{"podcast":{"title":"The Six Five with Patrick Moorhead and Daniel Newman","slug":"the-six-five-with-patrick-moorhead-and-daniel-newman-1180246","podcast_index_feed_id":1180246,"rss_url":"https://sixfive.libsyn.com/rss","website_url":"https://futurumresearch.com","image_url":"https://static.libsyn.com/p/assets/3/2/8/a/328a56258f82f215d959afa2a1bf1c87/Podcast-Cover-20250314-p6jr6fy5bi.png","author":"Daniel Newman","episode_count":100,"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.","last_synced_at":"2026-06-24T04:20:41.730373+00:00","page_url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246"},"episode":{"title":"EP 289: Infrastructure, Capital, and the Reality of AI Scale","slug":"ep-289-infrastructure-capital-and-the-reality-of-ai-scale","published_at":"2026-01-12T15:00:00+00:00","page_url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-289-infrastructure-capital-and-the-reality-of-ai-scale","show_page_url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246","url":"https://sixfive.libsyn.com/ep-289-infrastructure-capital-and-the-reality-of-ai-scale","audio_url":"https://traffic.libsyn.com/secure/sixfive/Six_Five_Podcast_289_V2.mp3?dest-id=1414016","summary":"Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive \"Off The Record\" conversation with Martin Casado , GM of the Infrastructure fund at a16z ( Andreessen Horowitz ). Follow the hosts: https://x.com/PatrickMoorhead https://x.com/danielnewmanUV Follow the guest: https://x.com/martin_casado Follow on X: https://x.com/sixfivemedia Follow on LinkedIn: https://www.linkedin.com/company/thesixfive/ THE DECODE Enterprise AI moves from pilots to production https://siliconangle.com/2025/12/17/enterprise-ai-hpe-tackles-execution-problem-hpeaimomentum/ SiliconANGLE AI memory and infrastructure supply pressures https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ Reuters Data center stocks and power bottlenecks in focus https://ts2.tech/en/data-center-stocks-week-ahead-dec-22-26-2025-ai-mega-deals-power-bottlenecks-and-export-control-risk-in-focus/ TechStock² AI capex boom meets power-grid bottlenecks https://ts2.tech/en/data-center-stocks-ai-capex-boom-meets-power-grid-bottlenecks-todays-news-and-2026-outlook-dec-20-2025/ TechStock² Tech executives share AI infrastructure insights https://siliconangle.com/2025/12/19/top-tech-executives-share-ai-insights-thecube/ SiliconANGLE AMD positions for massive compute growth in AI era https://www.techradar.com/pro/amd-ceo-welcomes-us-to-the-yottascale-era-lisa-su-says-ai-will-need-yottaflops-of-compute-power-soon TechRadar THE FLIP China's power availability could redefine AI compute leadership https://www.businessinsider.com/elon-musk-china-ai-compute-exceed-electricity-power-2026-1 Business Insider Data center geogr…","meta_description":"Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are incr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3838,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/episodes/ep-289-infrastructure-capital-and-the-reality-of-ai-scale/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-289-infrastructure-capital-and-the-reality-of-ai-scale.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}