Ep. 217: We are Live! Talking Google, OpenAI, Cisco, AWS, Dell, Synopsys
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week’s show, we will be talking:
4:30 OpenAI Announcements On GPT-4 and 4o
12:09 Google I/O 2024
22:09 Cisco Q3 FY24 Earnings
26:33 Dell AI Server Orders
31:27 AWS CEO Change
38:22 IBM and Palo Alto Partner on AI-Powered Security
42:07 Synopsys Sells Off Software Integrity Division
OpenAI Announcements On GPT-4 and 4o
Here we go. The day before GoogleIO and of course Build and WWDC. Multimodal. Very human sounding and interacting. I don’t know if I get yet the value of the two AIs talking together… https://t.co/Q2lr66Ypj9
— Patrick Moorhead (@PatrickMoorhead) May 13, 2024
The “o” in GPT-4o, = “Omnimodel”, or what I consider multimodal. Text, voice, vision (image and video) …. Combined.
Other notables:
-macOS desktop app (Apple can’t shut them down as easily)
-100M users
-GPT 4o free (paid get 5x context window of free)
-bringing 4o to its API,…— Patrick Moorhead (@PatrickMoorhead) May 13, 2024
So human it’s annoying. 🙂 @danielnewmanUV I know you know what I mean there. 🤖 https://t.co/kPFCubuv05
— Patrick Moorhead (@PatrickMoorhead) May 13, 2024
Yesterday was a significant moment for OpenAI and more broadly the next wave of generative AI innovation.
OpenAI launched its newest product and flagship model ChatGPT-4o. Adding voice/video to text. It’s imperfect, and still can be broken, but a huge leap from previous… https://t.co/Pv5L3zMuk0
— Daniel Newman (@danielnewmanUV) May 14, 2024
Quick preview and demonstration of the “bot” or real time conversation that OpenAI launched today.
It adds the appearance of reasoning and empathy as you can see from the video. More emotion in its voice…
A step closer to AGI here. Certainly more engaging and adds more than… https://t.co/ZzSKjJEZTX
— Daniel Newman (@danielnewmanUV) May 13, 2024
I cannot reproduce anything about this, specific GPT-4o demo. Can you? You’ll note that the @ChatGPTapp UI is different, cleaner. Note the odd interaction between “Sky” and “Dad” from @khanacademy when “she” doesn’t see anything. If this is a “labs” or “coming soon” feature, it… https://t.co/UAQyw72aCI pic.twitter.com/BmrHfg8raF
— Patrick Moorhead (@PatrickMoorhead) May 13, 2024
https://openai.com/index/hello-gpt-4o/
Google I/O 2024
https://blog.google/technology/ai/google-io-2024-100-announcements/
https://www.tomsguide.com/news/live/google-io-2024-keynote
Here’s 2 minutes of what I think was a 5 minute conversation on $GOOG and @googleio. Time flies in the chair. Does it for you @jonfortt and @MorganLBrennan? https://t.co/vnUYxFCfU9
— Patrick Moorhead (@PatrickMoorhead) May 14, 2024
Google needs a win today. I’ll be on @CNBC set in Englewood Cliffs with @jonfortt after the bell to break down the news and implications to investors. $GOOG $GOOGL https://t.co/nVr3BTWDnK
— Patrick Moorhead (@PatrickMoorhead) May 14, 2024
Cisco Q3 FY24 Earnings
$CSCO rips a beat-beat for Q3FY24, a good guide. Stock is up 7% AH. The steep revenue decline was driven by 'digestion' discussed last Q. Software 54% revenue, SW and Services 65% revenue. 🔥 Gary Steel, now President, Go to Market. More after the call, where the real… pic.twitter.com/fj1lPCYh4u
— Patrick Moorhead (@PatrickMoorhead) May 15, 2024
Here we go with Cisco fiscal Q3 results.
A solid quarter against the guide for @Cisco. And the guide has been far more important for Cisco over the past several quarters.
A couple of key data points beyond the beat-beat-raise worth noting.
•Total subscription revenue of… https://t.co/Z8WSglfXvJ
— Daniel Newman (@danielnewmanUV) May 15, 2024
https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-THIRD-QUARTER-EARNINGS/default.aspx
Dell AI Server Orders
https://www.cnbc.com/2024/05/15/dell-stock-surges-9percent-on-optimism-company-has-big-ai-server-orders.html
What an incredible run for Dell.
When Jensen Huang (NVIDIA CEO) gave a very firm endorsement of Dell as the partner for building AI, it was a huge inflection for the company.
Today Dell hit ~$150. In 2023 it was ~$35.
Another big winner from the AI run up. Market is taking… https://t.co/1YblO1ZJG7
— Daniel Newman (@danielnewmanUV) May 15, 2024
AWS CEO Change
Adam Selipsky, CEO of AWS is stepping down to be replaced by Matt Garman.
Here is my breakdown/perspective. These are my initial reactions. I’m sure it will evolve over the next few days 👇🏻
1. AWS is the public cloud market leader with nearly $100 billion run rate.
2. Its… https://t.co/MiKBqcTdXE— Daniel Newman (@danielnewmanUV) May 14, 2024
Here’s 2 minutes of what I think was a 5 minute conversation on $GOOG and @googleio. Time flies in the chair. Does it for you @jonfortt and @MorganLBrennan? https://t.co/vnUYxFCfU9
— Patrick Moorhead (@PatrickMoorhead) May 14, 2024
https://www.aboutamazon.com/news/company-news/leadership-update-aws-adam-selipsky-matt-garman
https://fortune.com/2024/05/14/amazon-aws-ceo-adam-selipsky-departing-matt-garman/
IBM and Palo Alto Partner on AI-Powered Security
Focus IBM efforts on data security (Guardian, Polar) and identity, Security challenges much more tightly aligned to HC & AI
Lead services partner for #1 Security ISV, giving us a chance to grow our business in line with theirs
XDR taking over SIEM, pjatformization of Security, threat mgmt landscape changing rapidly
with PANW IBM has a partner to embed IBM AI, Building LLMs on watsonx to infuse into PANW’s tooling
-Hashi Vault a key piece of the puzzle moving forward with our existing Verify offering
https://newsroom.ibm.com/2024-05-15-Palo-Alto-Networks-and-IBM-to-Jointly-Provide-AI-powered-Security-Offerings-IBM-to-Deliver-Security-Consulting-Services-Across-Palo-Alto-Networks-Security-Platforms
Synopsys Sells Off Software Integrity Division
https://uk.finance.yahoo.com/news/synopsys-sell-unit-much-2-142008331.html
https://www.prnewswire.com/news-releases/synopsys-enters-definitive-agreement-to-sell-its-software-integrity-business-to-clearlake-capital-and-francisco-partners-302136709.html
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.
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