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NEW RELEASES: SIX FIVE ON SCREEN

Ep. 288 OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth

This week, Patrick Moorhead and Daniel Newman unpack why today’s AI moment feels less like the endgame and more like Netflix’s DVD-by-mail phase—the very beginning of a transformation that will redefine the tech industry. They dig into soaring AI valuations and the growing debate over whether today’s leaders signal durable platforms or bubble dynamics, then shift to what really matters under the hood—AI infrastructure, with a sharp focus on networking and memory, informed by insights from Marvell’s Industry Analyst Day. This episode also breaks down recent market moves across major tech players, before closing with a forward-looking take on where AI is headed and what it will take to stay competitive as the pace of change continues to accelerate.

Ep. 288 OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth
Ep. 288 OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth

This week, Patrick Moorhead and Daniel Newman unpack why today’s AI moment feels less like the endgame and more like Netflix’s DVD-by-mail phase—the very beginning of a transformation that will redefine the tech industry. They dig into soaring AI valuations and the growing debate over whether today’s leaders signal durable platforms or bubble dynamics, then shift to what really matters under the hood—AI infrastructure, with a sharp focus on networking and memory, informed by insights from Marvell’s Industry Analyst Day. This episode also breaks down recent market moves across major tech players, before closing with a forward-looking take on where AI is headed and what it will take to stay competitive as the pace of change continues to accelerate.

Building Enterprise-Ready Agentic AI with Search - Six Five On The Road

Steve Kearns, GM of Search Solutions at Elastic, joins Nick Patience to share how Elastic is enabling enterprises to move from RAG to agentic AI, solving operational challenges, and powering the next generation of autonomous workflows.

Building Enterprise-Ready Agentic AI with Search - Six Five On The Road
Building Enterprise-Ready Agentic AI with Search - Six Five On The Road

Steve Kearns, GM of Search Solutions at Elastic, joins Nick Patience to share how Elastic is enabling enterprises to move from RAG to agentic AI, solving operational challenges, and powering the next generation of autonomous workflows.

How Agentic AI is Reinventing Observability - Six Five On The Road

Baha Azarmi, General Manager of Observability at Elastic, joins host Jason Andersen to discuss how agentic AI is advancing observability tools, enabling faster insights, automated operations, and improved root cause detection for modern IT teams.

How Agentic AI is Reinventing Observability - Six Five On The Road
How Agentic AI is Reinventing Observability - Six Five On The Road

Baha Azarmi, General Manager of Observability at Elastic, joins host Jason Andersen to discuss how agentic AI is advancing observability tools, enabling faster insights, automated operations, and improved root cause detection for modern IT teams.

Agentic AI and the Future of Threat Detection with Elastic Security - Six Five On The Road

Mike Nichols, General Manager, Security at Elastic, joins host Mitch Ashley to discuss how agentic AI and the Elasticsearch platform are driving faster, more intelligent threat detection and response for today’s security teams.

Agentic AI and the Future of Threat Detection with Elastic Security - Six Five On The Road
Agentic AI and the Future of Threat Detection with Elastic Security - Six Five On The Road

Mike Nichols, General Manager, Security at Elastic, joins host Mitch Ashley to discuss how agentic AI and the Elasticsearch platform are driving faster, more intelligent threat detection and response for today’s security teams.

Building Trust at Scale: How RAG Is Evolving for Enterprise AI - Signal65

Seamus Jones, Director, Technical Marketing Engineering at Dell, joins David Nicholson and Brian Martin to share lab-based insights on the evolution of RAG—including how Agentic RAG and advanced AI infrastructure are raising the bar for enterprise-ready, trustworthy generative AI.

Building Trust at Scale: How RAG Is Evolving for Enterprise AI - Signal65
Building Trust at Scale: How RAG Is Evolving for Enterprise AI - Signal65

Seamus Jones, Director, Technical Marketing Engineering at Dell, joins David Nicholson and Brian Martin to share lab-based insights on the evolution of RAG—including how Agentic RAG and advanced AI infrastructure are raising the bar for enterprise-ready, trustworthy generative AI.

Digital-First Growth: A Product-Led Marketplace Journey - Six Five On The Road

Aaron Newman, CEO at Cloud Storage Security, joins Alex Smith to discuss the company’s product-led growth strategy on AWS Marketplace, detailing how digital-first tactics have accelerated customer acquisition and created a scalable path for success.

Digital-First Growth: A Product-Led Marketplace Journey - Six Five On The Road
Digital-First Growth: A Product-Led Marketplace Journey - Six Five On The Road

Aaron Newman, CEO at Cloud Storage Security, joins Alex Smith to discuss the company’s product-led growth strategy on AWS Marketplace, detailing how digital-first tactics have accelerated customer acquisition and created a scalable path for success.

Maximizing Potential Through AWS Marketplace - Six Five On the Road

Thomas Zaki, Global Director of Deal Desk & Sales Operations at Varonis Systems, joins Alex Smith to discuss how Varonis leverages AWS Marketplace to expand globally, streamline customer acquisition, and optimize regional go-to-market strategies.

Maximizing Potential Through AWS Marketplace - Six Five On the Road
Maximizing Potential Through AWS Marketplace - Six Five On the Road

Thomas Zaki, Global Director of Deal Desk & Sales Operations at Varonis Systems, joins Alex Smith to discuss how Varonis leverages AWS Marketplace to expand globally, streamline customer acquisition, and optimize regional go-to-market strategies.

AWS Observability Update from AWS re:Invent 2025 - Six Five On the Road

Nandini Ramani, VP, Cloud Operations & Search at AWS, joins Daniel Newman to discuss how AWS is advancing cloud observability through unified data lakes, integrated security analytics, and native AI-driven monitoring in CloudWatch.

AWS Observability Update from AWS re:Invent 2025 - Six Five On the Road
AWS Observability Update from AWS re:Invent 2025 - Six Five On the Road

Nandini Ramani, VP, Cloud Operations & Search at AWS, joins Daniel Newman to discuss how AWS is advancing cloud observability through unified data lakes, integrated security analytics, and native AI-driven monitoring in CloudWatch.

MediaTek Explains Why Custom Silicon is Critical for AI Innovation - Six Five Virtual Webcast

Shahar Noy and Rahul Sandil of MediaTek join Patrick Moorhead and Daniel Newman to discuss why custom silicon is vital for advancing AI and how MediaTek’s partnerships and legacy are driving cloud data center innovation.

MediaTek Explains Why Custom Silicon is Critical for AI Innovation - Six Five Virtual Webcast
MediaTek Explains Why Custom Silicon is Critical for AI Innovation - Six Five Virtual Webcast

Shahar Noy and Rahul Sandil of MediaTek join Patrick Moorhead and Daniel Newman to discuss why custom silicon is vital for advancing AI and how MediaTek’s partnerships and legacy are driving cloud data center innovation.

AI-Powered Innovation at Scale with Amazon Connect – Six Five On the Road

Pasquale DeMaio, VP at AWS, joins the Six Five team to share insights on how Amazon Connect is driving AI-powered innovation at scale in customer service, key product advancements, and the future direction of customer engagement technology.

AI-Powered Innovation at Scale with Amazon Connect – Six Five On the Road
AI-Powered Innovation at Scale with Amazon Connect – Six Five On the Road

Pasquale DeMaio, VP at AWS, joins the Six Five team to share insights on how Amazon Connect is driving AI-powered innovation at scale in customer service, key product advancements, and the future direction of customer engagement technology.

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