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.

Robert Daigle of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how enterprises are deploying hybrid AI in production and what determines whether those initiatives continue to scale.

Patrick Moorhead and Daniel Newman are joined by Lenovo’s Conor Malone and NSCALE’s Stu Pann to discuss the real-world challenges of scaling AI infrastructure from pilot projects into production environments.

Mark Ng of Texas Instruments joins Six Five On The Road at CES 2026 to discuss how software-defined architectures, real-time intelligence, and semiconductor design are reshaping vehicles and other intelligent physical systems, and why long-term architectural decisions now matter more than ever.

Lenovo’s Vlad Rozanovich joins Patrick Moorhead and Daniel Newman to discuss why infrastructure, not ambition, is the key to moving AI from experimentation to execution at scale.

Scott Tease of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how power, heat, and efficiency are shaping the next phase of enterprise AI.

Patrick Moorhead and Daniel Newman speak with Lenovo’s Dana Ryan about how the Entertainment Sphere illustrates the infrastructure required to support immersive, real-time experiences at scale.

Scott Tease of Lenovo joins Patrick Moorhead and Daniel Newman to discuss why inferencing has become the moment where AI shifts from experimentation to real-time execution.

Flynn Maloy of Lenovo joins Patrick Moorhead and Daniel Newman to discuss why hybrid AI has become the practical foundation for enterprise AI, and how data location, infrastructure design, and orchestration shape what can scale.

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Patrick Moorhead and Daniel Newman speak with Lenovo’s Scott Tease about why inferencing is central to moving enterprise deployments from experimentation into production across distributed environments.