On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:  

VMware Explore 2025 - Fly By (The Decode)

https://x.com/danielnewmanUV/status/1960376180127011283

https://x.com/danielnewmanUV/status/1960383797842600155

https://x.com/danielnewmanUV/status/1960383687196860601

https://x.com/danielnewmanUV/status/1960408530198126731

Meta + Google $10B Cloud Deal (The Decode)

 

https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI 

Musk sues Apple & OpenAI for antitrust behavior (The Decode)

https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video 

Meta Superintelligence Lab Exodus (The Decode)

https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/ 

Apple AI + Robotics Strategy (The Decode)

https://x.com/danielnewmanUV/status/1959793966054072516

https://x.com/danielnewmanUV/status/1960413825209131366

https://x.com/danielnewmanUV/status/1960413625216328059

https://x.com/danielnewmanUV/status/1960437517414764812

https://x.com/danielnewmanUV/status/1960496235355455849

Trump Tariff/Investment Updates (The Decode)

U.S. Gov’t $9.9B Intel Investment (The Decode)

https://x.com/PatrickMoorhead/status/1959975116273807796

https://x.com/danielnewmanUV/status/1960001853300605381

India hit with 50% Tariffs

https://x.com/PatrickMoorhead/status/1960678399086878841

https://x.com/PatrickMoorhead/status/1960678395962122407

Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger?  (The Flip)

https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/ 

Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)

https://www.schwab.com/learn/story/weekly-traders-outlook 

Trump Removes Fed Governor Lisa Cook (Bulls and Bears)

https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html

NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)

https://x.com/YahooFinance/status/1961160887265312923 

https://x.com/danielnewmanUV/status/1960012616358629739

https://x.com/danielnewmanUV/status/1960478545291174235

https://x.com/danielnewmanUV/status/1960689856020939166

https://x.com/danielnewmanUV/status/1960699136790949991

https://x.com/PatrickMoorhead/status/1960808541721387388

https://x.com/PatrickMoorhead/status/1960814476967703014

https://x.com/danielnewmanUV/status/1960796280851993042

https://x.com/danielnewmanUV/status/1960806211525263448

https://x.com/danielnewmanUV/status/1960813452529680455

https://x.com/danielnewmanUV/status/1960802234679103882

https://x.com/danielnewmanUV/status/1960803494715384304

https://x.com/danielnewmanUV/status/1960804557912727996

https://x.com/danielnewmanUV/status/1960792380631568880

Dell Earnings (Bulls and Bears)

https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5

https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d 

Pure Storage Earnings (Bulls and Bears)

https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html

https://x.com/danielnewmanUV/status/1961086131119731156

MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)

https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html 

Marvell Earnings (Bulls and Bears)

https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/

https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/

HP Earnings (Bulls and Bears)

https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html

https://x.com/PatrickMoorhead/status/1959932080160231572 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

 

1. Intel and Government Investment: Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications.

 

1. Chip Advancements: Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts.

 

1. Market Dynamics and Economic Outlook: Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact.

 

1. Tech Earnings and Company Performance: Analysis of recent earnings from Palo Alto Networks, Zoom, and Workday. Discussion on challenges and opportunities in the SaaS market.

 

1. Nvidia's Upcoming Earnings Report: Predictions and expectations for Nvidia's financial performance. Long-term outlook on Nvidia's market position and growth potential.

 

1. AI and Cybersecurity Trends: Exploration of AI's role in enhancing cybersecurity measures. Discussion on Palo Alto Networks' position in securing AI infrastructure.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are:

 

1. AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.

 

1. Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors.

 

1. Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.

 

1. Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.

 

1. Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry: 

 

1. Tech Industry News and Analysis: Trump's tariff threats on semiconductors and chips. Apple's investment commitments in the US. Rumors about GPT-5 release and its potential impact.

 

1. Intel Leadership Challenges: Trump's call for Intel CEO Lip-Bu Tan’s removal. Analysis of Intel's missed opportunities in the US chip manufacturing push.

 

1. Palantir's Meteoric Rise: Discussion of Palantir's market valuation and performance. Analysis of the company's government contracts and AI positioning.

 

1. Other Tech Company Performances: Lattice Semiconductor's positive market reception. IonQ's progress in quantum computing. Astera's growth and dependence on Nvidia.

 

1. Impact of AI on Knowledge Work: How advancements in AI, particularly with the release of GPT-5, could significantly impact knowledge-based industries and consulting firms.

 

1. Challenges for Chip Manufacturers: Various challenges faced by chip manufacturers, including Super Micro's underperformance and the potential impact on competitors like Dell and HPE in the AI server market.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple.  Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week’s handpicked topics include:

 

1. Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality and implications of this deal. (The Decode)

2. Palo Alto Networks Acquisition of CyberArk: A look at their potential $25 billion acquisition of CyberArk and the strategic importance of identity management in cybersecurity. (The Decode)

3. NVIDIA Updates: Concerns about potential backdoors in NVIDIA’s H20 chips and an analysis of the insatiable global demand for NVIDIA’s AI chips. (The Decode)

4. Microsoft & OpenAI’s Ongoing Relationship Challenges: Commentary on Satya Nadella & Sam Altman’s respective strategies (The Decode)

5. The Flip - Intel's 14A Foundry Strategy: A simulated debate on Intel's approach to 14A Foundry development, including a discussion of geopolitical implications and competition in the semiconductor industry. 

6. Bulls & Bears Tech Earnings Roundup - Analysis of recent earnings reports from major tech companies:

- Amazon's impressive growth and future potential

- Microsoft's strong performance, particularly in Azure

- Meta's success in leveraging AI for platform stickiness

- Apple's steady performance and potential AI developments

- Arm's strategic shift towards chip production

- Qualcomm's challenges in market perception despite solid performance

1. Market Reactions and Future Outlook: Market responses to earnings reports and strategic moves, and speculation on future developments in AI, robotics, and data center technologies.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

Trump aims to get rid of AI regulations in a push to win the AI race (The Decode)

https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations

https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race

Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)

 

https://x.com/PatrickMoorhead/status/1947644571627757683

https://x.com/PatrickMoorhead/status/1948044849858437209

https://x.com/PatrickMoorhead/status/1948045885939531813

https://x.com/PatrickMoorhead/status/1948063418696511930

https://x.com/PatrickMoorhead/status/1948057960636158019

https://x.com/danielnewmanUV/status/1948059191182045549

https://x.com/PatrickMoorhead/status/1948116469612527820

Pat on Yahoo Finance breaking the event down

https://x.com/PatrickMoorhead/status/1948547645011525860

https://www.cnbc.com/2025/07/26/china-ai-action-plan.html

US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode)

 

https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/

https://x.com/PatrickMoorhead/status/1949535107288801287

https://x.com/danielnewmanUV/status/1949534884655145434

US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode)

 

https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/

https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/

Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears)

https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us

Earnings Season (Bulls and Bears)

Tesla Earnings

https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html

https://x.com/danielnewmanUV/status/1948525488936484961

IBM Q2 Earnings

https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html

Alphabet Inc. - Q2 2025

https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html

https://x.com/danielnewmanUV/status/1947371163526570418

https://x.com/danielnewmanUV/status/1947724737813107160

T-Mobile US - Q2 2025 Earnings

https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html

ServiceNow Q2 2025

https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html

https://x.com/PatrickMoorhead/status/1947726458891141274

https://x.com/danielnewmanUV/status/1947712998501462422

Intel - Q2 2025 Earnings

https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html

TSMC - Trillion Dollar Market Cap (Bulls and Bears)

https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode)

https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk 

https://x.com/danielnewmanUV/status/1945509802211254661 

https://x.com/PatrickMoorhead/status/1945089356022096361

https://x.com/PatrickMoorhead/status/1945049406199226857

https://x.com/PatrickMoorhead/status/1945049728141447261

https://x.com/danielnewmanUV/status/1944939965953011869

https://x.com/danielnewmanUV/status/1945084756619571695

https://x.com/danielnewmanUV/status/1945120959314141508

https://x.com/danielnewmanUV/status/1945317350573519001

https://x.com/danielnewmanUV/status/1945439985139691965

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945504256821457108

https://x.com/PatrickMoorhead/status/1945582561066877304

National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode)

https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815

https://x.com/PatrickMoorhead/status/1945816740987797799

DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)

https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html

Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D

Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)

https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/

https://x.ai/news/government

AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579

https://x.com/PatrickMoorhead/status/1945501932270850512

https://x.com/PatrickMoorhead/status/1945502428100505736 

https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025 

AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share 

AWS is Launching an AI Agent Marketplace With Anthropic (The Decode)

https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/ 

Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode)

https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/

Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears)

https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/

CPI and PPI (Bulls and Bears)

https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html

https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true

https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/

 

Trump Firing Powell? (Bulls and Bears)

https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/

https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/

 

TSMC Earnings (Bulls and Bears)

TSMC profit surges 61% to record high fueled by AI chip demand

https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html

https://x.com/FuturumEquities/status/1944741028952707502

https://x.com/danielnewmanUV/status/1944737452150673605

https://x.com/danielnewmanUV/status/1945790790556663909

 

 On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html https://x.com/lindayaX/status/1942957094811951197

 

Apple/META/OpenAI Talent War & Exits

https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 https://x.com/danielnewmanUV/status/1942350275437813777 https://www.wired.com/story/openai-new-hires-scaling/ https://x.com/danielnewmanUV/status/1942721860166353287 https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571

 

Samsung Galaxy Unpacked

https://x.com/PatrickMoorhead/status/1942961894832152898 https://x.com/PatrickMoorhead/status/1942953058184437939 https://x.com/PatrickMoorhead/status/1942948447281455188 https://x.com/PatrickMoorhead/status/1942725650152055227 https://x.com/PatrickMoorhead/status/1942963639134375952 https://x.com/PatrickMoorhead/status/1942967272626323730

 

Groq EU Data Center

https://x.com/danielnewmanUV/status/1942400094852222989

 

Capgemini $3.3B WNS Acquisition

https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ (duplicate, but good for emphasis if you want!)

Tredence Agentic AI Playbook

https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html

Apple Perplexity Deal

https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/ https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html

Microsoft & Replit “Vibe Coding”

https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/

The Flip – NVIDIA Dominance

https://x.com/danielnewmanUV/status/1942947771738104164 https://x.com/danielnewmanUV/status/1942722398501101954

Bulls & Bears – Futurum Equities AI 15

https://x.com/danielnewmanUV/status/1942378588948623468 https://x.com/danielnewmanUV/status/1942947187278987621 https://futurumequities.com/

Bulls & Bears – NVIDIA Earnings & Trends

https://x.com/YahooFinance/status/1942546161279041868 https://x.com/YahooFinance/status/1942422381894492183 https://x.com/danielnewmanUV/status/1942550986570227807 https://x.com/danielnewmanUV/status/1942642005127127268 https://x.com/danielnewmanUV/status/1942722398501101954 https://x.com/danielnewmanUV/status/1942947771738104164 https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2

Bulls & Bears – CoreWeave Updates

https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html https://x.com/PatrickMoorhead/status/1941122315263283535

 

Bulls & Bears – SOFI Rapid Growth

https://x.com/danielnewmanUV/status/1942367641123061833 https://x.com/SoFi/status/1942569679136120996 https://x.com/danielnewmanUV/status/1942617508743368921

 

Bulls & Bears – LangChain Unicorn Round

https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/

 

Bulls & Bears – S&P 500 / Other

https://x.com/TheTranscript_/status/1942219645743718797 https://www.youtube.com/watch?v=XhOwlEyJhOg https://www.youtube.com/watch?v=j_72m2LfLwM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

Amazon’s 1 million robot milestone https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model

AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/ https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/

Intel Foundry Updates

https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/

Tesla robotaxis: Game-changing or overhyped? https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91

"Big Beautiful Bill" and economic growth https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html

Oracle's $30 billion cloud deal https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html

Robinhood and SoFi fintech success https://www.cnbc.com/2025/07/02/robinhood-stock-record.html https://x.com/danielnewmanUV/status/1940247427946357189 https://x.com/danielnewmanUV/status/1939795552738202064 https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314 https://x.com/danielnewmanUV/status/1939688148155412527

HPE-Juniper acquisition https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html

 

Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include:

 

1. Intro: Recent events, including HPE Discover and the Six Five Summit 

2. Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode)

3. Microsoft and OpenAI’s Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan’s recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode)

4. Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip)

5. Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears)

6. NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears)

7. AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)

 

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.