Vanessa Candela of Celonis joins Patrick Moorhead in Davos to explain why enterprise AI depends on trust, process intelligence, and clean data, and why agentic AI amplifies process quality rather than fixing it.

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Cisco’s Jeetu Patel joins Patrick Moorhead and Daniel Newman to discuss why infrastructure, security, and data readiness now determine whether enterprise AI can scale.

 AI fluency depends less on model sophistication and more on whether enterprises can trust the data feeding their systems. From Davos, Daniel Newman speaks with Workiva CSO Mike Rost about why governance, accuracy, and execution discipline are becoming the foundation for scaling AI in regulated, high-stakes environments.

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Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to break down enterprise insights from Davos—covering evolving AI priorities, investment trends, and how Infosys is helping businesses navigate rapid technological change.

From Davos, Daniel Newman joins Ericsson’s Niklas Heuveldop and Åsa Tamsons to break down why enterprise AI and automation depend on trusted connectivity, a complete stack, and execution discipline, not just better models.

Niccolo de Masi, CEO of IonQ, joins Patrick Moorhead from Davos to discuss why quantum computing is moving into practical deployment, how security urgency is reshaping priorities, and why sovereign quantum systems are becoming central to global competitiveness.

Welcome to a very special edition of The Six Five Pod! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week.

But it’s not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple’s ongoing AI challenges and the strategy behind its latest collaboration with Google’s Gemini. They break down OpenAI’s $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta’s recent layoffs at Reality Labs, TSMC’s strong quarterly earnings, and they share predictions for enterprise AI in 2026.

Michael J. Wolf of Activate Consulting joins Daniel Newman from Davos to discuss why today’s AI buildout differs from past tech bubbles, how infrastructure and energy constraints are shaping scale, and why human creativity and trust matter more as AI output accelerates.

Vlad Rozanovich of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss why enterprise data remains underutilized and what it takes to operationalize data and AI at scale.