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Roy Chua of AvidThink joins Leonard Lee of neXt Curve to talk about the big events and incidents since they last jumped on the reThink Podcast to recap RSAC 2024. Turns out that one of the biggest topics to hit the headlines is the CrowdStrike "Outage" which shook the cybersecurity world. Leonard and Roy also chat about TM Forum's DTW Ignite 2024 event, the state and direction of network APIs, and the implications and prospects of Nokia's acquisition of Infinera.

Roy and Leonard cover the following agenda:

• CloudStrike "Outage" - What really happened? (02:46)
• Highlights & takes from TM Forum's DTW Ignite 2024 (24:00)
• The state of the Network API. Is it going in the right direction? (33:40)
• The problems with boards and tech hype - misguided pressure problem (48:00)
• What does the Nokia acquisition of Infinera mean? (49:40)
• Not letting AT&T and Snowflake off the hook! Another straw on the cybersecurity camel's back. (56:20)

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.

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Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on a Data Diva 911 episode of the reThink Podcast to share takes and reactions to some major incidents in the world of cybersecurity and privacy, most prominently, the CrowdStrike outage. Debbie and Leonard also address the other big incident that was overshadowed by CrowdStrike, AT&T's data breach. Debbie also shares her views on Google backing out of their commitment to eliminate cookies on Chrome. Finally, Oracle settles on the order of millions as they rethink their data collection practices and business.

Leonard and The Data Diva parse through the big cybersecurity and privacy headlines of the past few weeks:

• CrowdStrike "outage" - what happened and what is it? (02:03)
• The cybersecurity incident forgotten - AT&T data breach (24:00)
• Google's reversal on the elimination of cookies for privacy (30:27)
• Oracle settles and resets on their data brokerage business (38:55)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com

Hit both Debbie and Leonard 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 - https://nextcurvepodcast.buzzsprout.com - or find us on your favorite Podcast platform.

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In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk catch up after a far-too-long hiatus and talk about the state of AI supercomputing and Karl's new area of research, AGI (Artificial General Intelligence).

The duo talk and debate about:

• Karl's new research area - Artificial General Intelligence (AGI) (01:58)
• Is there a better way than LLMs to get to AGI? (06:30)
• The great illusion of intelligence (8:45)
• Will NVIDIA need to reinvent itself and its approach to AI? (11:55)
• Huang's Curve and the scaling wall (18:06)
• The profit in Generative AI (23:00)
• The consequences of the yearly cadence of AI supercomputing (27:00)
• Is interconnect and networking or CUDA the real NVIDIA moat? (28:29)
• Cerebras, the different way of looking at AI supercomputing (36:00)
• Apple's mystery Apple Silicon server chip (39:37)
• Qualcomm's growing AI supercomputing footprint (41:30)
• What does NVIDIA Rubin mean to Karl? (44:46)

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.

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Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Samsung's Galaxy Unpacked summer event held at Paris. Prakash attended the viewing party in New York with a small contingent of industry analysts who got the inside scoop on Samsung's big Unpacked event for their foldable line of smartphones (Galaxy Z Fold6 and Z Flip6) and more including the new Galaxy Ring, Galaxy Earbuds, Galaxy Watch Ultra, some interesting developments in Samsung Health, and new Galaxy AI features coming to 200 million Galaxy devices this year.

Leonard and Prakash parse through the stuff that matters:

• Intro and impressions of Samsung Galaxy Unpacked Summer Edition 2024 (0:50)
• Key themes of Samsung Galaxy Unpacked (4:02)
• The Qualcomm Snapdragon 8 Gen 3 situation (11:42)
• Galaxy Z Fold6 highlights & analysis (12:26)
• Galaxy Z Flip6 highlights & analysis (18:00)
• Galaxy Ring highlights & analysis (23:45)
• Samsung Galaxy Health highlights & analysis (29:50)
• Galaxy Watch 7 and Watch Ultra highlights & analysis (31:07)
• Galaxy Earbuds highlights & analysis (35:30)
• Galaxy AI updates (39:09)
• Wrap up (49:10)

Connect with Prakash and Tantra Analyst at www.tantraanalyst.com. Hit both of us on LinkedIn and take part in our 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 - https://nextcurvepodcast.buzzsprout.c... - 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.

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It's been a rollercoaster ride of announcements and techno upstaging as we bounced from OpenAI's GPT-4o unveiling to Google I/O, Microsoft's Build 2024, Computex 2024, and now Apple's WWDC 2024 event. On the privacy front, two announcements rose from the noise: Microsoft's Recall and Apple's Apple Intelligence.

Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve to break down their takes and the implications of headline-grabbing privacy police magnets which reflect the divergence of privacy approaches and mindsets we are seeing among "Big Tech".

Leonard and The Data Diva parse through the core privacy topics related to Recall and Apple Intelligence:

• Talking Privacy First before privacy became a thing (1:30)
• Privacy is about the R.E.S.P.E.C.T. for other's data (3:42)
• Debbie's big privacy headlines from Q2 of 2024 (5:45)
• Microsoft Recall and their privacy and security update (6:57)
• On device AI is not inherently private or secure (10:03)
• Privacy First & responsible AI are competitive differentiators (16:05)
• Apple Intelligence (17:30)
• Safety is a core factor in technology adoption (24:10)
• Apple's Private Cloud Compute (25:50)
• The trillion dollar privacy opportunity (29:50)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com

Hit both Debbie and Leonard 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 - https://nextcurvepodcast.buzzsprout.c.om - or find us on your favorite Podcast platform.

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If you were at Computex 2024 in Taipei, you were immersed in AI PC. At the center of this immersion was Qualcomm's Snapdragon X Series AI PC processor family which was first unveiled at Snapdragon Summit 2023. With a strong Microsoft Build 2024 tailwind behind them, Qualcomm was the talk of the town arguably upstaging the so-called godfather of AI, Jensen Huang.

Jim McGregor, Founder & Principal Analyst of Tirias Research and Dave Altavilla, Principal Analyst of HotTech Vision And Analysis join Leonard Lee of neXt Curve on this neXt Curve reThink podcast to share their takes and key impressions of Qualcomm's disruptive entry into the AI PC era of computing.

Leonard, Dave, and Jim parse through the highlights that matter in our engagement with Qualcomm at Computex 2024:

• Belle of the Computex AI PC Ball: Qualcomm's Snapdragon X Series (1:35)
• Redefining the PC experience with Snapdragon and Microsoft (4:46)
• Setting the benchmark for AI PC (6:10)
• The AI PC is not just about hardware and the chip (10:50)
• Mobile computing's disruption of PC in the AI PC era (12:00)
• The heterogeneity of AI computing and the NPU (14:00)
• The high stakes of being the AI PC Belle (17:39)
• The AI Engine - a driver for NPU adoption? (18:20)
• AI Hub - what is it and why is it important? (20:00)
• Accelerating developer community and mindshare (25:10)
• Jim says we all have no idea! (28:30)
• Qualcomm's legacy of trust & security on device and the AI PC (30:40)
• What will it take to convert Apple fanbois to an AI PC (35:30)

Connect with Jim and Tirias Research at https://www.triasresearch.com.

Connect with Dave and HotTech Vision And Analysis at https://www.hottech.com/

Hit both Jim, Dave, and Leonard 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 - https://nextcurvepodcast.buzzsprout.c.om - 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.

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Jim McGregor, Founder & Principal Analyst of Tirias Research and Dave Altavilla, Principal Analyst of HotTech Vision And Analysis join Leonard Lee of neXt Curve in a recap of Intel Tech Tour (ITT) 2024 that took place in Taipei from the 29th to the 31st of May. It was two intense days packed with the latest news and details on Intel's AI PC and data center solutions in the run up to Computex 2024.

Leonard, Dave, and Jim parse through the deluge of details from ITT 2024:

• ITT 2024 overview - It was all about AI (1:45)
• Hot takes on Lunar Lake's entry into the Copilot+ PC foray (3:39)
• Why software matters in the AI PC race (10:55)
• The microarchitecture innovations of Lunar Lake (12:54)
• How Intel's data center future is anchored on Xeon 6 + Gaudi 3 (15:13)
• Data center power-efficiency leadership in the making (19:10)
• The supercomputing mindset taking over the data center (21:00)
• The guys give Gaudi 3 some love (22:40)
• What is the competitive dynamic of AI supercomputing today? (24:46)
• Jim discovered that only he knows the future of AI and the killer app! (31:55)

Connect with Jim and Tirias Research at www.triasresearch.com.

Connect with Dave and HotTech Vision And Analysis at

Hit both Jim, Dave, and Leonard 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 - https://nextcurvepodcast.buzzsprout.c... - 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.

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Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve in a live chat that took place at the Grand Hyatt in Taipei City, Taiwan as they wound down three days of the Computex 2024 event which is one of the largest electronics industry trade shows in Asia.

Leonard and Jim parse through the key announcements and takes that matter from Computex 2024:

• The big takes and impressions from Computex 2024 (2:10)
• Hyperthreading & Lunar Lake (4:30)
• Confidential computing & edge AI (6:23)
• The NVIDIA keynote - Is Moore's Law dead? (8:55)
• Intel keynote - The XPU view on the future of AI (14:00)
• AMD keynote - Key to AI HPC competitiveness is in interconnect (17:55)
• Computex 2024 - The stage for the AI PC revolution and the PC revolt (24:06)
• Qualcomm's proposition for the future of PC and AI on the PC (27:00)
• The rapid crowding of the AI PC and Copilot+ PC fields (32:50)
• The weird entry into the era of Copilot+ PC (36:45)
• The AI PC processor to beat (38:40)

Connect with Jim and Tirias Research at www.triasresearch.com. Hit both Jim and Leonard on LinkedIn and take part in our 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 - https://nextcurvepodcast.buzzsprout.c... - 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.