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Site title: Tantra’s Mantra Podcast – Tantra Analyst
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Samsung announced its latest Galaxy Z Fold8 series phones during its Unpacked event on July 22, 2026. This announcement was even more crucial as Samsung seeks to maintain its lead in the form factor it pioneered, with Apple expected to introduce its own foldable device soon.
In this episode, fellow analyst
In the high-stakes AI infra market, GPUs were all the rage till Arm announced its AGI CPU and showed the world the importance of CPUs in the agentic AI world. Arm scored a masterstroke by targeting a high-value, unaddressed niche in the market without stepping on the toes of its large, long-time, loyal IP licensee ecosystem with its first chip.
In this episode, I...
In Apple's high-profile case against OpenAI, the latter went on a public offensive. It aggressively projected its version of the story, countering Apple’s allegations through many public channels, including news media and its own blog, even before filing its official legal reply to the court.
In this episode, I continue the discussion with Christie Thoene, former...
On Jul 10th 2026, Apple sued OpenAI alleging theft of confidential information. The court filing claims that two OpenAI employees were stealing and encouraging Apple employees who are pursuing employment at OpenAI to steal Apple trade secrets. These individuals, both non-profit and for-profit entities of OpenAI, as well as IO Products, the company founded by legendary designe...
This is a special episode produced by the collaboration between TiE San Diego and Tantra's Mantra.
In this episode, I speak to Mark Budgen of Lenovo and