Podcast Episodes
Back to SearchThe Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price
The companies racing to build frontier AI just agreed to referee themselves. Over the same week, launches, investor days, and earnings put a price on…
12 hours ago
Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally
Meta's Muse launch turned a consumer AI agent into a CPU demand story, a new round of frontier model releases sharpened the fight over token economic…
1 week ago
Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320
Anthropic's "Pace the Frontier" essay set off a week in which nearly every major AI leader, and two heads of state, weighed in on whether the frontie…
2 weeks ago
AI Safety Alarms, China's Distillation Reckoning, and Qualcomm's AWS Breakthrough: A Pivotal Week for Enterprise AI
A viral AI extinction claim, a federal advisory naming six Chinese AI labs for industrial-scale distillation, and a $60 billion Qualcomm-AWS silicon …
3 weeks ago
NVIDIA's $12.93B Hugging Face Deal, Anthropic's Compute Buildout, and a Blowout AI Earnings Week
NVIDIA closes its $12.93 billion acquisition of Hugging Face, Anthropic signs its third $30 billion-plus compute deal in three weeks, and Signal65 la…
4 weeks ago
Claudeforce, AWS's 2 Million GPU Bet, and the Earnings Week That Buried the SaaSpocalypse
Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million mor…
1 month ago
Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back
Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler p…
1 month, 1 week ago
NVIDIA's $500B AI Bet, Anthropic's Watermark Gamble & the Edge AI Debate | Ep. 315
NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory…
1 month, 2 weeks ago
Six Five Pod Ep. 314: TerraFab, Memory's Comeback, and the Custom Silicon Debate
Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier…
1 month, 3 weeks ago
Open Models, the Memory Tax, and a 24-Hour Market Whiplash: Episode 313
Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agen…
2 months ago