Podcasts

Is this the end, or just the beginning of a new chapter? This week on The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are:

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1. Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.

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2. Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.

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3. Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.

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4. TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.

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5. Bulls and Bears: Market Volatility: An analysis of the current market downturn in the face of tariffs, factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.

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6. AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines.

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This week’s handpicked topics include:

1. New Show Format! 🎉 Pat & Dan unveil a new podcast format with weekly recurring segments: the decode, the flip, and market analysis.
2. ServiceNow's acquisition of Moveworks and its implications for the enterprise platform landscape.
3. The appointment of Lip-Bu Tan as Intel's new CEO and potential strategic directions for the company.
4. A discussion on TSMC's U.S. manufacturing plans and the importance of domestic chip production.
5. Pat & Dan debate on the impact of tariffs on the U.S. economy, exploring both supportive and opposing viewpoints for “the flip.”
6. An analysis of Oracle and Adobe's earnings reports, focusing on market reactions and AI monetization challenges.

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Watch the full episode above, and subscribe to The Six Five Pod so you never miss an episode.

From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week’s biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won’t hear anywhere else. The handpicked topics for this week are:

1. AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry.
2. The OpenAI Valuation Debate: Is OpenAI’s $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks.
3. Pat Gelsinger’s Next Chapter: We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology.
4. Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains.
5. Powering the AI Revolution: The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to Six Five Media so you never miss an episode of The Six Five Pod.

The handpicked topics for this week include:

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1. NVIDIA’s GTC 2025: Taking AI beyond the hype, Jensen Huang’s vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver?
2. AI Chip Showdown: NVIDIA’s dominance isn’t going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive.
3. Google’s Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield?
4. MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction
5. SoftBank’s AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech?

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Watch the full episode above, and be sure to subscribe to The Six Five Pod so you never miss an episode.