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060: SMARTPHONES DISRUPTED: Tariffs, Trends & Turmoil

TechBurst Talks

Release Date: 05/29/2025

068: IoT Reality Check: Breaking Down the Latest Industry Benchmark Report show art 068: IoT Reality Check: Breaking Down the Latest Industry Benchmark Report

TechBurst Talks

Here's the complete description with show notes for Libsyn: IoT Reality Check: Fresh Insights from the Latest Benchmarking Report - Matt Hatton from Transforma Insights Breaks Down What's Really Working In this episode of TechBurst Talks, I sit down with Matt Hatton, founding partner at Transforma Insights, to dive deep into his latest IoT peer benchmark report covering 27 MNOs and MVNOs worldwide. Matt brings over 15 years of industry experience, having founded Machina Research (sold to Gartner in 2016) before launching Transforma Insights. We explore the most surprising findings from his...

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067: Why IoT Failed (And What's Finally Working) | Alistair Fulton on Microsoft Azure IoT, Semtech LoRa & Building IoT Ecosystems show art 067: Why IoT Failed (And What's Finally Working) | Alistair Fulton on Microsoft Azure IoT, Semtech LoRa & Building IoT Ecosystems

TechBurst Talks

Why IoT Failed (And What's Finally Working) - Alistair Fulton After 25 years in IoT, Alistair Fulton has watched the industry make nearly every mistake possible—and he's not holding back about what went wrong. From incubating Microsoft's Azure IoT platform to growing Semtech's IoT division to $300M in revenue, Alistair witnessed the gap between IoT's trillion-dollar promises and harsh reality. This isn't another tech hype conversation—it's a brutally honest autopsy of IoT's failures and a rare look at what's actually working now. What You'll Discover: How inflated market forecasts...

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066: BEYOND SILOS: PropTech, Gen AI & the Future of Real Estate show art 066: BEYOND SILOS: PropTech, Gen AI & the Future of Real Estate

TechBurst Talks

Antony Slumbers is a leading voice on the future of real estate, keynote speaker, and educator on AI for property leaders. Antony Slumbers doesn't just talk PropTech—he created it. Long before "PropTech" was even a word, he launched the UK's first commercial real estate website in 1995. Now he's teaching the industry how to survive what's coming next. This isn't your typical tech cheerleading session. Antony cuts through the noise to explain why PropTech's cooling hype actually signals its maturation. The party's over. Now comes the real work. The brutal truth? Most real estate companies are...

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065: BUILDING IOT TOGETHER: From Hype to Reality show art 065: BUILDING IOT TOGETHER: From Hype to Reality

TechBurst Talks

Building the IoT Ecosystem That Actually Works - Wienke Giezeman (The Things Industries) The Collaborative Approach That Made LoRaWAN a Global Success Wienke Giezeman didn't just build a company—he built an entire ecosystem. As CEO and co-founder of The Things Industries, Wienke has orchestrated one of the most successful collaborative strategies in IoT, growing from a startup idea to managing 3 million connected devices and $4M in annual recurring revenue. This isn't another IoT hype conversation. It's the inside story of how open collaboration, shared infrastructure, and ecosystem...

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064: CONNECTIONS vs COLLECTIONS: Why Telcos Keep Losing show art 064: CONNECTIONS vs COLLECTIONS: Why Telcos Keep Losing

TechBurst Talks

The Reality Check You Need Jeff Apcar spent 24 years as a Distinguished Engineer at Cisco and has zero patience for tech BS. After 46 years in the industry, he's watched every hype cycle crash and burn. What's Actually Broken 5G? Overhyped garbage that nobody can monetize. IoT? A connection problem pretending to be a collection solution. Service providers? Becoming irrelevant dinosaurs while hyperscalers eat their lunch. What's Actually Scary But quantum computing? That's where things get genuinely interesting—and genuinely terrifying. Jeff breaks down what's actually working in tech,...

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063: THE SHIFT TO SPACE: The Rise of Orbital Computing show art 063: THE SHIFT TO SPACE: The Rise of Orbital Computing

TechBurst Talks

Space-Based Computing Revolution: Building Data Centers in Orbit with Rob DeMillo From JPL to Orbital Computing: The Future of Space Technology In this episode of Tech Burst Talks, Charles sits down with Rob DeMillo — former JPL engineer, serial entrepreneur with 7 exits from 9 startups, SparkLabs Venture Partner, and CEO of Sophia Space — to explore the cutting-edge world of orbital data centers and space-based computing. What You'll Learn About Space Computing Rob shares his extraordinary journey from space science at NASA's Jet Propulsion Laboratory to revolutionizing cloud...

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062: TELCO'S FUTURE? Look to the Middle East, Not the West show art 062: TELCO'S FUTURE? Look to the Middle East, Not the West

TechBurst Talks

Middle East's Tech Revolution: From Regional Ambitions to Global Leadership with Nokia's Danial Mausoof The Middle East's Rise as a Global Telecom Innovation Hub In this episode of TechBurst Talks, Charles sits down with Danial Mausoof, Vice President of Mobile Networks for the Middle East & Africa at Nokia, to explore how the Middle East tech ecosystem is transforming from regional player to global innovation leader. Discover why the region is no longer playing catch-up but is actively leapfrogging global telecom standards through strategic government investments, cutting-edge...

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061: CORPORATE CROSSFIRE: Navigating the New Global Order show art 061: CORPORATE CROSSFIRE: Navigating the New Global Order

TechBurst Talks

Corporate Survival in the US-China Crossfire: Geopolitical Intelligence for Asia Business Leaders Navigating Supply Chain Wars and Superpower Tensions with GeoPol Asia's Andrew Staples In this explosive TechBurst Talks episode, host Charles sits down with Andrew Staples, battle-tested geopolitical expert who transitioned from The Economist to founding GeoPol Asia, his own strategic advisory firm. Together, they dissect how corporations across Asia are caught in the crossfire of escalating US-China tensions, tariff wars, and supply chain disruptions. This isn't academic analysis — it's...

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060: SMARTPHONES DISRUPTED: Tariffs, Trends & Turmoil show art 060: SMARTPHONES DISRUPTED: Tariffs, Trends & Turmoil

TechBurst Talks

Global Tech Supply Chains Under Siege: Tariffs, AI Revolution, and the Race Beyond Smartphones Smartphone Industry Disruption and Manufacturing Pivot Strategies with Bryan Ma In this episode of TechBurst Talks, Bryan Ma joins Charles to unpack the seismic shifts reshaping the global smartphone and device industry. From US-China tariff warfare to Apple's manufacturing exodus toward India and Vietnam, they break down how supply chains are being reengineered in real time. Discover the latest AI integrations transforming everything from smartphones to PCs, plus exclusive insights from Computex...

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059: AI & Advertising: From MAD MEN to MACHINE LEARNING show art 059: AI & Advertising: From MAD MEN to MACHINE LEARNING

TechBurst Talks

AI-Powered Billboard Revolution: How Digital Out-of-Home Advertising is Disrupting Traditional Marketing Real-Time Ad Targeting Meets Street-Level Intelligence with Flow City's Dagny Lacka 🚀 AI is transforming advertising, and in this TechBurst Talks episode, we dive deep into how digital out-of-home (DOOH) advertising is revolutionizing the marketing landscape. Charles sits down with Dagny Lacka, founder of Flow City, who explains how her company uses AI algorithms, foot traffic analytics, and real-time bidding to make billboard advertising as dynamic and targeted as online ads. No more...

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More Episodes

Global Tech Supply Chains Under Siege: Tariffs, AI Revolution, and the Race Beyond Smartphones

Smartphone Industry Disruption and Manufacturing Pivot Strategies with Bryan Ma

In this episode of TechBurst Talks, Bryan Ma joins Charles to unpack the seismic shifts reshaping the global smartphone and device industry. From US-China tariff warfare to Apple's manufacturing exodus toward India and Vietnam, they break down how supply chains are being reengineered in real time.

Discover the latest AI integrations transforming everything from smartphones to PCs, plus exclusive insights from Computex 2025 revealing the future of consumer technology. This episode connects the dots between geopolitics, innovation, and what might finally succeed the smartphone era.

What You'll Learn About Tech Industry Transformation

Key Industry Insights:

  • US-China tariff impact on smartphone manufacturing and pricing
  • Apple's India strategy and Vietnam manufacturing expansion
  • Samsung's supply chain adaptation and competitive positioning
  • AI PC revolution: separating hype from reality
  • Smartphone AI integration and practical use cases
  • OpenAI's hardware ambitions and partnership strategies
  • Foldable phone evolution and market adoption trends

Deep Dive: Supply Chain Geopolitics

Bryan Ma reveals how tech giants are navigating tariff uncertainty, with Apple leading the charge in diversifying manufacturing away from China. Learn about Samsung and other OEMs' responses to trade tensions and how the PC industry is adapting to new geopolitical realities.

AI Technology Breakthroughs:

  • AI PC deployment across consumer and enterprise markets
  • Samsung's AI innovations in mobile devices
  • Search for killer AI use cases in everyday technology
  • OpenAI's strategic moves into hardware partnerships
  • AI adoption speed versus deployment challenges

Show Notes & Timestamps

00:10 Introduction and Greetings
00:23 Annual Update on Smartphones and Devices
00:41 Impact of Tariffs on the Tech Industry
04:03 Apple's Strategy to Navigate Tariffs
05:31 Samsung and Other OEMs' Responses
11:56 PC Industry and Tariff Implications
14:13 Shifts in Global Manufacturing
16:33 AI PCs: Hype or Reality?
20:28 AI on Smartphones: The Evolution
21:21 Samsung's AI Innovations
21:48 The Search for AI Use Cases
24:30 OpenAI's Big Move
25:30 Future of AI Hardware
27:13 AI's Rapid Adoption
28:00 Challenges in AI Deployment
29:18 Foldable Phones and Future Trends
31:12 Wearables: The Next Frontier
35:40 Computex Highlights
38:21 Conclusion and Final Thoughts

About the Guest: Bryan Ma

Bryan Ma brings deep expertise in global technology markets, supply chain dynamics, and consumer electronics trends. His analysis provides crucial insights into how geopolitical tensions are reshaping tech manufacturing and driving innovation in AI-powered devices.

Critical Intelligence for Tech Leaders

This episode exposes how tariff policies are forcing unprecedented supply chain pivots, while AI integration creates new competitive battlegrounds. From wearables as the next frontier to Computex 2025 revelations, get the intelligence needed to understand where tech is heading next.

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