In this episode, Christie Theone, Principal at CTG Advisory, and Ex. VP of Qualcomm Policy and Legal comms and I discuss the specifics of Apple’s allegations, OpenAI’s statement, and likely response, as well as possible next steps. We also delve into how this will affect OpenAI’s plan to introduce highly anticipated personal AI devices, who has better leverage, the remedies Apple is requesting, and what some considerations might be for settlement.

Index:

00:00 - Intro
01:43 - Guest intro (Christie Thoene Theone, Principal, CTG Advisory)
02:28 - Apple's complaint: Two employees of OpenAI + OpenAI (pro & non-profit) + IO Products (Founded by #JonyIve)
04:05 - Apple's attempt to set a narrative - All OpenAI innovations are tainted by the theft of Apple's trade secrets, even what IO Products might be working on
05:05 - Although complaints are centered around two employees (only one is a top-level executive), liability will be borne by the company
07:56 - Apple's complaints are well structured, presented "as a matter of fact," without inflammatory language, making the case very obvious and appearing to be "open and shut."
10:33 - Jony Ive's name never appears in the complaint. Probably out of respect, and not to tarnish his name
12:06 - OpenAI's statement is pretty standard PR response
14:42 - Next steps - Likely request for an extension to file the reply. The question is whether they just reply to Apple's allegation, or countersue to get some leverage
17:02 - Discovery is going to be interesting, with many trade secrets at play. Details will come out if there are conflicts between the companies. Can it be motivation for settlement?
21:05 - As things stand today, OpenAI is at a weaker place, as this case affects its product plans and IPO plans, and time is on Apple's side
22:45 - Apple's remedy requests are not very clear, not sure what "enjoining" in this case means. Injunctions are very hard to come by
25:15 - OpenAI can keep working on whatever they are doing till there is an order from the judge (e.g.
25:33 - The first target for Apple is to seek an early decision to stop OpenAI from whatever they are working on, and the target for OpenAI is to seek early dismissal of the case. Both are hard to come by
29:12 - Closing

In this episode, I speak to Mark Budgen of Lenovo and Rajnikant Gupta of TCS on the current status of AI adoption in enterprises. We start by discussing which segments and which functions within organizations have seen deeper adoption of AI, whether AI projects have moved from PoC and trials to production, what the major challenges are in that transition, how the thinking and approach of enterprises toward AI have changed over the short period, the need for “Human in the loop,” and the necessity of Hybrid AI. We discuss key takeaways from Lenovo’s “CIO Playbook 2026” report and how enterprises are now more focused on improving and accelerating business outcomes rather than simply improving productivity.

Finally, we delve into what to expect in the near and far future, moving from Generative and Agentic AI to Physical and Embodied AI.

Index:

00:00 - Intro

01:05 - Guest intro (Mark Budgen, CTO, Global Technology Partners at Lenovo, & Rajnikant Gupta, Global Head - Partner Ecosystems and Alliances, TCS)

02:28 - Current status of AI adoption in Enterprises, how AI can improve business, not just efficiency, risk considerations

06:30 - Difference in level of AI adoption between various functional groups within Enterprises - IT, Coding, Security, Supply Chain, Sales & Marketing

13:30 - Evolution of Human involvement in AI processes. Humans in the Agentic AI loop will be required for a long time, because of the risk of failure and its costs

16:56 - Key takeaways from Lenovo's "CIO Playbook 2026" report: AI is not the entire toolbox, but one of the tools; focus is on how to use AI to improve and accelerate business and finally the outcomes; mapping IT KPIs to Business KPIs

22:16 - Current status of AI projects, in "Production" vs. "PoC" or "Trials" stage. The majority still in the process of moving to Production. Execs now better understand their business value; Focus on platforms to scale rather than simple point solutions

28:13 - Challenges in implementing AI: Employee fear of replacement, lack of domain experts with AI knowledge,

31:56 - Hybrid AI: How to decide where to run AI: Cloud or Edge? Dependencies: Sovereignty, access to data, power, and cooling; Token use optimization

38:27 - What to expect to see in the near and far future: Physical AI, Embodied AI, AI becoming ubiquitous and

41:20 - Closing

In this episode, I had the privilege of speaking with Jeff Snow, the Head of Product and AI Ecosystem at Lenovo. We explored the inspiring vision behind QIRA, its capabilities, and how Lenovo is uniquely positioned to offer such an experience. Join us as we dive into how QIRA gathers insights, develops its extensive knowledge base, maintains synchronization across devices, and implements robust measures to protect user privacy and security.

Index:

00:00 - Intro

02:00 - Guest intro (Jeff Snow, VP & Head of Product & AI Ecosystem)

02:50 - What is QIRA - Cross-device, local-first personal intelligence

03:42 - The vision of QIRA - Uniform "Lenovo AI Experience" across devices

05:13 - Organizationally, one team is working on QIRA, implemented on all Lenovo devices

06:12 - Examples of what it can do today: Catch me up - Summarize what happened across devices, Pay attention - Summarize meetings, and make it part of the knowledge base across devices, more

08:17 - QIRA learns from experiences - Implicitly and explicitly (with user permission), gathers and personal knowledge & insights

09:59 - It is more than an OTT app - App interface, but tightly integrated into the machine, even connecting with the OS, utilizes local AI models, and can be surfaced in any other apps

12:29 - The inputs to QIRA - Multimodal, text, images, voice, additional context (emails, chats, etc.), system health and telemetry, cross-device artifacts (e.g. notifications)

14:00 - Explicit user permission is required before saving any inputs, and it can be revoked at any time. "Humans are always in the loop"

15:06 - ALL the data generated by the device is stored locally on that specific device, the vectorized and encrypted data is shared across devices to keep all the devices in sync

18:16 - The "learning" happens and is stored in the individual device, and synced across devices

20:10 - Hybrid and agile model selection: mix of local, cloud, own, and third-party, with always a local-first approach

21:56 - User option "Local-only" or "Hybrid." Even in local-only mode, sync across devices can be enabled

23:56 - Most QIRA actions are user-initiated or part of an experience or workflow.

23:27 - It can surface suggestions, but not directly take action without direct user intervention

28:49 - QIRA can be the primary AI assistant interface on your Lenovo device

32:20 - Lenovo is exploiting its unique position, with pocket-to-cloud offerings, to provide a more personalized and well-rounded AI experience to its users

32:49 - Key challenges Lenovo faced in bringing QIRA to market: changing the mindset of the team to be software-focused, and moving quickly

34:99 - Defenses against accessing QIRA-related data when the device is stolen

36:17 - Ability to migrate personal knowledge base from old to new device

37:20 - No QIRA knowledge base vector data cloud back-up

38:30 - Different peer product in China, QIRA is for the rest of the world

39:33 - Evolution of QIRA: More devices, third-party devices, even richer knowledge base & orchestration, enterprise solution

39:48 - Portability of QIRA vector database

41:20 - Closing

The coalition includes who's who of US Tech industry -- Cloud giants, Compute majors, Chipset leaders, and Global Operators.

As a reference, here is my article summarizing the findings of the report published on RCR Wireless News

Can 5G mmWave deployments be profitable? Yes! Says Bell Labs Consulting

The Xeon Scalable 3rd Gen processors were announced at a recent event titled "How Wonderful Gets Done."  

In this episode, Leonard Lee from Next Curve and I delve deep into what makes "Windows on Arm" a game-changer this time around. We explore performance improvements, the evolving app ecosystem, the focus on AI, and more. We also discuss the competitive landscape and the delicate balancing act OEMs face in navigating their relationships with Intel and Qualcomm.

We delve into the status of Xilinx's integration into AMD after two years of acquisition, the challenges and opportunities of Edge computing/AI, and how AMD's upcoming Versal 2 platform aims to revolutionize this space.

In the episode, I talk to Pete Bernard, CEO of the industry association, Edge AI Foundation, on the reasons behind the slow growth of Edge AI, the challenges the industry is facing, and what use cases and early segments are seeing traction. We also delve into the vision and mission of the foundation, exploring how it is helping the industry address challenges while harnessing opportunities, and what the future holds. 

I spoke to Brian Mecum, VP of Device Technology and Sports Innovation at Verizon, regarding the lab, partners, applications/services developed there that have become commercial, next phase of 5G for Verizon and more. 

In this episode, Leonard Lee of Next Curve and I analyze what we saw and heard and try to understand the key takeaways. 
We also discuss how automotive exhibits have changed, how industrial participation is increasing, and how CES has become a non-Chinese global show. 

In this episode, I talk to Dan Warren, Director of Communications Research at Samsung, regarding the role of AI in telecom networks. We discuss its role in network operations, AI for RAN, AI with RAN, and AI on RAN concepts; how software-based networking and virtualization (vRAN/Open RAN) enable AI; who will develop and implement AI models; the scope of standardization; and more.

We also delve into the investment challenges for 5G operators to leverage AI, whether AI will encourage a larger role for Hyperscalers in telecom, and whether large-scale AI implementation can start with 5G/5G Advanced or will have to wait for 6G.

Highlights:

00:00 - Intro
02:10 - Guest intro (Dan Warren)
03:22 - Samsung Network's categorization of the role of AI - Networks for AI, AI for networks 
04:44 - Current interesting use cases of AI - RAN energy efficiency, complex capacity, and coverage optimization
06:40 - The current status of use of AI in telecom, major industry focus areas - optimizing opex and capex, experience enhancement
90:15 - Critical role of software-based networking and virtualization in enabling AI
12:48 - Are legacy networks w/o software-based networks out of luck for AI?
15:40 - How to decide where to run AI workload - where is the AI compute needed? 
19:05 - Who will develop AI models for telecom? - property vs. standard, differentiation etc.
24:35 - Dichotomy between AI differentiation, open networking, and offering AI as a service layer
26:55 - Samsung's approach to AI as a service/software leveraging its software-based networking legacy. Might be different for more established players?
29:06 - Does today's architecture (e.g., SMO) have hooks for managing AI end-to-end?
30:01 - Data challenge of operators for AI - different forms, formats, sources, granularity, etc. Will things like NWDAF solve it?
31:50 - Operator understanding of the AI challenges ahead - transforming from a hardware operator to a software management company
34:36 - Is the investment needed for AI an impediment to its adoption? Worries of the fast-moving and changing AI landscape
38:46 - AI on RAN - Samsung Network's views
40:43 - AI on RAN - operators moving from telecom service providers to AI (edge) Data Center/infra providers - Does it make sense?
43:19 - AI timing - Will large-scale deployments wait for 6G, or can start with 5G?  
45:16 - Closing
  

In this episode, I talk to Chris Patrick, SVP and GM of Qualcomm's Handsets and Wearables business. We discuss the company's long-standing collaboration with Samsung, enabling Galaxy AI on S25 phones, collaboration with Google for optimizing Gemini AI models for the Snapdragon platform, and more. We dig deeper into specific customizations Qualcomm has done for Galaxy, the evolution of AI and NPU capabilities, and what the future holds.

Also, don't forget to check out my review of Galaxy S25 Ultra here: 

Buy it for performance, and Keep it for Galaxy AI. (https://bit.ly/40SXYr3)

In this long-ranging discussion with John Smee, SVP and Head of Wireless Research at Qualcomm, I explore 5G Advanced, drivers of wide deployments of 5G Stand Alone, and the role of AI in the evolution of 5G, 6G, and beyond.  

In this episode, I talk to Tom Butler, Lenovo's VP of Worldwide Commercial Portfolio, about AIPC traction, limited use of on-device AI capabilities & evolution, and the journey of introducing new concept devices, and more. 

We also delve into how sustainability is core to Lenovo, including easy repairability and, even from a business perspective, sometimes counterintuitive measures that extend the life of PCs. 

 In this episode, Anurag Agrawal of Techaisle, Leonard Lee of Next Curve, and I recap and analyze the event, discussing how "One-Lenovo" and "Hybrid AI" strategies are moving from concept to reality, how the company is challenging itself to evolve the PC industry despite its >20 quarters of market leadership, how its Neptune warm water cooled system is leading the data center market, and how its solutions and services business binds all the pieces together and helping it become a solutions company. We also delve into the remarkable progress of Motorola Mobility and explore how its sponsorships with FIFA and Formula 1 are helping to elevate the company's stature, as well as showcase its technological prowess.  

In this episode, I talk to David Cutrer, CEO of Kumu Networks, the company developing SLIC for IABs, on how it works and when are the large-scale deployments of IABs expected.

For more details, check out my Forbes article, and the article series on RCR Wireless News:

https://bit.ly/TA-IAB

Relates articles to the subject:

http://bit.ly/TA-Insights (click on vRAN/Open RAN tab)

Here is the link to download the full report:

Maximizing mobile value - BYOD or not to BYOD (sign-up required)

Links referred in the podcast:

Demystifying Cellular Patents and Licensing

In the episode, I talk to Rob Knoth, Group Director of Strategy and New Ventures at Cadence, about the EDA Tools ecosystem, the company's announcements at the Supercomputing 2024 event, its symbiotic relationship with AI powerhouse Nvidia, application of EDA tools beyond semiconductors and more. 

Brad and I discuss the role of T&M in the technology/product life cycle, Lite Point's business strategy, differentiation, its Wi-Fi 7 and 6G journey, challenges in the year ahead, and more. 

In this episode, I talk to Nazim Benhadid, CTO of TELUS, on the factors that led to choosing Open RAN, their large-scale live network performance testing, the decision to use look-aside accelerator configuration, and being their own Systems Integrator, as well as his recommendations to the other brownfield operators looking to deploy Open RAN.

We also talk about Adobe's customer focus and its surprise strategic collaboration with Microsoft.  

Reference Articles:

https://www.tantraanalyst.com/ta/iot-ai-compute/ 

https://www.technalysisresearch.com/blogs/2024%20Blogs/march_26_2024_blog.html

Links to my patent quality vs. quantity articles for further reading - http://bit.ly/TA-Series 

In this episode, I discuss with Michael Irizarry - CTO of US Cellular, opportunities, challenges, and the driving forces behind rural 5G.

------------------------------------------------------------------------

Articles mentioned in the podcast:

5G FWA Broadband: A Better Option For Urbanites, Increased Access For Ruralites

5G Integrated Access Backhaul (IAB) - Article Series

In this extensive discussion, we explore Qualcomm's business strategy, the needs of PC OEMs, and the positioning of the X Series platforms. We also examine the competitive landscape, the app developer ecosystem, and more. Additionally, we delve into Copilot+, current and future use cases for on-device AI, app compatibility, and go-to-market strategies.

In this episode, I had the pleasure of speaking with Thomas Dexmier, Country Head for Australia and New Zealand at HTC VIVE. We discussed the current status of the XR market, the challenges and opportunities that it presents, as well as the exciting launch of the XR Elite headset by HTC VIVE. Additionally, we delved into the rumors surrounding Apple's potential entry into the XR market, and what that could mean for the industry.

We also delve into Lenovo's efforts to ensure app compatibility of Windows on Arm, the role of AI/NPU now and their evolution, Lenovo's definition of AIPC, whether AIPCs will be a separate category or whether everything will be AIPCs in the future, and more. 

In this episode, Leonard Lee of Next Curve and I discuss how Lenovo, with its "pocket-to-cloud" offerings, is well positioned for "Hybrid AI," how it is accelerating AI adoption by practicing what it preaches in its own operations, its entry into the Automotive space, Server water cooling leadership, reimagining Motorola's smartphone business, and more.

In this episode, I talk to Dr. Riad Hartani, who is an advisor, investor, and a longtime time industry participant, on what is driving the investment - real market demand or FOMO, who is making those them, ongoing circular investment and risks, especially in Neoclouds, RoI concerns, consumer vs. enterprise AI dynamics,  whether AI is a bubble, what could be early indicators of a burst, if any, who will be worst affected, and more. 

We also compare and contrast the current AI situation with the Dot-com bubble. 

In this episode, Next Curve's Leonard Lee and I discuss the event's key takeaways, including Apple opening access to its on-device LLM to app developers, Apple Intelligence, iPadOS crossing the boundary into Laptop territory, new features coming to MacOS, and how many VisionOS features are entering other products. We also delve into some of the misses, including Siri, minimal focus on Agentic AI, and others.  

In this episode, I talk to Stephen Rose, GM of IBM for Global Telco, Media, Entertainment & Distribution verticals, on what cellular operators should do and what opportunities lie ahead.

In this episode, I speak to Steve Long, SVP of Commercial Business at Lenovo, on traction in the Enterprises, market drivers, new AI use cases, improving the performance of existing functions, the positive effect of Windows 11 refresh, choice of SoC vendors, and more. We also delve deep into how Lenovo employs Gen AI use cases in its operations to showcase key use cases and demonstrate the value they bring to enterprises. 

Check out our Copilot+ PC coverage so far here:

https://bit.ly/3PByw2R 

In this podcast I talk to Bill McFarland, CTO of Plume on how managed Wi-Fi works, how it can solve the challenge of managing Wi-Fi networks, and what role AI has in making all that possible.

In this episode, I speak to Theodore Newman, Senior Manager of Global Application Engineering, and Steph Hobley-Lloyd, Global Offering Manager, about Honeywell's Swift Decoder SDK. We discuss the needs of barcode scanners for industrial and enterprise use cases, focusing on rapid, high-accuracy batch scanning, integrating the functionality into various types of devices and machines, and how Swift Decoder's flexibility and multi-OS support address these needs. Additionally, we explore how the upcoming support for AI will significantly expand its utility and applications.  

In this episode, I speak to Anthony Bartolo, CEO of Aduna. We discuss the reasons for Aduna's existence, how it collaborates with the GSMA's Open Gateway initiative and the Linux Foundation's CAMARA project, typical use cases, target verticals, traction so far, the role of hyperscalers, who have their own large app ecosystems, which is crucial for API proliferation, and more.

We also delve into Aduna's business and revenue model, how other players can join, what the future holds, and how the company defines the success of this effort.

Also, check out these additional resources referenced in the podcast:

Article Series:

Demystifying Cellular Patents and Licensing

Podcasts:

How to evaluate 5G patents – Views from the subject matter expert

Is owning lots of patents equal to 5G technology leadership?

In this episode, I talk to Vishal Shah, GM of XR and Metaverse business for Lenovo, about the needs of the enterprise market, the impact of Vision Pro, and how Lenovo differentiates its XR offerings. 

 Actually, AGI is pretty old, dating back to the early 2000s. What is it, and why is it gathering attention now? I talk to the person who came up with the very term--Peter Voss, CEO & Chief Scientist at Aigo.ai.

We delve into how AGI mimics human learning functions, how it differs from Gen AI, why it is cost- and power-efficient by orders of magnitude, whether today's Gen AI can evolve into AGI, and more.

We also discuss whether AGI's human-like learning can create cyborgs and Skynet.

In this episode, I talk to Olivier Blanchard, Research Director, Futurum Research, about the various SoCs, their strengths and weaknesses, the need for OEMs to position them well, specifically what Lenovo should do to maintain its formidable market leadership, and finally, key takeaways from the event.

Also, check out the reviews of these Copilot+ PCs powered by Snapdragon XElite SOC

 Lenovo Slim7x - https://bit.ly/3WK9W4n

Samsung Galaxy Book4 Edge - https://bit.ly/3XJSGLN

In this episode, I discuss what is included in the act and when we can see the law's impact in real-life, with the veteran semiconductor policy expert Falan Yinug of Qualcomm. 

In this episode, I talk to David Glasco, VP of Compute Solutions Group at Cadence, about the silicon business, product portfolio, target segments, Chiplets market and its evolution, and other topics. We also delve into the company's latest system Chiplet announcement, acquisition of Secure IC, how it fits into its silicon strategy, and more. 

In this episode, I talk to Qualcomm's VP of Product Management, Industrial and IoT BU, Manvinder (Manny) Singh, about the reasoning for the acquisition, challenges of the IoT industry, how AI is changing the game, what Qualcomm brings to the ecosystem, how AI Hub and the other acquisition, Edge Impulse, fit together with Arduino, and more.

We also delve into what will and will not change for the Arduino's open-source spirit, as well as the ecosystem, which primarily utilizes microcontrollers and low-power processors. 

Also, check out Episode 59- Discussion with CEO of Edge AI Foundation:

https://bit.ly/TantrasMantra_ep59

In this episode, I talk to Tyler Gipson, newly minted Head of Mobile B2B Sales at Samsung America, about the company's B2B/Enterprise strategy, how he plans to translate Samsung's consumer brand equity into B2B leadership, role of foldables, especially Z Fold7, and services such as Galaxy AI, Knox and Dex in enterprises, as well as plans to address the hefty price-tag of Z Fold7, which is the only remaining hurdle for the device. 

Also, don't forget to check out:

• Galaxy Z Fold7 review — A 'no-compromise' foldable tablet-phone- https://bit.ly/3Ulxxq0
• Tantra's Notes Blog - Recapping and Analyzing Galaxy Unpacked- https://bit.ly/44L8RgD

Computex Buzz: CoPilot+ PCs Take Center Stage:
We explore how CoPilot+ PCs overshadowed everything at Computex, show and tell of Qualcomm, the announcement of Lunarlake by Intel, Ryzen Gen3 of AMD, both powering X86-based CoPilot+ PCs, opportunities during back-to-school season, changing competitive landscape by Holiday season and more.

Apple Intelligence Announcement:
We delve into Apple Intelligence, its current standing against competition, Apple's collaboration with Open AI, security and privacy concerns, benefits of vertical integration in Hybrid AI, and more.    

In this episode, I discuss with Donna Moore, the CEO and chairwoman of LoRa Alliance, the current state of LoRa WAN, its unique characteristics, the most suitable use cases, how it complements 5G IoT, and how the Alliance is helping the ecosystem. 

In this episode, I talk to Joel Brand of Marvell Technology about why silicon optimized for radio workloads such as DSP-based accelerator is better. Joe also shared details about their Octeon10 Fusion processor announced at MWC 2023 and their partnership with Nokia, Samsung, and others. 

My article on the subject:

What is the best compute architecture for vRAN/open RAN?

Marvell executives pitched how they are well positioned to exploit the massive surge in interest in Gen AI through their custom silicon and interconnect offerings. They also talked about the roadmap for leadership in  Automotive Ethernet. 

This discussion is based on a comprehensive report on the semiconductor value chain publsihed by Accenure, commissioned by Qualcomm. Here is a link to the full report:

Harnessing the power of the semiconductor value chain 

In this episode, I talk to Blake Gaiser, Samsung's Director of Smartphone Product Management, about the journey and evolution of the Galaxy Z Fold6 and Z Flip6, how Watch 7, Ultra, and Galaxy Ring are coming at a stage when the line between consumer and medical devices is blurring, what made Samsung make a bold design change for Buds 3, and finally, the company's overarching strategy for Galaxy AI.

Also, please check out my views about Galaxy Unpacked expressed on Next Curve Rethink Webcast: https://www.tantraanalyst.com/ta/quotes/#:~:text=Next%20Curve%20Rethink%20Webcast

In this episode, Neil Shah of Counterpoint Research, Leonard Lee of Next Curve, and I discuss our experience at the event, and analyze the traction and monetization of 5G Advanced, Autonomous Networks, compare and contrast the progress of Western and Asian markets, the opportunity for AI for telecom, early use cases, and the prospect of RAN for AI. 6G and more. We also delve into whether telcos are better positioned for the sovereign AI and Data Center market.

Index:

00:00 - Intro
00:35 - Guest intro (Neil Shah, Leonard Lee)
01:10 - MWC attendance
02:23 - Major themes of the event - 5G Advanced, AI, Autonomous Networks, 6G
07:00 - AI Ops for operators (AI for Telco) - Customer Care, Marketing, Billing, HR, Network Management, etc.
14:43 - AI for Networks Ops - Challenges,(data for AI) opportunities, and progress so far
17:38 - Autonomous Networks - Chinese operators at Level-4 (pockets), others at Level-2/2.5
21:30 - Current status of AI - Frank talk by Samsung Network executives on the current status
23:14 - Challenges of extending Autonomous Networks beyond China (by Chinese vendors), need for monetization opportunities
25:56 - Can the 5G Advanced monetization use case, successful in China, work in the US/Europe?
29:42 - RAN for AI, feasibility of GPU at Base stations, and challenges (power, weight, space)
33:29 - 6G - Qualcomm sensing demos, Ericsson/Apple - 5G/6G spectrum sharing (MRS) demo, uplink, need for monetization going beyond wireless service
41:25 - Are operators better positioned to offer Sovereign AI Data Centers - Deutsche Telekom's strategy, similar approach by Middle East /Korea, Is sovereignty is about data or also includes models? 
50:50 - Did MWC 2026 move the needle for operators?
52:35 - Closing

We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and AMD arrive later in the year, and much more. 

Hassan says this will be Samsung's biggest PC launch ever with Qualcomm and Microsoft. 

We delve into the need for Tiber, how it can simplify the complexities of Edge AI, go-to-market strategy, traction so far, the real-life applications and use cases, collaboration with Hyperscalers, Intel's new strategy on selling software, what the future holds, and more. 

Check out this article on Samsung Networks' growth tragectery - https://bit.ly/3GSI2YY 

In this episode, Bob O'Donnell, President and Chief Analyst at TECHnalysis Research, and I analyze  IFS's present status. We explore the challenges and opportunities that lie ahead for them, shedding light on the dynamic landscape of their business. Additionally, we examine CEO Patrick Gelsinger's pivotal role in orchestrating the IFS's transformative journey.

Also, please check out my two ongoing article series related to 3GPP and standards:

http://bit.ly/TA-Series 

1 - Demystifying Cellular Patents and Licensing 

2 - The Chronicles of 3GPP Rel. 17

In this episode, Leonard Lee of Next Curve and I discuss Network APIs, monetization, mechanisms that distribute the "value" across the value chain, and how Ericsson is accelerating it through its JV with operators. We also delve into the role of AI, Edge AI, rApps, and Ericsson's pilot of making cellular primary connectivity for enterprises, eliminating wire and wired connectivity.  

Forbes: What It Takes To Build Modern 5G Open Radio Networks (Open RAN) 

HPE and Qualcomm announcement signifies the role of cloud and telco collaboration in Open RAN  

Podcast: Qualcomm re-entering cellular infra business with 5G RAN Solutions - How, What and Why?

In the episode, I discuss the key takeaways from both events with Peter Jarich, a fellow analyst and Head of GSMA Intelligence. 

We delve into Huawei's progress in AI despite challenges, how it is coping with limited access to the latest technology, the parallel Chinese tech ecosystem, 5G Advanced progress at Chinese operators, how AI is shaping the evolution, the company's impressive antenna/hardware innovations, and more.  

In the episode, I talk to Nima Baiati, VP of Commercial Software and Security at Lenovo, about the evolving PC security landscape, the impact of AI, and the challenges of migrating security apps to the NPU.  We also delve into how to incentivize ISVs to prioritize migration, how Lenovo can serve as a model for the industry, and the expected timelines for the NPU migration.

Index:

00:00 - Intro
02:10 - Guest intro (Nima Baiati)
03:17 - Changing landscape of endpoint security, especially with the advent of AI
02:23 - How is Lenovo addressing the changing landscape, both from traditional and AI-enhanced threat vectors? - ThinkShield - a comprehensive platform ensuring security from the supply chain, hardware, and software
11:01 - AI: the double-edged sword- tremendous capability to both create & fight security risk
12:53 - AIPCs and the promise of NPU for running security and device management functions more efficiently
14:00 - NPU migration challenges - Three forks ISVs should run through: 1) Re-architecting and optimizing ML models; 2)Instruction set variability between NPU vendors; 3) Testing and performance optimization. How Lenovo helps ISVs in migration
16:36 - Awareness about the benefits NPU among the stakeholders (ISVs, CIO/CSO/IT Managers, OEMs)
19:20 - Business model challenge of ISV in migrating security applications to NPU - Lots of work but no new revenue. 
22:26 - Do enterprises (CIO, IT Managers) have to do anything to accomplish migration to NPU? How Lenovo works closely with ISVs and enterprise customers to bring mutually beneficial solutions
25:31 - How to incentivize ISVs to prioritize migration, e.g., include it in their KPI?
28:03 - How Lenovo's size and scale uniquely position it to be the leader and drive this for the industry, and pave the road
29:01 - Should the NPU migration be driven as an industry initiative? Is there a need for standardization, etc.?
31:08 - How is Agentic AI affecting security? - Huge role for automation, rapid response, but agents completely taking over security is a fantasy. Human intervention
35:01 - Latest trends in the security landscape - AI privacy, AI Governance, automation detection and remediation, management and orchestration of devices and environments, etc.
36:47 - What is the timeline for the industry to substantially migrate security apps to NPU?
39:50 - Closing 

In the episode, I talk to Gagan Luthra, VP of Product and Strategy at RAIN RFID leader Impinj, about the history of technology, how it is currently being used, how it is evolving to support complex supply chain use cases, including Gen2X performance enhancements, new form factors, higher processing power, and more.  We also delve into even more exciting opportunities, including using AI models for better forecasting, analytics, and trend analysis, as well as monetizing data through third-party players.

Also, check out my EE Times article about RFID tackling food waste losses, utilizing Avery Dennison food labels:

https://bit.ly/47APGav 

Index:

00:00 - Intro
02:13 - Guest intro (Gagan Luthra)
04:41 - History and current state of RFID, expanding use cases, beyond theft prevention
06:30 - RFIDs are much more than wireless barcodes - much more information and value, from "cradle-to-grave" of products
09:25 - How RFID works without batteries - Tags are energized by an RF signal, and the receiver "reads" the reflections from the tags for identification
11:32 - Automated and Real-time information, unlike barcodes, with static information, from manual operation
15:03 - Higher initial cost of RFID compared to barcode, but much lower opex, much higher utility, and better ROI
20:30 - RFID cost curve continuing to go down, with economies of scale, wider adoption, and improvement in silicon process technology
22:19 - RAIN Alliance, standards for interoperability, difference between RAIN RFID, and NFC 
25:13 - Upgrades needed beyond RFID standards for complex supply chain use cases, details of Impinj's Gen2X enhancements to address those needs, Gen2X traction  
29:07 - Full backward compatibility with RAIN standards, how that works
31:30 - Edge processing needs at RFID readers, Impinj's latest announcement about R700 enhancements for readers
33:45 - How AI can power next phase of RFID - real-world, physical data for AI models, Edge AI in readers for smart decisions, utilizing cloud for better forecasting, trend analysis, and more, monetization opportunities for anonymized data for third-party players
37:59 - "Crystal Ball" question, where is RFID headed in the next 3-5 years - wider adoption across many verticals, tagging almost anything, even very low-cost items, and adoption of AI    
40:35 - Closing