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I always have a blast spending time chatting and debating the leading edge tech topics of the day with my fellow analyst, especially Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research LLC. It's even better when we are in Maui for these discussions as we were this week at Qualcomm's 10th Snapdragon Tech Summit 2025 (#paidtravel_snapdragon).

Jim and I took a moment to take one last look at a gorgeous view of Larry's Island as we recapped Snapdragon Tech Summit 2025. We cover personal AI, the ecosystem of you, HUMAIN's big announcement, and the new line up of Snapdragon X2 mobile and AI PC silicon.

Check it out and remember to follow neXt Curve, Tirias Research, and Cambrian-AI Research LLC for the tech and industry insights that mattered from Qualcomm's Snapdragon Tech Summit 2025!

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Exploring AI and Generative AI Innovations at Snapdragon Summit 2025

In this episode, Leonard Lee, executive analyst at neXt Curve, interviews Vinesh Sukumar, Vice President of Product Management AI at Qualcomm, during the Snapdragon Summit 2025 in Maui. The discussion delves into Qualcomm's bold vision of AI as the next user interface, the evolution of AI experiences, and the critical role of heterogeneous computing involving NPU, GPU, and CPU. Vinesh elaborates on the advancements in generative AI, the challenges of inference on edge devices, and the concept of Agentic AI, a personalized AI experience. The episode highlights Qualcomm's commitment to overcoming these challenges and shaping the future of digital experiences with AI.

00:00 Welcome to Snapdragon Summit 2025
00:27 Introduction to AI and Generative AI
01:32 AI Experiences and Infrastructure
03:56 The Role of NPU, GPU, and CPU in AI
06:04 Challenges and Future of AI Computing
07:36 Agentic AI and Personalization
10:11 Concluding Thoughts and Future Prospects

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Insights from Qualcomm's Snapdragon Summit 2025: A Conversation with Don McGuire

In this episode, Leonard Lee, Executive Analyst at Next Curve, sits down with Don McGuire, CMO of Qualcomm, at the Snapdragon Summit 2025 in Maui. The discussion covers Qualcomm's journey and milestones, including the rise of Snapdragon as a consumer brand and the significance of its BrandZ ranking. They delve into Qualcomm's marketing strategies, emphasizing creativity, storytelling, and audience relevance. The conversation also explores upcoming technology trends like personal AI, edge computing, and the future of mobile and PC platforms. The episode highlights Qualcomm's role in advancing technology and its vision for the digital and AI-driven future.

00:00 Welcome to Snapdragon Summit 2025
00:44 Celebrating 10 Years of Snapdragon Summit
01:20 Snapdragon's Brand Journey
03:17 Marketing Strategies and Objectives
09:23 The Role of Technology in Brand Evolution
10:15 Personal AI and the Ecosystem of You
16:03 Product Announcements and Future Vision
16:33 Closing Remarks from Maui

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Why are enterprise GenAI and agentic AI solutions challenging to design, deploy, and maintain? What are organizations doing wrong, and what can they do to get ROI out of their GenAI investments against the feverish pace of innovation and technological advancements?

This episode of the neXt Curve Rethink podcast addresses the challenges, opportunities, and the elusive nature of enterprise-grade generative AI and agentic AI. Leonard Lee, Executive Analyst at neXt Curve, is joined by Cal Al-Dhubaib, Head of AI and Data Science at Further, and Joseph Enochs, Chief AI Officer at Enterprise Vision Technologies, who share their perspective and stories from the frontlines of the struggle to make GenAI and agentic AI enterprise and industrial-grade.

00:00 Introduction and Episode Overview
00:52 Meet the Guests: Cal Al-Dhubaib and Joseph Enochs
01:39 The Challenges of Enterprise Generative AI
03:54 Key Questions on Generative AI and AgTech
05:02 Understanding the Adoption Barriers
10:52 Valuable Gen AI Use Cases and Limitations
20:52 Ensuring Safe and Enterprise-Grade AI
26:44 Recommendations for Starting or Course-correcting AI Initiatives
32:14 Closing Remarks and Contact Information

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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 this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August.

Topics that mattered in the AI and semiconductor universe capping off August of 2025:

• Analysts' takes and analysis of Hot Chips 2025
• GlobalFoundries Technology Summit 2025 and the MIPS acquisition

Hit Leonard, Karl, 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 Karl's Substack at: https://substack.com/@karlfreund429026

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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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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 this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leadership Summit which took place in Deer Valley, UT.

Topics that mattered in the AI and semiconductor universe at the midpoint of August of 2025:

• Karl's latest Forbes article: "Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI"
• Intel's cash malaise - Softbank and the U.S. government to the rescue?
• Trump's AI export tax and its implications on NVIDIA and AMD and U.S. AI leadership
• Jim recaps his takes from FMS (The Future of Memory & Storage) Conference 2025 and the evolving role of memory in AI supercomputing
• The MIT NANDA Initiatives controversial report on AI, "The GenAI Divide: State of AI in Business 2025"

Hit Leonard, Karl, 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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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.

NOTE: The transcript is AI-generated and will contain errors.

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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.

NOTE: The transcript is AI-generated and will contain errors.