It started with a simple concept: two leading tech analysts covering six industry topics, five minutes each. The Six Five Podcast, co-hosted by Patrick Moorhead (CEO, Moor Insights & Strategy) and Daniel Newman (CEO, The Futurum Group), quickly became the go-to show for tech professionals who needed no BS industry insight, and fast.
While Pat and Dan’s signature sessions on The Six Five Pod remain the flagship program, Six Five has expanded into a network of podcasts examining everything from AI advancements to semiconductor innovation.
Each week, our hosts deliver candid discussions across tech domains, providing listeners with the unfiltered perspectives they need from analysts Patrick Moorhead, CEO of Moor Insights & Strategy, and Daniel Newman, CEO of The Futurum Group. The original format of the show featured six pertinent topics within the technology industry, dedicating approximately five minutes to each subject. The revamped format of The Six Five Pod features segments including "The Decode" where they breakdown recent tech news, "The Flip," in which the hosts are randomly assigned to represent opposing sides of a current debate in tech, "Bulls and Bears," where they delve into market signals and updates, and occassionally, "Off The Record," which is an interview segment dedicated to a featured guest. The discussions encompass a wide array of subjects, including technology trends, industry news, earnings reports, and often feature interviews with prominent technology leaders.
THE HOSTS
Patrick Moorhead
Founder, CEO, and Chief Analyst at Moor Insights & Strategy
Patrick Moorhead is a leading technology analyst and Founder, CEO and Chief Analyst of Moor Insights & Strategy. His firm provides in-depth analysis of a variety of tech verticals including AI, edge computing, and data storage solutions.
Daniel Newman
Founder, CEO, and Chief Analyst at The Futurum Group
Daniel Newman is a renowned technology analyst, author, entrepreneur and Founder & CEO of The Futurum Group, a research firm specializing in digital innovation. He co-founded The Six Five Media, a platform producing industry-leading tech content.
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AS FEATURED ON
WATCH THE LATEST
Meta and Google Rejoin the Frontier, Microsoft’s Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324
On Episode 324 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including new agent models from Meta, Google, and NVIDIA, Microsoft's Maia 300, Applied Materials' EPIC Center, AMD, NVIDIA, and Cisco at OCP Global Summit 2026, and the Apple-Meta Muse Spark Open partnership, plus a Flip debate on whether AI leaderboards serve vendors more than enterprise buyers. Plus, Bulls & Bears covers the CPI and PPI shock that rattled the AI trade, Anthropic's investor event, ASML's record quarter, and TSMC's earnings results.
Windows Goes Hybrid, Marvell’s $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323
On Episode 323 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including Microsoft and NVIDIA’s hybrid intelligence push for Windows, Marvell’s Investor Day, new models from Anthropic, Mistral, and Reflection, the AI labs’ accountability hearings in New York and Australia, Google’s model-neutral Gemini agent, and whether temporary construction jobs justify AI data centers. Plus, Bulls & Bears covers Thursday’s chip-led pullback, NVIDIA’s run past $240, and Samsung’s record Q3 guidance.
The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price
The companies racing to build frontier AI just agreed to referee themselves. Over the same week, launches, investor days, and earnings put a price on that arrangement. Microsoft is charging for finished work, NVIDIA is selling agent containment as infrastructure, and the suppliers AI can't route around, from Synopsys to Micron, are collecting the premium. Patrick Moorhead and Daniel Newman separate signal from stagecraft, then split hard on whether the White House accord actually binds these key players to anything.
Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally
Meta's Muse launch turned a consumer AI agent into a CPU demand story, a new round of frontier model releases sharpened the fight over token economics, and AMD crossed the trillion-dollar mark on the same compute thesis. Patrick Moorhead and Daniel Newman break down Meta Connect, Qualcomm's agentic-device push, the AI policy debate, and whether Meta has finally cracked mainstream AI wearables.
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Anthropic’s AI Slowdown, OpenAI’s $1.2T Valuation & Salesforce’s AI Bet
Anthropic's "Pace the Frontier" essay set off a week in which nearly every major AI leader, and two heads of state, weighed in on whether the frontier should slow down. Patrick Moorhead and Daniel Newman read the incident as something larger than a safety debate. Whoever sets the pace of the frontier also sets the pace for open-weight models, enterprise custom models, and the trillion-dollar valuations riding on top of them. That contest, not the essay itself, is the through-line of Episode 320 of The Six Five Pod.
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AI Safety Alarms, China's Distillation Reckoning, and Qualcomm's AWS Breakthrough: A Pivotal Week for Enterprise AI
A viral AI extinction claim, a federal advisory naming six Chinese AI labs for industrial-scale distillation, and a $60 billion Qualcomm-AWS silicon pact define a week when enterprise AI risk and opportunity collided head-on. Patrick Moorhead and Daniel Newman weigh in on what's signal and what's noise across AI safety, chip supply deals, and a market rally still betting big on compute.
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Claudeforce, AWS's 2 Million GPU Bet, and the Earnings Week That Buried the SaaSpocalypse
Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear thesis on AI infrastructure and software at once. Patrick Moorhead and Daniel Newman also cover Hot Chips 2026, the NVIDIA-Hugging Face acquisition rumor, and debate whether Anthropic's SaaS reassurances hold up on Ep. 317 of The Six Five Pod.
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Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back
Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's reduced Ohio financing guarantee signals cracks in the AI infrastructure buildout.
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NVIDIA’s $500B AI Bet, Anthropic’s Watermark Gamble & the Edge AI Debate | Ep. 315
NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep. 315 of The Six Five Pod.
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