Episodios

  • Analysts Insights from TM Forum DTW Ignite 2025 (with Dean Bubley and Patrick Lopez)
    Jul 7 2025

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    TM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year.

    This year, DTW Ignite was heavily slanted toward the topic of autonomous networks and reaching L4, but there was much more. The trio converged on Zoom to compare notes and share their thoughts on what mattered at DTW Ignite 2025.

    In this chat, Dean, Patrick, and Leonard Lee discuss:

    ➡️ Analyst impressions of TM Forum DTW Ignite 2025 (4:20)
    ➡️ The state of agentic AI in telco transformation and modernization (7:55)
    ➡️ The state of telco modernization, service innovation, and monetization (11:35)
    ➡️ Where are we with network APIs and the market For them? (14:55)
    ➡️ Post-DTW Ignite 2025 recommendations for operators (18:25)

    Remember to like, subscribe to the neXt Curve reThink channel. Also, follow neXt Curve by subscribing at www.next-curve.com. Also subscribe to the neXt Curve newsletter at https://bit.ly/3LbXVgZ and join the over 29,000 subscribers who get the tech and industry insights that matter on a monthly basis.

    Check out Patrick's research at {Core Analysis} at www.coreanalysis.ca. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech.

    Check out Dean's research and thought leadership at www.disruptiveanalysis.com. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech. You can also follow Dean on Twitter (X) at @disruptivedean as well as on LinkedIn.

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    26 m
  • The Coming of the AI Workstations Age: Lenovo P Series (with Anurag Agrawal)
    Jul 3 2025

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    neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises.

    Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and rage of the last two years. Find out why the AI workstation might breathe life into the AI PC and provide a bridge for GenAI to cross from cloud to the enterprise.

    Anurag and Leonard touch of the following topics in this episode:

    ➡️ What happened to the AI PC? It was supposed to be the big thing to bring PCs back. (2:45)
    ➡️ What is the AI workstation and where does it fit in the pocket to cloud continuum and the enablement of hybrid AI? (9:19)
    ➡️ Anurag shares the key points of his research note "Realizing AI Potential: Why Lenovo Workstations should be at the heart of compute strategy." (10:05)
    ➡️ Getting over the security and confidentiality adoption hurdle of enterprise GenAI. (12:49)
    ➡️ What are the leading AI workstation workflows and use cases? (19:55)
    ➡️ Why the AI workstation could be the bridge between GenAI in the cloud and enterprise AI. (22:18)
    ➡️ AI Workstations - Are they a solution of shadow AI or a catalyst? (26:18)
    ➡️ The secret to enterprise AI - Don't chase whales (a AI Moby Dick story). (29:11)
    ➡️ How AI workstation deployments can foster safe and secure enterprise GenAI applications and hybrid systems. (31:18)

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

    Check out Anurag and 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 for the tech and industry insights that matter.

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    35 m
  • Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more!
    Jun 30 2025

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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 the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, networks, edge AI, and the fast-evolving sensor edge, and provide their analysis of Qualcomm’s announced acquisition of Alphawave Semi and much more!

    Topics that mattered in the AI and semiconductor universe in June of 2025:

    • Highlights and analysis of AMD Advancing AI 2025
    • The uber growth in AI computing demand - Tiria Research forecast
    • Highlights and analysis of Sensors Converge 2025 - 40th Year!
    • Highlights and analysis of Cisco Live! 2025
    • The power and cooling problem with AI data center
    • Intel cleans house with layoffs while Apple and others clean out their support
    • Qualcomm makes a big AI data center move with Alphawave Semi acquisition
    • Is the defense industry the new frontier of innovation and tech?

    Hit Leonard, 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 for the tech and industry insights that matter.

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    48 m
  • Sensors Converge 2025: Leaders' Roundtable - AI and Sensors Exploring a Special Symbiosis
    Jun 29 2025

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    AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, without sensors, AI would not be possible. This roundtable will explore the role of sensors in fueling AI capabilities, and in turn, will examine how AI itself can be utilized in the design and optimization of advanced sensor technologies. Speakers will explore the combined potential of AI and sensor technology in building intelligent and responsive systems across industry, as well as focus on practical applications, recent breakthroughs and future trends that will shape the next generation of smart sensor solutions.

    Leonard Lee of neXt Curve moderated a Leaders' Roundtable at Sensors Converge 2025 with:

    • Simon Ford, President at Blecon
    • Azita Arvani, Founder of Arvani Group
    • Manuel Cantone, Sr. Director, Product Marketing at STMicroelectronics
    • Rob Watts, AI Architect at Intel
    • Yuhan Long, Co-founder and CTO of Infermove
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    32 m
  • The State of Nokia and Mavenir, and Hot Takes from DTW Ignite 2025 (with Earl Lum)
    Jun 28 2025

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    It's been a short four months since the last episode of "From the Radio to the RIC" with Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve. The duo decided to get on the mic to talk about Nokia's Midsummer Update 2025, Mavenir's latest business and financial update, and TM Forum's DTW Ignited 2025 which took place in Copenhagen, Denmark.

    In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights:

    • Nokia's new radio portfolio and the elimination of those fans!
    • Nokia's SMO play and entree into autonomous networks L4 with Manta Ray
    • Mavenir's recapitalization and reinvention
    • TM Forum DTW Ignite 2025 - the Mecca of autonomous networks
    • The SMO - the centerpiece and backbone of the autonomous network
    • Modernization before monetization - the rationale for 5G SA

    If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com. Make a request through our respective request forms.

    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.

    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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    35 m
  • Sensors Converge 2024 - A 40th Anniversary Celebration (with Prakash Sangam)
    Jun 27 2025

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    Sensors Converge celebrated its 40th year as a fixture and iconic event that has tracked the history of sensor technology in the Silicon Valley. This year was a comeback year as the even has worked its way out of the pandemic nadir that has challenged the conference. This year, event drew over 5,000 from around the world attending one of the few sensor and MEMS conferences in the epicenter of tech innovation, the Silicon Valley.

    Prakash and Leonard cover the following topics and highlights from Sensors Converge 2025:

    • Prakash provides is impression of Sensors Converge 2025
    • Is IoT back at Sensors Converge?
    • The influence of wearables and the search for the next big device
    • Edge AI takes center stage bringing the excitement of AI to the sensor edge
    • Trends in sensor and perception system architectures with edge AI
    • The digital twin and physical AI and its impact on the sensor discussion
    • Wireless made a Wi-Fi HALO heavy presence
    • Trends in wireless changing and energy harvesting
    • Leonard invents "Long-thinking Sensor Data Fusion"

    Hit both Leonard and Prakash up on LinkedIn and take part in their industry and tech insights.

    Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast.

    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.

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    30 m
  • Cloud and Neocloud FinOps and Economics (with Hyoun Park)
    Jun 15 2025

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    FinOps has become a thing over the past four to five years as enterprises began to grip on their cloud spending across the board from infrastructure to SaaS software. FinOps was a long time coming and built on pioneering work a decade ago to bring cloud economics into view.

    Now we face a new era in FinOps as enterprises ramp up their spending on AI infrastructure services and applications. What is the state of FinOps in an era of AI?

    Hyoun Park, CEO and Principal Analyst at Amalgam Insights joins Leonard Lee of neXt Curve to discuss his insights and key findings from FinOpsX and Databrick Data & AI Summit 2025.

    Hyoun and Leonard hit on the following topics:

    ➡️ FinOpsX and Databricks Data & AI Summit 2025 (3:07)
    ➡️ The State of FinOps (4:39)
    ➡️ Cloud Migration Behaviors Today (8:29)
    ➡️ NeoCloud FinOps and Economics (12:07)
    ➡️ Databricks Data & AI Summit 2025 (17:30)
    ➡️ Shift from AI, AI, AI to Data and Good Ole' Analytics (17:43)
    ➡️ Rolling Your Own Model is Passe (22:45)
    ➡️ Where Do We Land With FinOps and AI Next Year? (24:35)

    Connect with Hyoun on LinkedIn at www.linkedin.com/in/hyounpark. You can also follow him at www.amalgaminsights.com. Also, check out his podcast, "This Week in Enterprise Tech"

    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.

    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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    30 m
  • Highlights & Analyst Takes from Cisco Live! 2025 (with Maribel Lopez)
    Jun 12 2025

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    After two extremely dense and informative days of Cisco's analyst program at Cisco Live! 2025 which too place in San Diego, Leonard Lee of neXt Curve and Maribel Lopez of Lopez Research sat down in the analyst forum plenary ballroom to tape what was supposed to be a greeting video to Jo Peterson, a mutual friend who has been on the neXt Curve podcast. Hi, Jo!

    The analyst relations team at Cisco put on a fantastic program this year to give analyst the opportunity to engage with the Cisco executives who were amazingly generous with their time. Maribel and Leonard provide share highlights from two-days of session, roundtables, 1-on-1 briefings, and announcement-packed keynotes.

    Maribel and Leonard hit on the following topics:

    ➡️ Everyone is talking about AI. How is Cisco talking about it? (2:20)

    ➡️ Network and security convergence (4:00)

    ➡️ Platformization - the value and the challenges for Cisco (6:18)

    ➡️ Balancing of consolidation and integration on the road to pjatformization (9:21)

    ➡️ The great hope and the great threat of agentic AI (12:05)


    Connect with Maribel Lopez on LinkedIn at www.linkedin.com/in/maribellopez. You can also follow her on X at @maribellopez, and at www.lopezresearch.com.

    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.

    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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    15 m