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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.
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The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger’s New Ventures
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
The Six Five Pod | EP 254: Unpacking GTC: Nvidia’s AI Dominance and the Hyperscaler Challenge
Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more.
The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lip-Bu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.