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Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the journey through data chaos.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance. The hosts also analyze recent earnings from Tesla, Broadcom, and HPE, offering insights on market reactions and company strategies. Throughout the episode, Newman and Moorhead engage in spirited debates, including a "flip" segment where they argue opposing viewpoints on whether the Musk-Trump feud is genuine or a publicity stunt. The podcast concludes with a reminder about their upcoming AI summit and playful banter between the hosts.
At Microsoft Build 2025, AI Is Microsoft’s Future, and Developers Are at the Heart of the Agentic AI Revolution, Not Replaced by It
Analysts Mitch Ashley, Nick Patience, and Keith Kirkpatrick at Futurum share their insights on Microsoft Build 2025, revealing Microsoft's strategic pivot to agentic AI and its profound implications for the future of software development.
Tara DeZao and Peter van der Putten from Pega join Keith Kirkpatrick to discuss the future of AI and creating impactful customer experiences responsibly.
Snowflake Unveils Cortex AI Enhancements, OpenFlow for Interoperability, and Significant Compute Performance Upgrades, Aiming To Make AI More Accessible and Efficient for Enterprises
Nick Patience, AI Practice Lead at Futurum, shares his insights on Snowflake Summit 2025. Key announcements like Cortex AI, OpenFlow, and Adaptive Compute aim to accelerate enterprise AI by unifying data and enhancing compute efficiency.
Q2 Results Driven by Improved Server Execution, GreenLake Gains, and Cost Actions
Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and macro headwinds.
Enhancements to the Pega Platform, Pega Blueprint, and AI Agents Are Also Designed To Help Organizations Modernize and Streamline Their Stack and Enable CX, Productivity, and Efficiency Gains Now and in the Future
Keith Kirkpatrick, Research Director with Futurum, shares his insights on the news from PegaWorld ‘25 and discusses the potential impact for other platform vendors operating in the market.
Snowflake’s $250 Million Crunchy Data Deal Intensifies Competition With Databricks and Others as the Company Seeks to Power Up Enterprise AI Through Postgres Cloud Innovation
Brad Shimmin, Vice President & Practice Lead, Data and Analytics at Futurum shares his/her insights on Snowflake’s acquisition of Crunchy. Discover how Snowflake’s $250 million Crunchy Data acquisition is set to reshape the AI data platform landscape and intensify the battle for enterprise cloud leadership.
Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
AI and Silicon Complexity Continue To Drive Revenue, Margin, and Backlog Gains Despite Trade Friction
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty.
The Highly Influential Model Context Protocol Launched With Backing From OpenAI, Anthropic, Google DeepMind, Meta, and Now Microsoft, but CIOs Must Weigh Openness Against the Risk of Ecosystem Lock-in
Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as vendors race to define memory standards.
