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Jo Peterson, cloud and security thought leader and VP of Cloud and Security at Clarify360 joins Leonard Lee of neXt Curve to exchange notes on what they thought were highlights and key takes from RSAC Conference 2025 which took place at the Moscone Center in San Francisco. They also discuss the newly published "The State of SaaS Security: Trends & Insights for 2025-2026" report by The Cloud Security Alliance.

Jo and Leonard hit on the following topics:

➡️ What is on Jo's mind from RSAC 2025 (2:34)
➡️ The specter of shadow AI (5:05)
➡️ The Cloud Alliance SaaS Security Report 2025 (5:24)
➡️ Shadow AI and shadow IT are related (9:02)
➡️ Agentic AI is not your daddy's minivan AI (10:50)
➡️ What is your security posture? DSPM + AI-SPM (15:27)
➡️ Letter to the Board: Give your CISOs more money! (17:39)
➡️ Cyber risk and attacks get more sophisticated with AI (21:04)

Connect with Jo on LinkedIn at www.linkedin.com/in/jopeterson1

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Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of this semiconductor industry in light of a volatile pair of months that saw the starting of a global tariff regime instituted by the White House that has roiled the markets and industries and trade relations with the U.S. face unprecedented uncertainty. What are the implications on the semiconductor industry and the global electronics supply chain as the tumult continues?

This episode covers:

➡️ Global tariffs and its impact on the global electronics industry (3:19)

➡️ Jim's impression and takes from Embedded World 2025 (34:45)

➡️ Edge AI and the diffusion of AI accelerates (39:22)

Hit both 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.

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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Bob Carver, cybersecurity thought leader and CEO of Cybersecurity Boardroom, joins Leonard Lee of neXt Curve and Debbie Reynolds of Debbie Reynolds Consulting LLC on the reThink Podcast to talk about the cybersecurity priorities for consumers and enterprises for 2025. This is the first time for Bob on the show. Debbie and Leonard were anxious to get a sense of what is top of mind for Bob as he look forward into the year and beyond as AI-infused and -augmented cybersecurity threats and attacks challenge us all.  

Bob, Leonard, and The Data Diva hit on the following topics:

• How Bob got started in cybersecurity (2:00)
• Top security concerns according to Bob (5:20)
• The problem with smarter and more capable infostealers (8:00)
• What do you get when you combine AI with cybercrime? (10:58)
• The future of cybersecurity - AI versus AI (14:30)
• Introducing Agent Smith (15:50)
• Deepfakes, the other exponential cybercriminal enabler (16:50)
• The biggest cybersecurity challenge: awareness and hyperbole (22:34)
• Bob's view on solutions for consumers and enterprises (25:32)
• Micro-segmentation: obscuring for security (27:31)
• Privacy, an important factor in cybersecurity and trust (32:50)
• The consumer and enterprise mindset shifts needed (38:50)

Connect with Bob Carver on LinkedIn and at www.cybersecurityboardroom.com

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.

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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Karl Freund of Cambrian-AI Research, Jim McGregor of Tirias Research, and Dave Altavilla of HotTech Vision and Analysis joined Leonard Lee of neXt Curve at the Virgin Hotel in Las Vegas to recap ‪@Intel‬'s Vision 2025 event.

This episode covers:
➡️ Key impressions of the Intel Vision 2025 event.
➡️ The "New Intel" strategy of Lip-Bu Tan, Intel's new CEO.
➡️ Intel's AI strategy from a data center perspective.
➡️ 18A upon which Intel's hopes and future leadership hang.
➡️ Intel's less than compelling AI strategy and vision.
➡️ The diversity of AI and the heterogeneous present and future of AI compute.
➡️ The incremental Intel vibe of Vision 2025.
➡️ The fate of Intel Foundry - Killing the rumor.
➡️ The state of Intel's DCAI (Data Center & AI) business. 
➡️ Intel Vision 2025 in a word.

Hit Leonard, Jim, Dave, and Karl up on LinkedIn and take part in their industry and tech insights. 

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.

Check out Dave Altavilla and his research at www.hottech.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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neXt Curve's Leonard Lee was invited on a tour of Ericsson's booth at MWC 2025 Barcelona with VP of Strategy, Oliver Buschmann. Oliver takes Leonard on a journey from the Aduna, network APIs, differentiated connectivity, to programmable networks, to the topic of 5G monetization.

Many thanks to Ericsson for the booth tour and inviting neXt Curve to share our insights into the future of the industry and the opportunities amassing behind 5G SA.

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This was one of the highlights of MWC 2025 for neXt Curve. Leonard Lee, Executive Analyst of neXt Curve, was invited by Ericsson to have chat with one of the industry’s tech luminaries, Erik Ekudden, CTO of Ericsson. It was great to get the essence of our ongoing conversations about the industry, tech leadership, and the reinvention of the network in a 5G era and beyond.

Erik and Leonard hit on some serious topics important to the industry with a nice mix of levity. We didn’t know where the conversation would go but we knew we had to start with a view on where we are with 5G.

It’s really time to unleash the backlog of 5G technologies waiting to deliver on the promises of 5G yet unrealized which I have been advocating in neXt Curve for a least two years now. 

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Karl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event.

This episode covers:
➡️ Key impressions from NVIDIA GTC 2025
➡️ NVIDIA's evolving identity
➡️ NVIDIA's moves widening the lead in AI supercomputing
➡️ NVIDIA's broadening AI computing portfolio and the software stack
➡️ The NVIDIA philosophy of "more is more"
➡️ Synthetic data, digital twins, and robotic training
➡️ Jensen's jacket and more!

Hit Leonard, Jim, Francis and Karl up on LinkedIn and take part in their industry and tech insights.

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and Francis and their research at Tirias Research at www.tiriasresearch.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.

Make sure to follow me here on LinkedIn and hit that 🔔 at the top of my profile for a constant diet of the tech and industry insights that matter.

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Peter Jarich, Head of GSMA Intelligence at GSMA Intelligence, and Chetan Sharma of Chetan Sharma Consulting joins Leonard Lee of neXt Curve to recap the mobile industry event of the year, Mobile World Congress 2025.

This year, MWC drew over 109,000 attendees and almost 3,000 exhibitors who packed the Fira Gran Via for another post-pandemic year to match an attendance record set in 2019. So, what mattered at the otherwise overwhelming event?

Peter, Chetan, and Leonard touch on the following topics: 

• Key impressions from the event. What was different from last year?
• What were the key themes for MWC 2025?
• What technologies and applications stood out at MWC 2025?
• Peter, Chetan, and Leonard give their takes on:
  • Metaverse, 
  • Generative AI & Agentic AI
  • AI-RAN
  • Open Gateway & Aduna
  • 5G & 6G
  • Private 5G
  • Open RAN and Squid Game Season 1
  • Geopolitics of global telco
• Where does the trio think that we will land at MWC 2026?

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Chetan Sharma, his research and thought leadership at www.chetansharmaconsulting.com. 

Check out Peter Jarich and GSMA Intelligence at www.gsmaintelligence.com.

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Welcome to the neXt Curve reThink series that focuses on the present and the future of mobile wireless technologies and industry - The Radio to the RIC.

In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous, the IoT Giant, provide their full recap of their puts and takes from Mobile World Congress 2025 held in Barcelona. The trio just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Fonda Peppa, a wonderful restaurant by a Michelin-star chef to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2025

The trio talk about:

* (3:11) Initial impressions
* (8:02) What is the state of AI-RAN? Is it Open RAN Season 2?
* (12:51) Has GenAI hype been hiding good stuff happening in AI for telco?
* (15:54) The year of some strange geopolitics that trouble the industry
* (19:02) 10 years of IoT Stars! Congrats!
* (23:18) A MWC 2024 retrospective. How did we do?
* (30:29) The GSMA seems to have learned its lesson - Connectivity First!
* (37:11) Where will we land at MWC 2026?
* (44:56) Delusions of grandeur

Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report. 

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Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of NVIDIA, Arm's new edge AI play, and Qualcomm's Dragonwing.

This episode covers:

➡️ NVIDIA's Q4 2025 Earnings & Outlook - The bellweather of AI (2:31)

➡️ Intel dismantling rumors regarding Broadcom & TSMC  (6.00)

➡️ Arm announces new IoT Platform and Cortex A320 (10:03)

➡️ Qualcomm unveils their new Dragooning brand for industrial(11:21)

➡️ MWC 2025, Embedded World, NVIDIA GTC, OFC, IBM and more! (16:50)

Hit both 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.

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.