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Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the “SaaSpocalypse” is finally over.

Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305
Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the “SaaSpocalypse” is finally over.

From AI Ambition to Execution: Michael Dell on How Leaders Turn Strategy Into Competitive Advantage

The gap between AI strategy and AI execution is where competitive advantage is won or lost. In this Six Five On The Road conversation at Dell Technologies World 2026, Michael Dell, CEO of Dell Technologies, joins Patrick Moorhead and Daniel Newman to examine what separates organizations that successfully operationalize AI from those stuck in the pilot phase, how leaders should balance urgency with discipline, and what infrastructure decisions will define enterprise competitive position over the next 12 to 24 months.

From AI Ambition to Execution: Michael Dell on How Leaders Turn Strategy Into Competitive Advantage
From AI Ambition to Execution: Michael Dell on How Leaders Turn Strategy Into Competitive Advantage

The gap between AI strategy and AI execution is where competitive advantage is won or lost. In this Six Five On The Road conversation at Dell Technologies World 2026, Michael Dell, CEO of Dell Technologies, joins Patrick Moorhead and Daniel Newman to examine what separates organizations that successfully operationalize AI from those stuck in the pilot phase, how leaders should balance urgency with discipline, and what infrastructure decisions will define enterprise competitive position over the next 12 to 24 months.

From Strategy to Outcomes: How Dell Services Are Shaping the Next Enterprise AI Era

Enterprises are no longer asking whether to adopt AI. They are asking why execution keeps falling short of strategy. In this Six Five On The Road conversation at Dell Technologies World 2026, Doug Schmitt, CIO and President of Services at Dell Technologies, joins Patrick Moorhead and Daniel Newman to examine what it takes to move enterprise AI from pilot to production, how agentic systems are changing the services engagement model, and what governance, token economics, and infrastructure alignment demand from organizations as AI scales.

From Strategy to Outcomes: How Dell Services Are Shaping the Next Enterprise AI Era
From Strategy to Outcomes: How Dell Services Are Shaping the Next Enterprise AI Era

Enterprises are no longer asking whether to adopt AI. They are asking why execution keeps falling short of strategy. In this Six Five On The Road conversation at Dell Technologies World 2026, Doug Schmitt, CIO and President of Services at Dell Technologies, joins Patrick Moorhead and Daniel Newman to examine what it takes to move enterprise AI from pilot to production, how agentic systems are changing the services engagement model, and what governance, token economics, and infrastructure alignment demand from organizations as AI scales.

The Autonomous Service Workforce: How AI Is Reshaping Customer Operations

Incremental automation has reached the limits of what it can deliver for enterprise service organizations. In this Six Five On The Road conversation at Zendesk Relate 2026, Zendesk CEO Tom Eggemeier joins Keith Kirkpatrick and Melody Brue to examine the shift toward autonomous service operations, why specialized AI agents are replacing generalist automation, how resolution-based pricing is rewriting the economics of the service platform market, and what enterprises must do now to prepare for an increasingly agentic CX environment.

The Autonomous Service Workforce: How AI Is Reshaping Customer Operations
The Autonomous Service Workforce: How AI Is Reshaping Customer Operations

Incremental automation has reached the limits of what it can deliver for enterprise service organizations. In this Six Five On The Road conversation at Zendesk Relate 2026, Zendesk CEO Tom Eggemeier joins Keith Kirkpatrick and Melody Brue to examine the shift toward autonomous service operations, why specialized AI agents are replacing generalist automation, how resolution-based pricing is rewriting the economics of the service platform market, and what enterprises must do now to prepare for an increasingly agentic CX environment.

Resolution as Architecture: Engineering Autonomous Service Systems That Actually Scale

Faster AI responses did not solve the enterprise service problem. The shift now is to resolution as the organizing principle for service platform design. In this Six Five On The Road conversation at Zendesk Relate 2026, Shashi Upadhyay, President of Product, Engineering, and AI at Zendesk, joins Melody Brue and Keith Kirkpatrick to examine what autonomous service systems require at the architecture level, why fragmented tooling prevents consistent AI outcomes, how specialized agents outperform generalist models in production environments, and what will define the next generation of CX platforms as AI becomes embedded into core operational workflows.

Resolution as Architecture: Engineering Autonomous Service Systems That Actually Scale
Resolution as Architecture: Engineering Autonomous Service Systems That Actually Scale

Faster AI responses did not solve the enterprise service problem. The shift now is to resolution as the organizing principle for service platform design. In this Six Five On The Road conversation at Zendesk Relate 2026, Shashi Upadhyay, President of Product, Engineering, and AI at Zendesk, joins Melody Brue and Keith Kirkpatrick to examine what autonomous service systems require at the architecture level, why fragmented tooling prevents consistent AI outcomes, how specialized agents outperform generalist models in production environments, and what will define the next generation of CX platforms as AI becomes embedded into core operational workflows.

Customer Zero at Scale: How Accenture Is Building the Autonomous IT Function on ServiceNow

Accenture operates ServiceNow across 1,900 business services and 800,000 employees as Customer Zero, running AI capabilities in production before advising clients to do the same. CIO Tony Leraris and Global IT Delivery and Capability Director Monika Patel-Mistry break down the live Autonomous Specialist pilot, the AI Control Tower governance architecture, and why secure-by-design is an architectural commitment that has to be made before the first agent goes live, not after the first problem surfaces.

Customer Zero at Scale: How Accenture Is Building the Autonomous IT Function on ServiceNow
Customer Zero at Scale: How Accenture Is Building the Autonomous IT Function on ServiceNow

Accenture operates ServiceNow across 1,900 business services and 800,000 employees as Customer Zero, running AI capabilities in production before advising clients to do the same. CIO Tony Leraris and Global IT Delivery and Capability Director Monika Patel-Mistry break down the live Autonomous Specialist pilot, the AI Control Tower governance architecture, and why secure-by-design is an architectural commitment that has to be made before the first agent goes live, not after the first problem surfaces.

From AI Ambition to AI Outcomes: Building the Infrastructure Foundation for Enterprise AI

The bottleneck slowing enterprise AI is not the model or the compute. It is the memory and storage architecture feeding the compute. In this Six Five On The Road conversation at Dell Technologies World 2026, Alan Walker of Samsung Semiconductor and Ben Burgess of Dell Technologies join Matt Kimball to examine stranded GPU economics, co-engineered infrastructure, and what the shift to agentic AI demands from an enterprise stack that was built for a different operating model.

From AI Ambition to AI Outcomes: Building the Infrastructure Foundation for Enterprise AI
From AI Ambition to AI Outcomes: Building the Infrastructure Foundation for Enterprise AI

The bottleneck slowing enterprise AI is not the model or the compute. It is the memory and storage architecture feeding the compute. In this Six Five On The Road conversation at Dell Technologies World 2026, Alan Walker of Samsung Semiconductor and Ben Burgess of Dell Technologies join Matt Kimball to examine stranded GPU economics, co-engineered infrastructure, and what the shift to agentic AI demands from an enterprise stack that was built for a different operating model.

Rethinking Cyber Resilience in the Age of AI Agents: Accenture and ServiceNow at Knowledge 2026

AI-led cyberattacks have outpaced the fragmented security tooling and siloed team structures that most enterprises still rely on. Trevor Houck, Managing Director of OT Security Operations at Accenture, outlines how agent identity governance, OT security architecture, entitlement drift monitoring, and ServiceNow's Armis acquisition combine to build the cyber resilience foundation that enterprises need before AI agents scale across their operations.

Rethinking Cyber Resilience in the Age of AI Agents: Accenture and ServiceNow at Knowledge 2026
Rethinking Cyber Resilience in the Age of AI Agents: Accenture and ServiceNow at Knowledge 2026

AI-led cyberattacks have outpaced the fragmented security tooling and siloed team structures that most enterprises still rely on. Trevor Houck, Managing Director of OT Security Operations at Accenture, outlines how agent identity governance, OT security architecture, entitlement drift monitoring, and ServiceNow's Armis acquisition combine to build the cyber resilience foundation that enterprises need before AI agents scale across their operations.

From Reactive IT to Autonomous Operations: How Accenture, Dynatrace, and ServiceNow Close the Gap Between Detection and Resolution

Accenture, Dynatrace, and ServiceNow have built a closed-loop IT operations architecture that detects, diagnoses, remediates, and closes incidents before the business is impacted, eliminating the reactive firefighting model that has defined enterprise IT for decades. Tom Bruss, Managing Director at Accenture, and Jay Snyder, SVP of Partners and Alliances at Dynatrace, break down how Davis AI, SmartScape, and ServiceNow workflows combine to shift IT from a cost center to a proactive operational foundation, and why process reinvention has to come before automation for any of it to produce lasting results.

From Reactive IT to Autonomous Operations: How Accenture, Dynatrace, and ServiceNow Close the Gap Between Detection and Resolution
From Reactive IT to Autonomous Operations: How Accenture, Dynatrace, and ServiceNow Close the Gap Between Detection and Resolution

Accenture, Dynatrace, and ServiceNow have built a closed-loop IT operations architecture that detects, diagnoses, remediates, and closes incidents before the business is impacted, eliminating the reactive firefighting model that has defined enterprise IT for decades. Tom Bruss, Managing Director at Accenture, and Jay Snyder, SVP of Partners and Alliances at Dynatrace, break down how Davis AI, SmartScape, and ServiceNow workflows combine to shift IT from a cost center to a proactive operational foundation, and why process reinvention has to come before automation for any of it to produce lasting results.

IBM Concert Platform: Redefining IT Operations for the Agentic Enterprise

IBM Concert Platform consolidates observability, optimization, protection, resilience, and operations into a single agentic-first architecture, replacing the siloed tooling and fragmented team structures that slow enterprise IT response. Jennifer Fitzgerald, Director of Product Management for IBM Observability, outlines how domain agents working together compress incident resolution from hours to minutes, how Concert Protect addresses the accelerating pace of vulnerability discovery, and why business continuity now requires treating health, performance, resilience, cost, and risk as a unified operational challenge.

IBM Concert Platform: Redefining IT Operations for the Agentic Enterprise
IBM Concert Platform: Redefining IT Operations for the Agentic Enterprise

IBM Concert Platform consolidates observability, optimization, protection, resilience, and operations into a single agentic-first architecture, replacing the siloed tooling and fragmented team structures that slow enterprise IT response. Jennifer Fitzgerald, Director of Product Management for IBM Observability, outlines how domain agents working together compress incident resolution from hours to minutes, how Concert Protect addresses the accelerating pace of vulnerability discovery, and why business continuity now requires treating health, performance, resilience, cost, and risk as a unified operational challenge.

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