ABOUT THIS PODCAST 🔗
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Update frequency:
weekly
Average audio length:
28 minutes
Guest interviews
English
United States
1001 episodes
since July 17, 2019
episodic
AUDIENCE OF THIS PODCAST 🔗
~87.30% of listeners are from United States.
🇺🇸
US
87.30%
🇮🇪
IE
5.59%
🇵🇱
PL
1.42%
🇬🇧
GB
1.25%
🇽🇰
XK
0.91%
🇰🇪
KE
0.83%
🇸🇬
SG
0.58%
🇨🇦
CA
0.50%
🇦🇺
AU
0.25%
🇪🇸
ES
0.16%
🇮🇳
IN
0.16%
🇨🇭
CH
0.16%
🇵🇭
PH
0.16%
Others
0.73%
* Data source: directly measured on Listen Notes. real-time
LATEST EPISODE 🔗
A midterm election that put data centers on the ballot, followed by one of the sharpest two-day market swings in recent memory, changed the AI conversation this week, even as earnings from AMD, Arm, Lattice, and Coherent pointed to demand that hasn't slowed. Patrick Moorhead and Daniel Newman unpac…
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Search past episodes of The Six Five with Patrick Moorhead and Daniel Newman.
PREVIOUS EPISODES 🔗
Anthropic's S-1 puts frontier AI economics on the public record, Oracle adds TPUs and Cerebras to a compute stack that was mostly NVIDIA, and hyperscaler earnings show cloud growth is exceeding free cash flow. Together they make capital structure, more than demand, the constraint on who can scale. …
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 …
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…
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 ar…
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…
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 fronti…
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 n…
NVIDIA closes its $12.93 billion acquisition of Hugging Face, Anthropic signs its third $30 billion-plus compute deal in three weeks, and Signal65 launches its new PINNACLE agentic AI benchmark just in time to catch Claude Fable 5.1 topping the charts, all while Dell, HPE, Broadcom, and Snowflake p…
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 t…
Disclaimer: The podcast and artwork embedded on this page are from Patrick Moorhead and Daniel Newman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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