The Six Five team discusses the Six Five Summit 2023 Wrap Up.
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Transcript:
Daniel Newman: … let’s just talk about ourselves for a minute, because you know what I mean? It’s not about us-
Patrick Moorhead: But it’s kind of about us.
Daniel Newman: It’s kind of about us. So, in case you have been under a rock for the last, I don’t know, four years, every year we do this thing called the Six Five Summit.
Patrick Moorhead: Yes, we do.
Daniel Newman: This started in 2020.
Patrick Moorhead: Yeah, we do.
Daniel Newman: Born in the pandemic era with an overwhelming amount of requests from our customers to help them in a kind of pivot to remote era, help tell the story, and we really embraced it. And so we had our fourth. Year one, Michael Dell was our opening keynote. In year two, we had Pat Gelsinger of Intel. In year three, we had Arvind Krishna of IBM. And this year we had Broadcom, and possibly soon to be VMware, CEO, Hock Tan. And not only did we have those four, but we have now had probably over 100 CEOs of big tech companies, and not to mention hundreds of CXOs in the top ranks of these organizations speak at our event. And this isn’t a news event so much, although it’s kind of become that a little bit because we’re kind of cool and people want to launch stuff at our event, Pat, but it’s also become really a best world-class, world economic forum in itself of thought leadership around tech with this year the focus being on innovating in rough macroeconomic environments.
And by the way, if there wasn’t a more perfect example, it’s been the tech boom that’s come from?
Patrick Moorhead: AI.
Daniel Newman: That literally, between the time we launched this event and the time the event happened has driven the tech industry from what was recessionary and contracting to, Pat? We just reentered a bull market-
Patrick Moorhead: AI.
Daniel Newman: We just reentered a bull market-
Patrick Moorhead: AI.
Daniel Newman: … after the longest, longest-
Patrick Moorhead: AI.
Daniel Newman: … bear market since the middle of the 20th century because of…
Patrick Moorhead: AI.
Daniel Newman: There you go. Hey, don’t pick on me, man. When I’m right, I’m right. Just say it, “Dan. You’re right.” How do those words taste? How do those words taste?
Patrick Moorhead: Well, here’s what I know. Given a long enough timeframe, anything we always say will end up being right. I mean right?
Daniel Newman: That’s why I say things 20 years out.
Patrick Moorhead: I mean in the 1960s, the first AI algorithms came out and they said they were going to revolutionize the world. In 1990, the first tablet computer came out and said it was going to revolutionize the world, it just took 20 years. But no, I’m just kidding, Dan. You were definitely AI guy. I’ll give you that credit. I’ll give you some of that victory lap, particularly when it came to the Nvidia valuation of $1 trillion, you called it. And that was when I think it was maybe worth 600,000?
Daniel Newman: 30 months ago.
Patrick Moorhead: How about that? No, I love that. Hey, I want to talk about the Six Five Summit now.
Daniel Newman: That’s what I was talking about.
Patrick Moorhead: And where the heck did that wrap go? Where did it go?
Daniel Newman: Wrap it.
Patrick Moorhead: It’s right there. So hey, some of my highlights, first of all with Hock Tan, CEO of Broadcom, we had an opener that just doesn’t speak at conferences. He just doesn’t do this, right? And that’s what I think 99 out of 100 people gave me feedback. It’s like, “Oh my gosh, how did you get Hock Tan to speak in an event?” And I really appreciated his wisdom that he brought to the table. We’re so focused on the next new thing, he just puts a level of wisdom that’s really hard to come across. And by the way, it’s really hard to communicate, and he did a great job.
Another highlight for me, another one of our opener, Kirk Skaugen, President at Lenovo. And this is a company that generally stays quiet on the data center front and it was cool to get a front row, center seat, insider view of how the company is racking up such big share gains. As all of these infrastructure companies are going down, Lenovo’s going up and they’re doing things like vertical integration, they’re leveraging partnerships. It was pretty cool to see.
I really liked Ericsson North American CEO coming on, giving us a sobering view of 5G, kind of what it’s going to take to get full advantage of it, of the technology, which is about developer focus, right? API-driven capabilities and leveraging those massive [inaudible] abilities to be able to get the perfect quality of service at the right price for those Web.4.0 apps.
And then finally, Marvell COO, Chris Koopmans giving the insights into AI and why connectivity matters. And I think we need to remember that, that it’s not just about the GPU compute, it’s about the connectivity as well. And I really appreciated that. Overall on the track openers, I had looked at it and literally most of them were AI. Imagine that, Dan, you must have been really happy. AI for developers, AI for enterprises, AI on the edge, AI in the data center, AI for security, AI for use cases.
Daniel Newman: I was just really right. I was just really right.
Patrick Moorhead: Yeah, I mean you need to just get a legal name change to AI until we get bored with that, then you can pull that back. Okay?
Daniel Newman: Look, I don’t mean to brag, but that was it. That was the whole thought.
Patrick Moorhead: Anyways, to be a top industry analyst, you have to have some courage to be able to take the shot. And to have the courage to take the shot, you have to understand the content, you have to have some perspective, but you have to have a huge ego. And I’m the first one to say, I have a gigantic ego and I look back on the big calls that I’ve made. I haven’t gotten them all right, but I feel like I’ve gotten the one that matters right, but hey-
Daniel Newman: If you don’t get a few wrong, you’re probably not making a enough calls or you’re not making any real calls.
Patrick Moorhead: I’m not taking enough risks. That’s exactly right. So hey, I want to wrap this segment up just by saying I really want to thank all the participants. I want to thank all the viewers. If you’re one who doesn’t like to register for a conference, don’t worry, we’re going to be streaming all of these videos live 20 days from today. Sorry, sorry, sorry, sorry, 13 days from today, which would be the June 22nd. And you can catch it on Twitter, you can catch it on LinkedIn, and we might even stream it to Facebook and of course, YouTube.
So, thanks and give us feedback. We want to make this better. We’re going to go into our fifth year, give us feedback on, “Hey, should we do this earlier? Should we add a segment? Should we remove a segment? Should we make the segments longer? Should we make this segment shorter?”
Daniel Newman: Should we do an AI summit sometime between now and the next event?
Patrick Moorhead: We might have to.
Daniel Newman: We might have to. And Pat, you summed it up great and I just want to say from, I think on behalf of both of us, Connor, the whole Futurum team and the More Insights team, thank you to all of you. We couldn’t do it without great partners. We couldn’t do it without a community that continues to support, amplify, distribute, view, engage, criticize, all the things that you got to have to have a show, a platform like we do with the Six Five. So Pat, that’s a great way to end the show. A humble moment from two guys that sometimes struggle with that concept. I’m kind of kidding. So, I mean because it’s not about me, but whatever.
Author Information
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.
A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
