Recent Videos

The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse
The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they’ve explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft’s Maia 200 inference push, to NVIDIA’s $2B CoreWeave bet, OpenAI’s Codex closing the coding gap, the “SaaSpocalypse” panic, Cisco’s AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready.

The View from Davos with Snowflake: From AI Ambition to Enterprise Impact
AI ambition is everywhere. Enterprise impact is not. From Davos, this session with Sridhar Ramaswamy, Patrick Moorhead, and Daniel Newman examines why data foundations, governance, and execution discipline now determine which organizations can turn AI into real business outcomes.

