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.

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve has a chat with Nitin Kumar, Qualcomm's VP of Product Management of Snapdragon Chipsets, at a special Snapdragon X Series preview event held in San Francisco to ponder the question of why the NPU matters for the AI PC and how it defines new AI-enabled experiences for PC users who have long awaited something new.

Leonard and Nitin discuss:

• The NPU, the net new thing defining the AI PC (00:40)
• Qualcomm's legacy in AI computing and NPU (01:30)
• The smartphone, the genesis of NPU (02:50)
• Why the NPU matters for the future of AI computing (03:45)
• The role of NPU for generative AI changing the PC experience (05:40)
• What difference does the NPU make in running AI workloads? (07:00)
• How does the NPU stack up against GPU in AI computing? (09:14)
• Leonard & Nitin invent "heterogeneous AI compute" (10:55)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.