Podcast

The Six Five with Patrick Moorhead and Daniel Newman

Author: Daniel Newman
Feed episode count: 100
Official site: https://futurumresearch.com
RSS: https://sixfive.libsyn.com/rss
JSON: /v1/public/podcasts/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246
Markdown: /podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246.md

Summary

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.

Episodes

Jun 23, 2026 · not_requested

Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309

Duration seconds: 3170
Source: https://sixfive.libsyn.com/model-access-market-signals-and-the-enterprise-spending-reality-episode-309

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Jun 15, 2026 · not_requested

Apple's Siri Bet on Gemini, SpaceX's $1.77T IPO, and Claude Fable 5's Hyperscaler-Neutral Launch

Duration seconds: 3875
Source: https://sixfive.libsyn.com/apples-siri-bet-on-gemini-spacexs-177t-ipo-and-claude-fable-5s-hyperscaler-neutral-launch

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Jun 8, 2026 · not_requested

Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307

Duration seconds: 3433
Source: https://sixfive.libsyn.com/microsoft-declares-independence-alphabet-raises-80-billion-and-the-multi-silicon-era-arrives-the-six-five-pod-ep-307

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Jun 1, 2026 · not_requested

IBM's $15B Day, Claude Opus 4.8, & Biggest Earnings Night of Spring 2026 | Ep. 306

Duration seconds: 3484
Source: https://sixfive.libsyn.com/ibms-15b-day-claude-opus-48-biggest-earnings-night-of-spring-2026-ep-306

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May 23, 2026 · not_requested

Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305

Duration seconds: 3606
Source: https://sixfive.libsyn.com/google-io-goes-full-stack-nvidia-prints-81b-and-the-saaspocalypse-debate-reaches-its-verdict-ep-305

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May 11, 2026 · not_requested

Anthropic at $1.2 Trillion, AMD's Blowout Quarter, and the PE-Backed AI Enterprise Play | Ep. 304

Duration seconds: 3908
Source: https://sixfive.libsyn.com/anthropic-at-12-trillion-amds-blowout-quarter-and-the-pe-backed-ai-enterprise-play-ep-304

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May 4, 2026 · not_requested

The Most Consequential Week in AI Infrastructure History | Ep. 303

Duration seconds: 3134
Source: https://sixfive.libsyn.com/the-most-consequential-week-in-ai-infrastructure-history-ep-303

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Apr 25, 2026 · not_requested

Google Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More

Duration seconds: 3380
Source: https://sixfive.libsyn.com/google-cloud-goes-full-stack-amazons-100b-anthropic-bet-intels-foundry-moment-more

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Apr 20, 2026 · not_requested

Episode 301: Compute Wars, AI Reality Checks, and the Infrastructure Breaking Point

Duration seconds: 3445
Source: https://sixfive.libsyn.com/episode-301-compute-wars-ai-reality-checks-and-the-infrastructure-breaking-point

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Apr 11, 2026 · not_requested

EP 300: Frontier AI Risks, Model Power Shifts, and Market Signals

Duration seconds: 3694
Source: https://sixfive.libsyn.com/ep-300-frontier-ai-risks-model-power-shifts-and-market-signals

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Apr 6, 2026 · not_requested

EP 299: OpenAI's $122B Raise, Google's TurboQuant Shock, and NVIDIA's Infrastructure Endgame

Duration seconds: 3023
Source: https://sixfive.libsyn.com/ep-299-openais-122b-raise-googles-turboquant-shock-and-nvidias-infrastructure-endgame

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Mar 30, 2026 · not_requested

EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race

Duration seconds: 3213
Source: https://sixfive.libsyn.com/ep-298-arms-big-bet-openais-pivot-and-the-real-ai-infrastructure-race

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Mar 23, 2026 · not_requested

EP 297: AI Control, Compute Power, and the Fight for the Stack

Duration seconds: 3286
Source: https://sixfive.libsyn.com/ep-297-ai-control-compute-power-and-the-fight-for-the-stack

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Mar 16, 2026 · not_requested

EP 296: GTC Expectations, Copilot's AI Shift, and Apple's Low-CapEx AI Bet

Duration seconds: 3190
Source: https://sixfive.libsyn.com/ep-296-gtc-expectations-copilots-ai-shift-and-apples-low-capex-ai-bet

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Mar 9, 2026 · not_requested

EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy

Duration seconds: 3554
Source: https://sixfive.libsyn.com/ep-295-vibe-coding-ai-infrastructure-and-the-future-of-the-app-economy

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Mar 2, 2026 · not_requested

EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race

Duration seconds: 3338
Source: https://sixfive.libsyn.com/ep-294-ai-capital-sovereign-cloud-and-the-infrastructure-arms-race

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Feb 23, 2026 · not_requested

EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown

Duration seconds: 3498
Source: https://sixfive.libsyn.com/ep-293-ai-factories-memory-crunch-and-the-models-vs-infrastructure-showdown

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Feb 16, 2026 · not_requested

EP 292: Capital Flood, AI Disruption, and the Real Risks Ahead

Duration seconds: 3466
Source: https://sixfive.libsyn.com/ep-292-capital-flood-ai-disruption-and-the-real-risks-ahead

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Feb 10, 2026 · not_requested

The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse

Duration seconds: 3298
Source: https://sixfive.libsyn.com/the-six-five-pod-ep-291-davos-to-abu-dhabi-inference-codex-the-so-called-saaspocalypse

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Jan 19, 2026 · not_requested

EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble

Duration seconds: 2827
Source: https://sixfive.libsyn.com/ep-290-celebrating-100000-subscribers-ai-milestones-custom-silicon-debates-and-apples-ai-gamble

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Jan 12, 2026 · not_requested

EP 289: Infrastructure, Capital, and the Reality of AI Scale

Duration seconds: 3838
Source: https://sixfive.libsyn.com/ep-289-infrastructure-capital-and-the-reality-of-ai-scale

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Dec 22, 2025 · not_requested

EP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI Growth

Duration seconds: 3175
Source: https://sixfive.libsyn.com/ep-288-openais-valuation-debate-marvells-network-bets-and-the-next-bottlenecks-for-ai-growth

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Dec 8, 2025 · not_requested

EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure

Duration seconds: 3591
Source: https://sixfive.libsyn.com/ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure

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Dec 5, 2025 · not_requested

EP 287: The AI Cloud Shake-Up: AWS's New Silicon, NVIDIA's Strategy & Apple's Innovation Question

Duration seconds: 3503
Source: https://sixfive.libsyn.com/ep-287-the-ai-cloud-shake-up-awss-new-silicon-nvidias-strategy-apples-innovation-question

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Nov 17, 2025 · not_requested

The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages

Duration seconds: 3672
Source: https://sixfive.libsyn.com/the-six-five-pod-ep-285-amds-100b-data-center-vision-softbanks-5b-nvidia-exit-government-shutdowns-and-gpu-shortages

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