Episodes
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In this episode of Six Five On the Road, host Keith Kirkpatrick welcomes Peter van der Putten, Lead Scientist & Director of Pega’s AI Lab at Pegasystems for a conversation about generative AI in the enterprise.
Their discussion covers:
The current state of generative AI
Common use cases for the technology, pitfalls and hurdles to avoid when deploying generative AI
A preview of the topics he and others will be discussing at PegaWorld iNspire 2024
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On this episode of the Six Five On the Road, Shira Rubioff is joined by HUB International's Jeremy Embalabala and Cohesity's Kit Beall for a conversation on redefining cybersecurity and data management in today's rapidly evolving digital landscape.
Their discussion covers:
The transformative role of HUB International in the global insurance and financial services sector, and an insight into Jeremy's pivotal role.
A deep dive into Cohesity's mission to revolutionize data management and security to derive actionable insights.
Jeremy's perspective on the significant threats in cybersecurity and the strategic measures HUB International has adopted.
Collaboration strategies between IT and Security Operations to confront rising cybersecurity challenges.
The synergy between HUB International’s multicloud strategy and Cohesity’s innovative data protection solutions for enhanced cyber resilience.
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Missing episodes?
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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB https://x.com/PatrickMoorhead/status/1785780919111942486 https://x.com/PatrickMoorhead/status/1785431080146989100 https://x.com/PatrickMoorhead/status/1783635930894782641Intel, Qualcomm, and Huawei Licenses
https://twitter.com/danielnewmanUV/status/1788206137030123565 https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4Arm Q4 FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1788320613268169075 https://twitter.com/danielnewmanUV/status/1788307911560896740 https://investors.arm.com/financials/quarterly-annual-resultsGlobalFoundries Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1788666648364196204 https://twitter.com/danielnewmanUV/status/1787852243485737438 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-resultsApple iPad Event, M4, and Crush Ad
https://twitter.com/PatrickMoorhead/status/1788232540014485719 https://twitter.com/PatrickMoorhead/status/1787924179305775113 https://twitter.com/PatrickMoorhead/status/1787872625584451675 https://twitter.com/anshelsag/status/1787853937191919786 https://twitter.com/danielnewmanUV/status/1788038241947718113 https://twitter.com/danielnewmanUV/status/1787888079027490939 https://twitter.com/danielnewmanUV/status/1787874439620911493 https://twitter.com/danielnewmanUV/status/1787645269766738082 https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.htmlVisit to Solidigm HQ - State of Storage for AI
https://twitter.com/PatrickMoorhead/status/1787587203889066087 https://twitter.com/danielnewmanUV/status/1787584537993814352ServiceNow Knowledge 2024
https://twitter.com/PatrickMoorhead/status/1788377708428251536 https://twitter.com/PatrickMoorhead/status/1788261884707348781 https://twitter.com/PatrickMoorhead/status/1788253247075229755 https://twitter.com/PatrickMoorhead/status/1787947668356165751 https://twitter.com/PatrickMoorhead/status/1787890800812245053 https://twitter.com/PatrickMoorhead/status/1787888259370283299 https://twitter.com/PatrickMoorhead/status/1787879440485318790 https://twitter.com/PatrickMoorhead/status/1787877672951128380 https://twitter.com/danielnewmanUV/status/1787893020928713062 https://twitter.com/danielnewmanUV/status/1787878111465590840Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
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On this episode of the Six Five On the Road, host Shira Rubinoff is joined by IBM's Akiba Saeedi and Scott McCarthy, for a conversation on securing AI against emerging threats and integrating cybersecurity into the fabric of AI innovation.
Their discussion covers:
Current market trends and concerns from clients regarding AI
The importance of Governance in AI and the role of cybersecurity
Identifying and mitigating risks associated with AI technologies
The essential consideration of cybersecurity as part of AI development
Insights into the burgeoning field of Quantum technology and its implications
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On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Mukesh Gupta, Chief Product Officer for a conversation on the future of cybersecurity in an ever-evolving threat landscape.
Their discussion covers:
Strategies to track the constantly evolving threat landscape
Emerging attack trends to watch
The significance of DNS in cybersecurity enhancements by Infoblox
Infoblox’s latest innovations for enhanced protection and control
Mukesh Gupta's insights on the biggest challenges for security professionals in 2025
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On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Dr. Renée Burton, Vice President, Threat Intelligence, for a deep dive into the world of DNS-based threat intelligence and how Infoblox is leading the charge in protecting businesses from an array of cyber threats.
Their discussion covers:
The pivotal role of DNS in the cybersecurity landscape and Infoblox’s approach to unmasking threat actors.
The intriguing story behind the names of threats like seahorses, pumas, vipers, dogs, and meerkats, and the significance of DNS in safeguarding against them.
An exploration of Zero Day DNS and its importance in the battle against cyber threats.
Infoblox's strategic shift from threat aggregator to creator and the reasoning behind this transition.
The necessity of introducing new security products in a market flooded with solutions.
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On this episode of the Six Five On the Road, host Shira Rubinoff is joined by Index Engines' Jim McGann, VP of Strategic Alliances, for a conversation on how Index Engines is revolutionizing data security and integrity within the industry.
Their discussion covers:
An overview of Index Engines and its role within the security sector.
The success and strategy behind CyberSense for data protection.
Goals and expectations for the upcoming RSA conference.
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On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security for a conversation on Microsoft’s unwavering commitment to security.
Their discussion covers:
Microsoft’s expanded Secure Future Initiative and its approach to security
Insights from the deployment of Microsoft Copilot for Security and its impact from a customer perspective
The role of GenAI in the realm of cybersecurity, examining both threats and defenses
The concept of "security as a team sport" and Microsoft's strategy in fostering robust security ecosystems
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On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Herain Oberoi, General Manager, Microsoft Security for a conversation on securing and governing AI.
Their discussion covers:
The importance of securing AI, in light of Microsoft Security's recent announcements.
Unique threats and risks associated with generative AI and Microsoft’s strategies.
Strategies to address the concern of sensitive data leakage with AI adoption.
Insights and recommendations for organizations planning to adopt Copilot for M365.
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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
AMD Q1/24 Earnings
https://twitter.com/PatrickMoorhead/status/1785431080146989100 https://twitter.com/PatrickMoorhead/status/1785410851790364722 https://twitter.com/danielnewmanUV/status/1785404308927725708 https://twitter.com/danielnewmanUV/status/1785412651889127782 https://www.amd.com/en/newsroom/press-releases/2024-4-30-amd-reports-first-quarter-2024-financial-results.html#:~:text=SANTA%20CLARA%2C%20Calif.%2C%20April,earnings%20per%20share%20of%20%240.07Amazon Q1/24 Earnings & Q Goes GA
https://twitter.com/PatrickMoorhead/status/1785666389996380578 https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/ https://twitter.com/danielnewmanUV/status/1785400018263801979 https://twitter.com/danielnewmanUV/status/1785689571033825755 https://twitter.com/danielnewmanUV/status/1785411458383176166 https://twitter.com/danielnewmanUV/status/1785035897861255288 https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/Qualcomm Q2/FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1785787290784035156 https://twitter.com/PatrickMoorhead/status/1785780919111942486 https://twitter.com/PatrickMoorhead/status/1785762212876873826 https://twitter.com/danielnewmanUV/status/1785785183058141199 https://finance.yahoo.com/news/qualcomm-inc-qcom-q2-fiscal-214245257.htmlApple Q2/FY24 Earnings
https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/ https://twitter.com/PatrickMoorhead/status/1786133526833672202 https://x.com/quartr_app/status/1786134894646554820?s=46&t=YiEHo6jc4-PozRf_efr9PA https://twitter.com/danielnewmanUV/status/1786145686594965978 https://twitter.com/danielnewmanUV/status/1786133257353871491Lattice Q1/24 Earnings
https://twitter.com/PatrickMoorhead/status/1785367306584948887 https://twitter.com/danielnewmanUV/status/1785073534449979744 https://ir.latticesemi.com/static-files/02d79053-4b33-46ac-b47c-b16b9d5121f2Commvault Q4/FY24 Earnings
https://twitter.com/danielnewmanUV/status/1785361743255921034 https://ir.commvault.com/news-releases/news-release-details/commvault-announces-fiscal-2024-fourth-quarter-financial-resultsDisclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
Google Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1783592718712668547
https://x.com/PatrickMoorhead/status/1783651113767706925
https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf
https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html
Microsoft Q3/24 Earnings
https://x.com/PatrickMoorhead/status/1783642788409888806
https://twitter.com/danielnewmanUV/status/1783589533725958356
https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast
https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance
ServiceNow Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1783231711490302031
https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html
SAP Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1782746698625737023
https://twitter.com/PatrickMoorhead/status/1783309345779814513
https://news.sap.com/2024/04/sap-announces-q1-2024-results/
Meta Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1783239579463553395
https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx
IBM Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1783319862950998392
Intel Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1783635930894782641
https://twitter.com/danielnewmanUV/status/1783596972236050773
https://twitter.com/danielnewmanUV/status/1783600304577012055
https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results
https://finance.yahoo.com/news/intel-earnings-135825817.html
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:
Apple Vision Pro Developers Losing Interest?
https://twitter.com/PatrickMoorhead/status/1780746447102599462 https://twitter.com/PatrickMoorhead/status/1779852272937132347 https://twitter.com/danielnewmanUV/status/1779672831049011663U.S. Awards Samsung & Micron over $6B in CHIPS Act
https://twitter.com/PatrickMoorhead/status/1779849058540027907 https://twitter.com/danielnewmanUV/status/1780766818157617281 https://twitter.com/danielnewmanUV/status/1779873626084274559Does AMD Really Have a Datacenter AI GPU Problem?
https://twitter.com/PatrickMoorhead/status/1779851395811668037 https://twitter.com/danielnewmanUV/status/1779696805820698953Adobe’s Use of Midjourney
https://twitter.com/danielnewmanUV/status/1780264288348766403 https://www.bloomberg.com/news/articles/2024-04-12/adobe-s-ai-firefly-used-ai-generated-images-from-rivals-for-trainingSamsung Knocks Apple Off Of Number 1 Market Share
https://twitter.com/danielnewmanUV/status/1779915488723611791 https://www.washingtontimes.com/news/2024/apr/15/samsung-knocks-apple-out-as-worlds-biggest-phone-s/ https://malaysia.news.yahoo.com/samsung-takes-top-phone-maker-092637769.htmlArm Says CPUs Can Save 15 Percent of Total Datacenter Power
https://twitter.com/PatrickMoorhead/status/1780674836123074946 https://twitter.com/danielnewmanUV/status/1780687456716861730Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions.
Their discussion covers:
The reasons behind Oliver Parker's decision to rejoin Google Cloud
Insights from recent global meetings with customers about their inquiries and needs regarding generative AI
The key factors driving customers towards choosing Google Cloud for generative AI projects
Additional insights into Google Cloud's offerings and future directions
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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure.
The discussion covers:
The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks.
The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility.
An in-depth look at Google Cloud's AI Hypercomputer architecture designed to supercharge AI operations.
The introduction of Axion, a new custom-designed Arm-based CPU by Google.
Exciting expansions in Google Cloud's storage capabilities, including the launch of Hyperdisk ML for AI applications.
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On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25.
Their discussion covers:
An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned
Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique
How Cloudera positions themselves as AI usage trends continue and how Cloudera’s trusted data will make a difference for customers
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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024.
Their discussion covers:
The Enterprise AI Opportunity
Intel’s Vision for Enterprise AI and the necessary steps to realize it
Intel's scalable approach to AI and its impact
Intel's strategy on addressing software challenges in AI
Key product announcements made by Intel this week
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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:
Intel Vision 2024 Event
https://twitter.com/anshelsag/status/1777723909972041979 https://twitter.com/danielnewmanUV/status/1777779401113169929 https://twitter.com/danielnewmanUV/status/1777741909865488417 https://twitter.com/danielnewmanUV/status/1777732805386199384 https://x.com/PatrickMoorhead/status/1777824158921240693 https://x.com/PatrickMoorhead/status/1777823715168079996Google Cloud Next 2024 Event
https://twitter.com/PatrickMoorhead/status/1777730172441288797 https://twitter.com/PatrickMoorhead/status/1778106837373690119 https://twitter.com/danielnewmanUV/status/1777749000151773570 https://twitter.com/PatrickMoorhead/status/1777841767632744835 https://twitter.com/PatrickMoorhead/status/1777732669478236465 https://twitter.com/danielnewmanUV/status/1777746536069464246 https://twitter.com/PatrickMoorhead/status/1777837143286800747 https://twitter.com/PatrickMoorhead/status/1777734922616336580 https://twitter.com/PatrickMoorhead/status/1777733496364265602 https://twitter.com/danielnewmanUV/status/1778106196567925001 https://twitter.com/danielnewmanUV/status/1777751328212779338 https://twitter.com/danielnewmanUV/status/1777846396487700484 https://twitter.com/danielnewmanUV/status/1777738921734176838 https://twitter.com/danielnewmanUV/status/1777736027274416234Apple M4 Chips & New Macs
https://x.com/PatrickMoorhead/status/1778517407071412553 https://www.yahoo.com/news/apple-may-start-releasing-ai-centric-m4-powered-macs-later-this-year-175312540.html#:~:text=Versions%20of%20the%2013%2Dinch,notes%20that%20plans%20may%20change https://www.bloomberg.com/news/articles/2024-04-11/apple-aapl-readies-m4-chip-mac-line-including-new-macbook-air-and-mac-proTSMC Gets $6.6 billion CHIPS Act Funding
https://twitter.com/PatrickMoorhead/status/1777394409295782078 https://twitter.com/danielnewmanUV/status/1778186030300209478 https://twitter.com/danielnewmanUV/status/1778125637875826748 https://www.wsj.com/tech/taiwanese-chip-making-giant-tsmc-gets-6-6-billion-for-arizona-project-f75e9de4 https://www.marketplace.org/2024/04/09/tsmc-deal-chips-acts-semiconductors/Marvell Accelerated Infrastructure for the AI Era Event
https://twitter.com/PatrickMoorhead/status/1778424084130369545 https://twitter.com/danielnewmanUV/status/1778424121409380846 https://twitter.com/PatrickMoorhead/status/1778430334268297449 https://twitter.com/PatrickMoorhead/status/1778430966006006256U.S. Inflation Data
https://twitter.com/danielnewmanUV/status/1778054672689013131 https://twitter.com/danielnewmanUV/status/1778104488706056336 https://twitter.com/PatrickMoorhead/status/1778195676251435442Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
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On this episode of the Six Five In the Booth, host Keith Kirkpatrick is joined by Adobe's Ken Reisman, Vice President of Digital Media for Enterprise, for an illuminating conversation on how Adobe is catering to the evolving content needs of modern enterprises. Recorded at Adobe Summit, Adobe's premier Digital Experience conference, this discussion delves deep into the realms of innovation, GenAI's business impact, and what the future holds for Adobe Firefly.
Their discussion covers:
The significance of Adobe Summit as a hub for digital experience innovation and what enterprises are seeking to truly leverage the potential of GenAI.
Ken Reisman’s insights on the latest innovations and product announcements from Adobe, highlighting the developments he's most enthusiastic about.
The future trajectory for Adobe Firefly amidst Adobe's expansive innovation landscape and other key takeaways from the event.
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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World.
Our discussion covers:
Dell's opportunities in GenAI following NVIDIA GTC
The advantages of partnering with Dell for enterprise AI solutions
Anticipated highlights and what to expect at Dell Tech World
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On this episode of Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Varun Chhabra, SVP Product Marketing, for a conversation on the collaboration between Dell and NVIDIA known as the Dell AI Factory. This innovative initiative was one of the highlights at the recent NVIDIA GTC event, showcasing how both companies are at the forefront of driving enterprise adoption of AI technologies.
Their discussion covers:
The unveiling of the Dell AI Factory in partnership with NVIDIA at GTC, and its significance for the AI industry.
Insights into Rapid Adoption Group's (RAG) findings on enterprise adoption of AI technologies.
How Dell's collaboration with NVIDIA, including the integration of NVIDIA's Blackwell series, is shaping the future of AI solutions for customers.
A sneak peek into what Dell Technologies has planned next in the field of AI and emerging technologies.
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