Podcast Episodes
Back to SearchGoogle Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More
Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billio…
5 months, 1 week ago
Episode 301: Compute Wars, AI Reality Checks, and the Infrastructure Breaking Point
AI is now an execution race defined by infrastructure. Patrick Moorhead and Daniel Newman break down how compute shortages, energy constraints, and s…
5 months, 2 weeks ago
EP 300: Frontier AI Risks, Model Power Shifts, and Market Signals
Episode 300 marks a milestone moment for The Six Five Pod as AI shifts from innovation to consequence. This week, Patrick Moorhead and Daniel Newman …
5 months, 3 weeks ago
EP 299: OpenAI's $122B Raise, Google's TurboQuant Shock, and NVIDIA's Infrastructure Endgame
OpenAI locks in the largest private funding round in history, Google disrupts memory economics with a major efficiency breakthrough, and NVIDIA conti…
5 months, 4 weeks ago
EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race
Arm moves closer to owning the silicon layer, OpenAI sharpens its enterprise strategy, and a wave of geopolitical and market pressures exposes what i…
6 months ago
EP 297: AI Control, Compute Power, and the Fight for the Stack
AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building th…
6 months, 1 week ago
EP 296: GTC Expectations, Copilot's AI Shift, and Apple's Low-CapEx AI Bet
AI is reshaping how software gets built, how infrastructure gets deployed, and how platforms compete for relevance. On Episode 296, Patrick Moorhead …
6 months, 2 weeks ago
EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy
AI development is getting easier, but building production-ready systems remains a challenge. From vibe coding experiments at Mobile World Congress to…
6 months, 3 weeks ago
EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race
AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six F…
7 months ago
EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown
AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM sh…
7 months, 1 week ago