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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.

Send us a text

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.

Send us a text

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.