Apr 11, 2026
Episode 300 marks a milestone moment for The Six Five Pod as AI shifts from innovation to consequence. This week, Patrick Moorhead and Daniel Newman unpack the risks of frontier models, the growing complexity of AI deployment, and the market signals that reveal where tech is heading next.
The handpicked topics for this...
Apr 6, 2026
OpenAI locks in the largest private funding round in history, Google disrupts memory economics with a major efficiency breakthrough, and NVIDIA continues to consolidate control over AI infrastructure. This week, Patrick Moorhead and Daniel Newman unpack the clear shift from model competition to full-stack execution.
Mar 30, 2026
Arm moves closer to owning the silicon layer, OpenAI sharpens its enterprise strategy, and a wave of geopolitical and market pressures exposes what is really driving the AI race. Patrick Moorhead and Daniel Newman unpack how compute constraints, capital intensity, and supply chain risk are starting to dictate who can...
Mar 23, 2026
AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models,...
Mar 16, 2026
AI is reshaping how software gets built, how infrastructure gets deployed, and how platforms compete for relevance. On Episode 296, Patrick Moorhead and Daniel Newman break down GTC expectations, Microsoft’s Anthropic-powered Copilot shift, Adobe’s leadership transition, Apple’s AI strategy, and the infrastructure...