Episode Details

Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive "Off The Record" conversation with Martin Casado, GM of the Infrastructure fund at a16z (Andreessen Horowitz). Follow the hosts:

https://x.com/PatrickMoorhead

https://x.com/danielnewmanUV

Follow the guest:

https://x.com/martin_casado

Follow on X:

https://x.com/sixfivemedia

Follow on LinkedIn:

https://www.linkedin.com/company/thesixfive/

Enterprise AI moves from pilots to production https://siliconangle.com/2025/12/17/enterprise-ai-hpe-tackles-execution-problem-hpeaimomentum/ SiliconANGLE

AI memory and infrastructure supply pressures https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ Reuters

Data center stocks and power bottlenecks in focus https://ts2.tech/en/data-center-stocks-week-ahead-dec-22-26-2025-ai-mega-deals-power-bottlenecks-and-export-control-risk-in-focus/ TechStock²

AI capex boom meets power-grid bottlenecks https://ts2.tech/en/data-center-stocks-ai-capex-boom-meets-power-grid-bottlenecks-todays-news-and-2026-outlook-dec-20-2025/ TechStock²

Tech executives share AI infrastructure insights https://siliconangle.com/2025/12/19/top-tech-executives-share-ai-insights-thecube/ SiliconANGLE

AMD positions for massive compute growth in AI era https://www.techradar.com/pro/amd-ceo-welcomes-us-to-the-yottascale-era-lisa-su-says-ai-will-need-yottaflops-of-compute-power-soon

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