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.

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.

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 NVIDIA's GTC 2024 event which took place this week in person for the first time in five years. Leonard and Karl were there live partaking in the energy in the NVIDIA ecosystem fueled by generative AI hype and excitement.

The duo talk and debate about:

• Key impressions of the first in person GTC event in 5 years! (2:49)
• Blackwell and the Mixture of Experts (3:46)
• NVLink or Ethernet? That is the question (7:39)
• Cost, the barrier to innovation, but not vision (12:28)
• Serendipity - Private course in AI with Bill Dally (14:20)
• NVIDIA, the AI systems company - the implications (15:00)
• NVIDIA Inference Microservices (17:14)
• The 2nd Gen Transformer Engine (25:21)
• Great! Selling tons of GPUs. Where is the end market value? (27:33)
• The tangible value of the Gen AI hype and investment (31:43)
• Final thoughts on NVIDIA GTC 2024 (35:02)

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. • neXt Curve Analyst Corner - Silicon F...

Patrick Lopez of {Core Analysis} and Earl Lum of EJL Wireless Research join Leonard Lee of neXt Curve to have a Radio Access Network (RAN) focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Patrick and Earl are two of the leading telco industry analysts who have covered MWC for years focusing on telco infrastructure and RAN radios respectively. Leonard gets these two experts in a dialogue about:

* Impressions of MWC 2024 from the analyst perspective (3:48)
* Are O-RAN and the Open RAN movement going in the right direction? (9:05)
* Does an open Open RAN mean becoming inclusive even with the so-called incumbents? (21:20)
* The future of Open RAN, is it hybrid and multi RAN? (29:00)
* AI-RAN. What is it and why? (31:00)
* The grounding of Open RAN by the operator agenda (40:00)
* What are the analysts hoping to see at MWC 2025 from RAN (42:23)
* Exciting new reports by {Core Analysis} and EJL Wireless Research (45:31)

Connect with Patrick Lopez at www.coreanalysis.ca and Earl Lum at www.ejlwireless.com. Hit both of them 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.

Roy Chua of AvidThink and Prakash Sangam of Tantra Analyst join Leonard Lee of neXt Curve to have a telco focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Roy and Prakash are two of the leading telco industry analysts who have covered MWC for years. We wanted to get these two experts in a dialogue about:

• Impressions of MWC 2024 from the analyst perspective (1:22)
• 5G modernization and the state of Open RAN (9:05)
• The Open Gateway Initiative and the prospects of API gold (23:20)
• AI-natve networks & the impact of generative AI a year later (36:35)

Connect with Roy Chua at www.avidthink.com and Prakash Sangam at www.tantranalyst.com. Hit both of them 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.

neXt Curve in partnership with Transforma Insights bring you our joint recap of Mobile World Congress 2024, which occurred last week in Barcelona, Spain, drawing over 100K attendees. This recap is presented by Matt Hatton, Co-founder and Principal at Transforma Insights and Leonard Lee, Executive Analyst at neXt Curve.

neXt Curve was very excited to partner with Transforma Insights to bring what we call Essential Validated Insights to our clients and the industry from MWC 2024. neXt Curve and Transforma Insights collaborated on a broad research agenda that touched on the following Transition Topics for 2024:

* IoT and data regulations
* Market segmentation, channels, and partner programs
* eSIM, particularly SGP.32
* Non-Terrestrial Networks (NTNs) and hybrid connectivity
* The new data landscape and impact on IoT
* Contextualization
* 2G/3G sunsetting and implications for IoT
* Evolving mobile private networks (MPNs)
* IoT Application Enablement Platforms (AEPs)
* Video analytics enabled by AI
* 5G opportunities in IoT
* Cellular LPWA

Matt and Leonard share the following impressions and takes from MWC 2024:
* The IoT customer is not always right (5:20)
* The need for a new scaling thesis for IoT (6:50)
* Does private 5G need to be as easy as Wi-Fi? (7:54)
* Is private 5G looking for a new mojo? (11:09)
* eSIM and the SPG.32 standard - progress? Commercial viability? (14:13)
* Open & shared concepts of Open Gateway and eSIM roaming tested (17:00)
* The Water Bed Effect (20:25)
* Non-terrestrial ready for commercial prime time? (21:30)
* AI, an MWC 2024 bright spot thanks to Gen AI? (26:19)
* Regulation missing in action at MWC 2024 (29:31)
* The polarization of ICT - bifurcation or trifurcation? (31:10)
* Chinese ICT vendors take a very different tone at MWC 2024 (33:46)
* What do we expect or hope for from MWC 2025? (36:40)

Remember to follow subscribe to www.next-curve.com and www.transformainsights.com for the tech and industry insights from MWC 2024 that matter.