Leonard Lee

Leading industry analyst and strategy consultant dedicated to making you constructively uncomfortable.

[Rob Tiffany @RobTiffany]

Hey folks, this is a big deal, so listen up!

The #NSA issued an urgent warning this morning over two critical #PHP #security flaws that could put websites all over the world at risk.

You already know that PHP-powered #WordPress instances account for over 40% of the web and PHP sites in general represent as many as 70% of websites on the #Internet.

Organizations have been urged to take their affected systems offline if they cannot be immediately patched/secured.

We’re looking at CVE-2026-109618 & CVE-2026-109619 that allow unauthenticated remote code execution in PHP.

As you might imagine, outages are being reported all over the globe.

[Leonard Lee @ebizexec]

Another thing we talked about, the telco industry’s greatest undermining of itself is the constant, serial investment and focus on tech hype distractions.

The industry needs a better attitude and discipline.

[Leonard Lee @ebizexec]

Had a great conversation over drinks here in Plano. We coined a new term. “Kinetic Stupidity.” It’s when you agentic AI acts on the illusion of artificial stupidity.

It happens. I will happen more.

Welcome to the era of AI slop. 2026 is truly the year of AI slop.

[Leonard Lee @ebizexec]

Check out the latest article in my newsletter: Qualcomm vs. Arm Jury Trial Recap https://t.co/jO4I2Lx93r via @LinkedIn

[Leonard Lee @ebizexec]

https://t.co/Zue9wr8dFw

[Leonard Lee @ebizexec]

Check out the latest article in my newsletter: RPO: The Currency of Neocloud Hype https://t.co/RrXbnoKFAV via @LinkedIn

[Leonard Lee @ebizexec]

It’s funny to see AI pundits and bros get nervous. Firstly, it’s not AI you are nervous about. It is GenAI. “AI” was appropriated by the GenAI bros with the first market dump two years ago.

You might have not noticed. I did.

When the bubble pops, you will have no credibility.

[Leonard Lee @ebizexec]

@Arm @renehaas237 @ABitPersonalPod This! I couldn’t have said it better myself! Nice, @renehaas237!

I had no idea that there were at least 237 of you on X!

[Arm @Arm]

Arm CEO @Renehaas237 sat down with Jodi Shelton on the @ABitPersonalPod to discuss his career journey, leadership lessons, and the role Arm is playing in today's evolving technology landscape.

🎧👀: https://t.co/cfrua9yRWF

[Leonard Lee @ebizexec]

Check out the latest article in my newsletter: The Radio to the RIC - AI-RAN Squid Game, 5G in Space, State of RAN https://t.co/bKtCD415vN via @LinkedIn

[Prakash Sangam @MyTechMusings]

Just published the latest episode (#75) of #TantrasMantra #podcast:

https://t.co/feI4YgogvG

In this, @ebizexec and I recap and analyze #LenovoInnovationWorld & @IFA_Berlin.

We discuss how @Lenovo gave a glimpse of its #PersonalAI vision, with the announcement of new @nvidia #RTXSpark #Yoga laptops, powerful workstations, beautiful smartphones, and watches, as well as #Qira platform that leverages its “pocket to cloud” reach; and how @AMD , through its #Threadripper Halo super workstation, is bringing #Edge AI to #OnPrem for #enterprises and more. We also explore what the spread of AI and robots means for society and how #IFA has almost become a consumer white-goods show.

Index:

00:00 - Intro
00:58 - Guest intro (Leonard from @neXt_Curve )
01:41 - Leonard's Key takeaways from Innovation World - AI PC reset, On-Device AI value prop for consumer and enterprise, focus on workstations for AI, Qira update
04:50 - Prakash's key takeaways - Personal AI as a wrapper for Edge AI, proof points of #EdgeAI becoming real, #personalization focus, including Qira
07:40 - Nvidia RTC Spark-powered Yoga laptops, and their positioning in the "#WindowsOnArm" space, one aspect of embodiment of Personal AI
11:50 - Lenovo #IdeaPad Vibe series, making your devices express and reflect your personality, distinctive color palettes by @pantone, Design VP Brian Leonard presentation
12:40 - @Moto #Razr @swarovski edition and #MotoEdge70 smartphones - Premium look and feel as effective differentiation, personal expression with utility value (better grip, no cases needed)
17:25 - #MotoWatchUltra - Collaboration with @PolarGlobal, evolution - whether to keep it as a consumer health device or pursue the "medical device" category with FDA approval, etc.
21:26 - #ThinkCenterXUltra powered by #AMD #Ryzen™ AI Max+ PRO 495 Series processors for Enterprise Edge AI
22:07 - Concept laptops: 1)Aero Blade with @FroreSystems's MEMS-based blades replacing fans, which will have a huge impact on device cooling: 2) Project Swan - Rollable that expands display horizontally, consumer version of popular Legion gaming concept
24:40 - Qira - Embodiment of Lenovo's Personal AI vision: a strong, stable base established; the team has a full understanding of the non-trivial challenges, including #privacy and #security; the company has the wherewithal to make it happen. It is a journey, and Lenovo is committed to it.
30:26 - IFA is becoming more of a white goods show, large tech companies focusing more on keynotes
32:05 - Keynote by @jackhuynh of AMD, focusing on Personal AI and announcing #Threadripper Halo super workstation reference design for on-prem LLM; workstations becoming "sexy" again in the #AgenticAI era
35:33 - #Robots and #humanoids galore at IFA, mostly from Chinese companies such as @UnitreeRobotics
36:25 - Keynote by @NEURARobotics CEO @regerdavid1: Anything humans do can be done by robots; training now takes hours, making a fleet of robots ready; social aspects such as unemployment, etc.
41:04 - Closing

[Alok Shah @abshah1234]

#ISAC brings a new set of capabilities to mobile networks, with numerous potential use cases. Crowd management at a major sporting event is a practical example, demonstrated this summer in partnership with Verizon.

[Sascha Segan @saschasegan]

It's a REALLY GOOD LAPTOP. This is my laptop of choice right now.

[Dean Bubley @disruptivedean]

Telecoms has a “Four Orchestras” problem

Everyone is talking about orchestration, but there’s multiple sub-types - and a cacophony of confusion, as they all play to the same audience

Disambiguation is needed

https://t.co/VWaClhWHmI

[Dean Bubley @disruptivedean]

Kicking off at #Alianza #Navigate26 in Scottsdale with the maestro Steve Gleave taking the stage

I’m on duty tomorrow afternoon for my keynote on AI Voice and more…

[Rob Tiffany @RobTiffany]

Really excited about Apple's new Surface Duo foldable

[Dean Bubley @disruptivedean]

@Trans_Nexus @CallMiner @arnoldjon @jeffpulver @DaveMichels Next up - another panel on future comms services, with @ebizexec Fazil Balkaya, @RonWestfallDX & @dianemyers

[James Sanders @jas_np]

Running into @Patrick1Kennedy and @ebizexec at #HotChips

[Sascha Segan @saschasegan]

What does it mean for Modular to be part of @Qualcomm? Ask Chris Lattner, Tim Davis and Durga Malladi in this special AMA next week! https://t.co/zamdCjUfO9

[Tantra Analyst @TantraAnalyst]

Latest episode of #TantrasMantra #podcast, analyzing
@Apple's case against @OpenAI

https://t.co/Wm4qt9ZPzG

@CTGComms & I discuss specifics of
$aapl 's claims, #OpenAI’s reply, effect on #PersonalAI devices, next steps & settlement considerations & who has leverage

#aaploai