The Six Five with Patrick Moorhead and Daniel Newman podcast

Talking IBM Post-Kyndryl Spin with IBM’s Bob Lord, SVP of Ecosystems - Six Five Insiders

0:00
24:46
Rewind 15 seconds
Fast Forward 15 seconds

https://newsroom.ibm.com/Bob-Lord

https://www.linkedin.com/in/rwlord/

https://twitter.com/rwlord

 

  1. Introduction of Show

 

  1. Welcome Guest SVP Bob Lord

 

  1. While the deal is finally done. It has been a while since the deal was originally announced. Can you provide a quick background on the reason this spin-off became a priority, and how it fits within IBM’s transformation and strategy?

 

  1. From your viewpoint, what should clients expect from IBM now that this deal is done?

 

  1. What about your massive partner ecosystem?

 

  1. Give us a bit more clarity on the platform strategy going forward. It seems that the company will consist of software, infrastructure, consulting, and research. How do you connect all of these dots and make sure all stakeholders clearly see the value and opportunity for growth

 

  1. Conclusion and wrap

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 

More episodes from "The Six Five with Patrick Moorhead and Daniel Newman"

  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep108: Dell APEX, Microsoft Acquires Activision, Intel’s Ohio Fabs, Luminar & Mercedes, 5G Debacle

    42:36

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   2:43 Microsoft Acquiring Activision 12:03 Dell Tech Updates APEX 17:25 Intel Ohio Fabs 27:31 Luminar Bags Mercedes with LiDAR Right After Volvo 32:14 5G C Band Debacle; T-Mobile Clean 38:36 SAP Pre-reports with Big Cloud Gains   Microsoft Acquiring Activision https://news.microsoft.com/2022/01/18/microsoft-to-acquire-activision-blizzard-to-bring-the-joy-and-community-of-gaming-to-everyone-across-every-device/ https://news.xbox.com/en-us/2022/01/18/welcoming-activision-blizzard-to-microsoft-gaming/ https://view.officeapps.live.com/op/view.aspx?src=https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWSl55 https://twitter.com/PatrickMoorhead/status/1483445963142356999?s=20 https://twitter.com/danielnewmanUV/status/1483541054309769216?s=20 https://twitter.com/danielnewmanUV/status/1483441976657727496?s=20   Dell Tech Updates APEX https://twitter.com/danielnewmanUV/status/1483832933899247635?s=20 https://futurumresearch.com/research-notes/dells-multi-cloud-portfolio-expansion-intended-to-ease-the-enterprise-multi-cloud-journey/ https://twitter.com/PatrickMoorhead/status/1484299602396340229?s=20   Intel Ohio Fabs https://twitter.com/FuturumResearch/status/1483111893178982409?s=20 https://twitter.com/danielnewmanUV/status/1484520540136165380?s=20 https://twitter.com/danielnewmanUV/status/1484520540136165380?s=20 https://twitter.com/PatrickMoorhead/status/1484526264274898949?s=20   Luminar Bags Mercedes with LiDAR Right After Volvo https://twitter.com/PatrickMoorhead/status/1484208268297875458?s=20 https://futurumresearch.com/research-notes/luminar-and-mercedes-benz-team-up/   5G C Band Debacle; T-Mobile Clean https://twitter.com/danielnewmanUV/status/1483897173486063621?s=20 https://twitter.com/PatrickMoorhead/status/1484236807592108045?s=20 https://twitter.com/danielnewmanUV/status/1483420757921341440?s=20   SAP Pre-reports with Big Cloud Gains https://www.reuters.com/business/sap-reports-28-jump-q4-cloud-revenue-more-customers-shift-cloud-2022-01-13/ https://news.sap.com/2022/01/sap-announces-preliminary-q4-and-full-year-2021-results/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep. 107: CES Puts Chips, PCs, and Autos in Focus

    43:07

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   CES 2022: Notebooks https://www.forbes.com/sites/patrickmoorhead/2022/01/11/top-notebook-trends-and-products-from-hp-lenovo-and-dell-at-ces-2022/   CES 2022: Auto https://twitter.com/PatrickMoorhead/status/1479846549844865025?s=20 https://twitter.com/PatrickMoorhead/status/1478549027478065154?s=20 https://www.forbes.com/sites/patrickmoorhead/2022/01/11/plus-keeps-on-trucking-with-iveco-autonomous-pilot-partnership/  https://www.forbes.com/sites/patrickmoorhead/2022/01/08/gm-will-be-first-to-market-with-qualcomms-5nm-ride-platform/ https://www.forbes.com/sites/patrickmoorhead/2022/01/06/qualcomm-introduces-new-snapdragon-ride-vision-system-and-new-partnerships-at-ces-2022/ https://www.forbes.com/sites/patrickmoorhead/2022/01/13/amd-intel-and-nvidia-announce-new-cpu-gpu-and-automotive-processors-at-ces-2022/?sh=44bf447b2b7d   CES 2022: Chips https://twitter.com/PatrickMoorhead/status/1479860140287438848?s=20 https://twitter.com/PatrickMoorhead/status/1479866365607620618?s=20 https://www.forbes.com/sites/patrickmoorhead/2022/01/12/synaptics-potential-on-full-display-at-ces-2022/ https://www.forbes.com/sites/patrickmoorhead/2022/01/13/amd-intel-and-nvidia-announce-new-cpu-gpu-and-automotive-processors-at-ces-2022/?sh=44bf447b2b7d   Intel New Executives https://twitter.com/PatrickMoorhead/status/1480652605219127304?s=20   Silicon Designers Fleeing Apple? https://twitter.com/PatrickMoorhead/status/1481368585297891328?s=20   PCs Have Huge 2021 https://twitter.com/PatrickMoorhead/status/1481322055744339969?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Don't miss an episode of The Six Five with Patrick Moorhead and Daniel Newman and subscribe to it in the GetPodcast app.

    iOS buttonAndroid button
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Six Five Insider Talking AI Ethics With IBM SVP Bob Lord

    23:41

    Introductions   Bob Lord, Senior Vice President, Worldwide Ecosystems, IBM   Bias in advertising Let's start out talking a bit about advertising and the inherent bias that exists. Talk about how this became an issue, and just how frequently it shows up.   What’s being done about it? So, we talked about the problem, but at a high level, what are some of the things that companies can do to begin tackling the issue?   IBM Research and partnerships to tackle advertising bias IBM has gone beyond the surface on bias in advertising. Your team is looking to tackle it and has done some research on it along with kicking off a number of partnerships. Can you speak a bit to the research and partnerships and why they are important?   Benefits of reducing bias If you are successful in removing bias from advertising, what are some of the big benefits? Anything besides the obvious? How may this be applied in other AI driven challenges?   Wrap up and conclusion   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep106: Talking Meta Silicon, Oracle - Cerner, CES, HPE Barclays Win, Adobe & Planet Earnings

    34:04

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Meta First Party Silicon https://www.forbes.com/sites/patrickmoorhead/2021/12/16/as-metas-datacenters-needs-change-the-company-will-diversify-its-approach-to-silicon/   Oracle Buys Cerner? https://siliconangle.com/2021/12/16/report-oracle-targets-healthcare-data-analytics-firm-cerner-30b-acquisition/ https://twitter.com/PatrickMoorhead/status/1471686547464503304?s=20 https://twitter.com/danielnewmanUV/status/1471684368162775048?s=20   CES Expectations https://www.ces.tech/Show-Floor/featured-exhibitors.aspx?utm_medium=cpc&utm_source=google&utm_campaign=CES22-0010&gclid=CjwKCAiAh_GNBhAHEiwAjOh3ZC6dcB6B_pO7IbWqowrbpPe9fSmGB4Lcp1d72nPVcP5kA46MgWnEfxoCX8IQAvD_BwE   Adobe $ADBE Earnings https://www.cnbc.com/2021/12/16/adobe-plunges-10percent-and-heads-for-second-worst-day-in-past-decade-.html https://twitter.com/danielnewmanUV/status/1471527467244470282?s=20   Planet $PL Earnings https://investors.planet.com/news/news-details/2021/Planet-Reports-Financial-Results-for-Third-Quarter-of-Fiscal-2022/default.aspx   HPE Wins Barclays Bank Private Cloud https://www.hpe.com/us/en/newsroom/press-release/2021/12/barclays-selects-hpe-greenlake-for-private-cloud-platform.html https://twitter.com/PatrickMoorhead/status/1471684410529488908?s=20 https://twitter.com/danielnewmanUV/status/1471528556417392640?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Talking with Cloudera President Mick Hollison on the Hybrid Cloud - Six Five Insider

    21:09

    Cloudera 101 Cloudera has many of the Fortune 1000 companies as customers, why is Cloudera important to your customers?   Cloudera’s Business Progress How is Cloudera business doing at a high-level?   Pros/Cons of Different Data/Cloud Strategies Variety of data/cloud strategies:  on prem, hybrid, public-only -- positives/negatives of each   Cloudera Differentiation How does Cloudera differ from competing solutions -- either point solutions or public cloud offerings?   What is “Hybrid Data Cloud”?  Cloudera’s strategy is delivering  Hybrid Data Cloud  - what does that mean?  How is it different from ‘hybrid cloud’?   Cloud Migration Obstacles What's the biggest obstacle for Cloudera’s  existing customers to go to the cloud? Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep105: Oracle & Marvell Earnings, Intel & MobilEye, Planet Goes Public, C3 Wins Big, FTC Sues NVIDIA

    46:40

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Oracle $ORCL Earnings https://twitter.com/danielnewmanUV/status/1469051400864817159?s=20 https://s23.q4cdn.com/440135859/files/doc_financials/2022/q2/2q22-pressrelease-December.pdf   Intel Spinning Mobileye https://twitter.com/PatrickMoorhead/status/1468205211676196866?s=20 https://t.co/r8UNEmif1B https://twitter.com/danielnewmanUV/status/1468039360515919876?s=20  https://www.marketwatch.com/story/intels-new-ceo-shows-signs-hes-ready-to-over-deliver-11638980510?mod=mw_latestnews   Planet Goes Public as $PL  https://twitter.com/PatrickMoorhead/status/1468785971575599114?s=20 https://www.planet.com/pulse/planet-to-become-publicly-traded-company-through-merger-with-dmy-iv/ https://investors.planet.com/news/news-details/2021/dMY-Technology-Group-Inc.-IV-Stockholders-Approve-Proposed-Business-Combination-with-Planet/default.aspx https://www.forbes.com/sites/patrickmoorhead/2021/11/29/the-past-and-present-are-telling-of-the-future-so-whats-next-for-planet/   C3_AI Wins 500 Million DoD Contract https://futurumresearch.com/research-notes/c3-ai-wins-500m-department-of-defense-contract-further-validating-strong-vision/   FTC Suing NVIDIA Over Arm Deal https://twitter.com/SemiNewsByDylan/status/1466907239713808389?s=20 https://finance.yahoo.com/video/nvidia-stock-almost-bulletproof-monday-172926051.html?fr=sycsrp_catchall   Marvell Earnings https://futurumresearch.com/research-notes/marvell-industry-analyst-day-2021-new-atlasone-chip-readies-5g-ran-optical-fronthaul-for-5g-ecosystem/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    We are LIVE! talking with AWS’s Dave Brown on re:Invent updates to Graviton, Inferentia & Trainium - Six Five Insiders

    27:21

    Dave, welcome to the Six Five podcast! I was excited to hear about the latest announcements in Adam’s keynote at re:Invent 2021 yesterday. Particularly, in the area of EC2 Silicon innovation which we have talked a lot about this year. The biggest announcements were the latest generation Graviton3 processor and the new machine learning chip for training, AWS Trainium. Let’s start with Graviton, can you tell us about the latest Graviton offerings?  In addition to new EC2 instances, we have also seen more managed services from AWS supporting Graviton2. Can you tell us more about that? That’s great to hear! I know you ran a program called the Graviton Challenge to help customers adopt Graviton2. How’s that going? In addition to customers, have you seen wide-spread support for Graviton from third party software provides as well?   The one of the biggest announcements at re:Invent for me was the Graviton3 processor. Can you tell us more about Graviton3 and how to compares to Graviton2? What kinds of workloads can customers run on Graviton3?   So, talking about workloads, let us discuss machine learning workloads and AWS silicon innovation for AI/ML. What were the driving factors for AWS to build chips for AI/ML So how have you solved the high-performance and low-cost problem?   Tell us about how customers are using Inferentia.   You mentioned that customers are training larger and more complex deep learning models. How are the new Trainium-based Trn1 instances helping customers with challenges they have with model training?   To sum it up, what is your message to our listeners about AWS Silicon innovations and how do they get started?
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep104: We are LIVE! talking AWS re:Invent, Qualcomm Snapdragon Summit, Quantinuum, HPE $HPE & Salesforce $CRM Earnings

    42:57

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Qualcomm Snapdragon Summit https://twitter.com/PatrickMoorhead/status/1466089900156071950?s=20 https://twitter.com/PatrickMoorhead/status/1466183986682597379?s=20 https://twitter.com/PatrickMoorhead/status/1466199848466542592?s=20   AWS re:Invent AI https://futurumresearch.com/research-notes/aws-provides-six-key-new-reasons-to-adopt-and-use-amazon-sagemaker/   AWS re:Invent Compute https://www.forbes.com/sites/patrickmoorhead/2021/11/30/aws-unveils-the-latest-on-graviton-inferentia-and-trainium-instances-at-reinvent-2021/ https://twitter.com/PatrickMoorhead/status/1466138761268367361?s=20 https://youtu.be/zGBdb2VnxNo https://futurumresearch.com/research-notes/aws-reinvent-2021-day-1-announcements-on-graviton-trainium-inferentia-and-more/   Quantinuum Company Announcement https://www.forbes.com/sites/moorinsights/2021/12/01/quantinuum-a-new-quantum-computing-company-is-formed-from-merger-of-honeywell-quantum-solutions-and-cambridge-quantum/   HPE $HPE Earnings  https://futurumresearch.com/research-notes/hpe-announced-strong-q4-numbers-fueled-by-strengthening-demand-in-edge-and-continued-everything-as-a-service-pivot/   Salesforce $CRM Earnings https://futurumresearch.com/research-notes/salesforce-delivers-a-strong-q3-as-platform-bet-accelerates/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep103: We are LIVE! talking IBM, SAP, Qualcomm, Lattice, NVIDIA, and Cisco

    40:23

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   IBM Quantum Summit https://twitter.com/danielnewmanUV/status/1460973712677683201   SAP TechEd https://twitter.com/PatrickMoorhead/status/1460267822718849024?s=20 https://futurumresearch.com/research-notes/saps-tech-education-focus-is-front-and-center-at-sap-teched-aimed-at-closing-the-skills-gap/ https://www.forbes.com/sites/patrickmoorhead/2021/11/22/sap-adds-no-codelow-code-to-its-business-technologies-platform-at-teched-2021/   Qualcomm Investor Day $QCOM https://twitter.com/PatrickMoorhead/status/1460608420554366980?s=20 https://www.forbes.com/sites/patrickmoorhead/2021/11/18/qualcomm-showcases-diversification-growth-and-resilience-at-investor-day-2021/ https://twitter.com/danielnewmanUV/status/1460656719680393223 https://twitter.com/danielnewmanUV/status/1460631022018650114   Lattice Acquires Mirametrix https://twitter.com/PatrickMoorhead/status/1460254199917203464?s=20 https://www.forbes.com/sites/patrickmoorhead/2021/11/18/lattice-semiconductor-acquires-mirametrix-in-an-all-cash-transaction/   NVIDIA earnings $NVDA https://twitter.com/PatrickMoorhead/status/1461084246018166786?s=20 https://www.marketwatch.com/story/this-is-how-nvidia-plans-to-make-lots-of-money-from-the-metaverse-11637246368 https://cheddar.com/media/nvidia-beats-earnings-expectations-on-strong-gaming-data-center-revenue https://www.youtube.com/watch?v=VWdxwkEMzOk (Yahoo Finance Interview)   Cisco Earnings $CSCO https://twitter.com/PatrickMoorhead/status/1461082517906284544?s=20 https://twitter.com/danielnewmanUV/status/1461079230595440650   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 
  • The Six Five with Patrick Moorhead and Daniel Newman podcast

    Ep102: NVIDIA, Luminar, AMD’s HPC Announcements, Mitel-RingCentral, Windows 11 SE, Qualcomm Intel

    42:04

    Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   AMD’s Datacenter Announcement and Meta and SAP? https://www.forbes.com/sites/moorinsights/2021/11/08/amd-doubles-down-on-hpc-with-milan-x-and-mi200/    NVIDIA GTC 2021 https://www.youtube.com/watch?v=udmMNu2U8vY&ab_channel=NVIDIA  https://www.forbes.com/sites/danielnewman/2021/11/11/nvidias-omniverse-announcements-at-gtc-further-validate-the-merging-of-our-physical-and-digital-worlds/?sh=5960004ae0dc  https://www.forbes.com/sites/patrickmoorhead/2021/11/10/nvidia-improves-its-intelligent-vehicle-stack-at-nvidia-gtc/  https://futurumresearch.com/research-notes/nvidia-gtc-2021-cloudera-and-nvidia-expand-partnership-look-to-rapidly-advance-data-scientist-adoption-of-gpus/    Luminar Design Win with NVIDIA Hyperion 8 Platform https://investors.luminartech.com/news-releases/news-release-details/luminar-lidar-selected-nvidia-drive-hyperion-autonomous-vehicle  https://futurumresearch.com/research-notes/nvidia-announced-its-self-driving-tool-kit-hyperion-8-will-be-ready-for-cars-by-2024/  https://www.forbes.com/sites/patrickmoorhead/2021/11/10/nvidia-improves-its-intelligent-vehicle-stack-at-nvidia-gtc/    Mitel and RingCentral Partnership https://www.mitel.com/blog/for-mitel-customers-theres-a-new-pathway-to-private-cloud  https://www.mitel.com/about/newsroom/press-releases/ringcentral-and-mitel-announce-strategic-partnership?utm_campaign=Newsroom&utm_content=1636484592&utm_medium=social&utm_source=twitter  https://futurumresearch.com/research-notes/mitel-and-ringcentral-announce-new-strategic-partnership-which-could-have-lasting-impact-on-ucaas-market/    Windows 11 SE and the New Surface Laptop SE https://educationblog.microsoft.com/en-us/2021/11/imagining-a-new-era-of-education    Intel Cites Qualcomm as Strategic Account https://www.crn.com/news/components-peripherals/intel-calls-qualcomm-a-top-strategic-account-in-sales-reorg-memo     Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice. 

Get the whole world of podcasts with the free GetPodcast app.

Subscribe to your favorite podcasts, listen to episodes offline and get thrilling recommendations.

iOS buttonAndroid button