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In this special episode of neXt Curve's reThink Podcast, Prakash Sangam, Principal Analyst at Tantra Analyst joins Leonard Lee to cover the top stories in tech.

Qualcomm and Arm were back in court last week. This time Qualcomm is the plaintiff bring a wide-ranging case to a jury in Wilmington, Delaware, which could shape the future of Arm core IP licensing going forward with not only Qualcomm, but the massive base of licensees who depend on Arm's core IP.

Prakash Sangam, Principal Analyst of Tantra Analyst was once again in person in Wilmington to witness the action in the courtroom. He joins Leonard Lee to discuss the highlights, the jury verdict, and the implications as the case awaits the bench ruling anticipated in the coming week.

Prakash and Leonard talk about the following topics and highlights:

➡️ Trial Setup and Background (1:01)
➡️ How Jury and Bench Trials Work (2:43)
➡️ Verdict Overview Three Key Questions (4:21)
➡️ Claim One: ALA Breach Explained (5:36)
➡️ Claim Two: TLA Offer Dispute (7:06)
➡️ Claim Three: Interference and UCL (9:29)
➡️ Meta Relationship and Sealed Testimony (14:00)
➡️ ALA vs TLA Licensing Basics (16:53)
➡️ Industry Shift Arm and Qualcomm Collide (18:34)
➡️ Why UCL Ruling Matters Next (23:56)
➡️ Meaning Of One Dollar (25:28)
➡️ Bench Trial Loose Ends - Liquidated Damages, V10 Licensing, and UCL (28:20)
➡️ Timeline And Appeals (32:44)
➡️ Industry Shifts And Stakes (34:50)
➡️ AI Brings CPUs Back (37:44)

If you would like to set up a meeting, connect with Prakash Sangam at www.tantraanalysis.com.

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NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.