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The neXt Curve reThink Podcast

The neXt Curve reThink Podcast

By: Leonard Lee Jo Peterson
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About this listen

The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector.

Topics we cover include:

-> Artificial Intelligence
-> Cloud & Edge Computing
-> Semiconductor Tech & Industry Trends
-> Digital Transformation
-> Consumer Electronics
-> New Media & Communications
-> Consumer & Industrial IoT
-> Telecommunications (5G, Open RAN, 6G)
-> Security, Privacy & Trust
-> Immersive Reality & XR
-> Emerging & Advanced ICT Technologies

Check out our research at www.next-curve.com.

© 2025 neXt Curve LLC
Economics Management Management & Leadership
Episodes
  • Will Samsung Galaxy Z Fold7 Take Foldables Mainstream?
    Aug 1 2025

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    Leonard has been skeptical about the foldable category for years, but 2024-2025 has brought about devices that are starting to reach a level of technical and design maturity, he felt compelled to compare notes with long-time foldable user and reviewers, Prakash Sangam of Tantra Analyst.

    Samsung was good enough to let Leonard and Prakash take the new Galaxy Z Fold7 foldable smartphone for a test drive.

    In this episode of the neXt Curve reThink podcast, Leonard and Prakash share their initial impressions of Samsung’s latest premium smartphone that is going up against tough competition from Chinese OEMs.

    Watch and find out about the technical innovations and improvements in the usability and user experience of the Galaxy Z Fold7 that could finally break foldable smartphones into the mainstream.

    Prakash and Leonard cover the following topics in their review of Samsung Galaxy Z Fold7:

    • The unveiling of Galaxy Z Fold7 at Galaxy Unpacked (Unfold) 2025 in Brooklyn
    • Off to a great start - record pre-orders for the Fold7 and Flip7
    • Great thermal engineering and Snapdragon 8 Elite for Galaxy
    • What worked and didn't work with the Galaxy Z Fold7
    • Improvement opportunities for Galaxy Z Fold8
    • The formula for good agentic AI and recommendations for Galaxy AI
    • Will Galaxy Z Fold7 take foldable smartphones into the mainstream?

    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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    32 mins
  • Silicon Futures - Analyst takes on Intel 14A, TSMC blowout, America's AI Action Plan, and more!
    Jul 25 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 July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A and 18A in determining the future of Intel Foundry, and a number of other hot topics and news items running up to the end of July 2025.

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

    • Intel's earnings results and the future of the company, Intel Foundry, and 14A.
    • TSMC's blowout quarter and what it means for the industry at large.
    • The Trump Administration's America's AI Action Plan - what does it mean?
    • The state of China's AI industry and future.
    • Micron and their SOCAMM deal with NVIDIA - implications.
    • Consolidation and new industry structure - GlobalFoundries acquisition of MIPS, Synopsys acquisition of Ansys.
    • Why Apple's AI strategy is a dog. ABN (Anything But NVIDIA).

    Hit Leonard, Karl, Mario, 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 Mario and his research at IDC at www.idc.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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    54 mins
  • 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 mins
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