# The Six Five with Patrick Moorhead and Daniel Newman

Page: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246
Text version: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246.md
RSS feed: https://sixfive.libsyn.com/rss
Official site: https://futurumresearch.com
Author: Daniel Newman
Episodes: 100

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246
Markdown: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246.md

## Episodes
- [Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/model-access-market-signals-and-the-enterprise-spending-reality-episode-309) — 2026-06-23T14:00:00+00:00
- [Apple's Siri Bet on Gemini, SpaceX's $1.77T IPO, and Claude Fable 5's Hyperscaler-Neutral Launch](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/apple-s-siri-bet-on-gemini-spacex-s-1-77t-ipo-and-claude-fable-5-s-hyperscaler-neutral-launch) — 2026-06-15T14:00:00+00:00
- [Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/microsoft-declares-independence-alphabet-raises-80-billion-and-the-multi-silicon-era-arrives-the-six-five-pod-ep-307) — 2026-06-08T14:00:00+00:00
- [IBM's $15B Day, Claude Opus 4.8, & Biggest Earnings Night of Spring 2026 | Ep. 306](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ibm-s-15b-day-claude-opus-4-8-biggest-earnings-night-of-spring-2026-ep-306) — 2026-06-01T14:00:00+00:00
- [Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/google-i-o-goes-full-stack-nvidia-prints-81b-and-the-saaspocalypse-debate-reaches-its-verdict-ep-305) — 2026-05-23T14:00:00+00:00
- [Anthropic at $1.2 Trillion, AMD's Blowout Quarter, and the PE-Backed AI Enterprise Play | Ep. 304](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/anthropic-at-1-2-trillion-amd-s-blowout-quarter-and-the-pe-backed-ai-enterprise-play-ep-304) — 2026-05-11T13:00:00+00:00
- [The Most Consequential Week in AI Infrastructure History | Ep. 303](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/the-most-consequential-week-in-ai-infrastructure-history-ep-303) — 2026-05-04T13:00:00+00:00
- [Google Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/google-cloud-goes-full-stack-amazon-s-100b-anthropic-bet-intel-s-foundry-moment-more) — 2026-04-25T13:00:00+00:00
- [Episode 301: Compute Wars, AI Reality Checks, and the Infrastructure Breaking Point](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/episode-301-compute-wars-ai-reality-checks-and-the-infrastructure-breaking-point) — 2026-04-20T14:00:00+00:00
- [EP 300: Frontier AI Risks, Model Power Shifts, and Market Signals](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-300-frontier-ai-risks-model-power-shifts-and-market-signals) — 2026-04-11T13:00:00+00:00
- [EP 299: OpenAI's $122B Raise, Google's TurboQuant Shock, and NVIDIA's Infrastructure Endgame](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-299-openai-s-122b-raise-google-s-turboquant-shock-and-nvidia-s-infrastructure-endgame) — 2026-04-06T14:00:00+00:00
- [EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-298-arm-s-big-bet-openai-s-pivot-and-the-real-ai-infrastructure-race) — 2026-03-30T14:00:00+00:00
- [EP 297: AI Control, Compute Power, and the Fight for the Stack](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-297-ai-control-compute-power-and-the-fight-for-the-stack) — 2026-03-23T14:00:00+00:00
- [EP 296: GTC Expectations, Copilot's AI Shift, and Apple's Low-CapEx AI Bet](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-296-gtc-expectations-copilot-s-ai-shift-and-apple-s-low-capex-ai-bet) — 2026-03-16T14:00:00+00:00
- [EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-295-vibe-coding-ai-infrastructure-and-the-future-of-the-app-economy) — 2026-03-09T15:00:00+00:00
- [EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-294-ai-capital-sovereign-cloud-and-the-infrastructure-arms-race) — 2026-03-02T15:00:00+00:00
- [EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-293-ai-factories-memory-crunch-and-the-models-vs-infrastructure-showdown) — 2026-02-23T15:00:00+00:00
- [EP 292: Capital Flood, AI Disruption, and the Real Risks Ahead](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-292-capital-flood-ai-disruption-and-the-real-risks-ahead) — 2026-02-16T15:30:00+00:00
- [The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/the-six-five-pod-ep-291-davos-to-abu-dhabi-inference-codex-the-so-called-saaspocalypse) — 2026-02-10T17:29:00+00:00
- [EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-290-celebrating-100-000-subscribers-ai-milestones-custom-silicon-debates-and-apple-s-ai-gamble) — 2026-01-19T15:00:00+00:00
- [EP 289: Infrastructure, Capital, and the Reality of AI Scale](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-289-infrastructure-capital-and-the-reality-of-ai-scale) — 2026-01-12T15:00:00+00:00
- [EP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI Growth](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-288-openai-s-valuation-debate-marvell-s-network-bets-and-the-next-bottlenecks-for-ai-growth) — 2025-12-22T15:00:00+00:00
- [EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure) — 2025-12-08T16:50:00+00:00
- [EP 287: The AI Cloud Shake-Up: AWS's New Silicon, NVIDIA's Strategy & Apple's Innovation Question](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-287-the-ai-cloud-shake-up-aws-s-new-silicon-nvidia-s-strategy-apple-s-innovation-question) — 2025-12-05T21:59:00+00:00
- [The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/the-six-five-pod-ep-285-amd-s-100b-data-center-vision-softbank-s-5b-nvidia-exit-government-shutdowns-and-gpu-shortages) — 2025-11-17T15:08:00+00:00

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