On this episode of The Six Five Pod, Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive “Off The Record” conversation with Martin Casado, GM of the Infrastructure fund at a16z (Andreessen Horowitz). On this episode of The Six Five Pod

On this episode of Six Five Connected, host Diana Blass and Dell Technologies leaders discuss Dell’s PC reset at CES 2026 and why real improvements in battery life, thermals, design, and displays—not AI hype—will drive the next upgrade cycle.

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Dr. Srinivas Bhattiprolu, Head of Global Presales and Advanced Consulting Services at Nokia, joins host Will Townsend to explore how telco providers are evolving their cybersecurity practices in a GenAI world and addressing new threats.

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Kevin Terwilliger, VP of CSG Product Management at Dell, joins host Ryan Shrout for a look at Dell’s expanded PC lineup at CES, including the new XPS 14/16, gaming systems, and creator-focused UltraSharp monitors that set the tone for Dell’s 2026 vision.

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.

Avi Shetty, Hecheng Han, Dr. George Zhang, Neil Edmunds, John Griffith, Josh Grossman, and Francesca Cain-Watson join Diana Blass to discuss the evolution of liquid cooling in AI systems, exploring design tradeoffs, architectures, and deployment strategies.

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.

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.

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.

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.

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.

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.