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It was a busy week at RSAC Conference 2026. The topic of agentic security was a very big one, whether you were contemplating it for securing agents you deploy in your enterprise or protecting it from malicious AI agents.

neXt Curve's Leonard Lee had an enlightening conversation with Raj Chopra, SVP and CPO of Cisco Security, about what the company is discovering about the path to enabling safe and secure agentic AI. What impressed was the humility with which Raj approaches the task. We are dealing with unknown unknowns in the age of agentic AI.

Yes, agentic AI is here, whether we like it or not, as a productivity tool or a threat.

Check out this conversation. Raj highlights some priorities and approaches that we agree with based on neXt Curve research. He also introduces some additional angles that CISOs and security practitioners need to contemplate in approaching safe agentic AI for their organizations.

AI security will require the cybersecurity community to think beyond its comfort zone. Yes, fundamentals matter more than ever, but the threats and the countermeasures are unknown.

We hope you find part one of this conversation with Raj Chopra informative. Remember to follow neXt Curve for the agentic security insights and analysis that matter.

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.

DISCLAIMER: This podcast is for informational purposes only.

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In this special Silicon Futures podcast episode, Karl and Jim provide a master class on the modalities of quantum computing and the state of their development and commercialization. The trio then provide their insights and analysis of NVIDIA's Quantum Day 2026.

The following topics are explored in this episode.

➡️ Quantum computing landscape and modalities described. (5:15)
➡️ The pros and cons of quantum modalities. (15:57)
➡️ Comparative maturity and capabilities of quantum modalities. (17:42)
➡️ The quantum continuum and the race to 1 million Qubits. (19:16)
➡️ What is a quantum application? (25:38)
➡️ Thoughts on how the quantum industry will evolve and the game play out. (26:50)
➡️ What is the role of accelerated computing and AI in quantum computing? (30:54)
➡️ What is the AI opportunity and business model for quantum computing? (35:44)
➡️ The quantum computing ecosystems and emerging business models. (38:56)

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.

DISCLAIMER: This podcast is for informational purposes only.

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Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being dramatically rewritten around the CPU and inference accelerators and architectures that arguably challenge the myth of the NVIDIA moat as AI an agentic pivot in 2026.

In this episode, Leonard, Karl and Jim talk about some of the top headlines from March of 2026.

➡️ Jim recaps March in the semiconductor industry and AI in 2 minutes.
➡️ Karl on NVIDIA GTC 2026 and Arm's new AGI CPU.
➡️ Leonard invents Application-specific General-purpose Computing with Rene Hass.
➡️ The different approaches to CPU architectures.
➡️ Why some CPU makers exclude Spatial Multi-threading (SMT) from their chips.
➡️ Do buyers buy Arm or agentic AI systems?
➡️ What is Arm's AI systems ecosystem game?
➡️ Is agentic AI changing the AI supercomputing game?
➡️ Is OpenClaw the ChatGPT moment for agentic AI?
➡️ There is a new AI in town. That AI is edge AI!

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.

DISCLAIMER: This podcast is for informational purposes only.