption Barriers
10:52 Valuable Gen AI Use Cases and Limitations
20:52 Ensuring Safe and Enterprise-Grade AI
26:44 Recommendations for Starting or Course-correcting AI Initiatives
32:14 Closing Remarks and Contact Information

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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August.

Topics that mattered in the AI and semiconductor universe capping off August of 2025:

• Analysts' takes and analysis of Hot Chips 2025
• GlobalFoundries Technology Summit 2025 and the MIPS acquisition

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.

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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leadership Summit which took place in Deer Valley, UT.

Topics that mattered in the AI and semiconductor universe at the midpoint of August of 2025:

• Karl's latest Forbes article: "Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI"
• Intel's cash malaise - Softbank and the U.S. government to the rescue?
• Trump's AI export tax and its implications on NVIDIA and AMD and U.S. AI leadership
• Jim recaps his takes from FMS (The Future of Memory & Storage) Conference 2025 and the evolving role of memory in AI supercomputing
• The MIT NANDA Initiatives controversial report on AI, "The GenAI Divide: State of AI in Business 2025"

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.

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.