Barry Cooks, VP of Compute Abstractions at AWS, joins Patrick Moorhead and Daniel Newman to discuss the latest innovations in AWS container and serverless technologies, offering valuable insights for developers and IT leaders looking to accelerate business outcomes.

JV Roig, AI Platform Engineer at Kamiwaza, joins the Ryan Shrout & Mitch Lewis to discuss why real-world enterprise tasks need new agentic AI benchmarks, sharing key insights from recent Signal65 and Kamiwaza research on the KAMI index.

On this episode of The Six Five Pod, 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.

Chris Koopmans and Sandeep Bharathi of Marvell join hosts Patrick Moorhead and Daniel Newman to discuss macro trends in AI infrastructure, Marvell’s strategic shifts in compute and connectivity, and the company’s vision for staying competitive.