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The Six Five with Patrick Moorhead and Daniel Newman

Patrick Moorhead and Daniel Newman
Artificial Intelligence
Generative AI
NVIDIA
Microsoft
Intel
Openai
IBM
Cisco
Qualcomm
Cybersecurity
Cloud Computing
AMD
AI Infrastructure
World Economic Forum
Dell Technologies
Data Centers
Apple
AWS
Lenovo
Google

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.

PublishesWeeklyEpisodes500Founded7 years ago
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Latest Episodes

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI plat... more

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings... more

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and d... more

Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billi... more

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Recent Guests

Martin Casado
General Partner at Andreessen Horowitz, focusing on infrastructure investments
Andreessen Horowitz
Episode: EP 289: Infrastructure, Capital, and the Reality of AI Scale
Jeetu Patel
President and Chief Product Officer at Cisco
Cisco
Episode: EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
Saseem Ghazi
CEO involved in significant tech deals
Synopsys
Episode: The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
Pat Gelsinger
Former CEO of Intel and Executive Chairman of Gloo
Gloo, Playground Global
Episode: EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
Jim Anderson
CEO at Coherent
Coherent
Episode: Beyond the Numbers: Jim Anderson on Coherent's Next Chapter - Six Five Media
Joel Deserve
Aspiring programmer and participant in Broadcom's mainframe vitality program
Broadcom
Episode: Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
Darren Search
CEO of Interskill, provider of online training for mainframe professionals
Interskill
Episode: Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
Vito Mabrucco
Global Chief Marketing Officer for NTT Corporation
NTT Corporation
Episode: NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media
Gagan Gulati
GM of Data Services at NetApp
NetApp
Episode: Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road

Hosts

Patrick Moorhead
Host of The Six Five with deep Moor Insights & Strategy background focusing on tech strategy and market moves.
Daniel Newman
Co-host with a Futurum Research and industry analysis background.

Reviews

4.4 out of 5 stars from 23 ratings
  • Interesting

    Let’s hope Daniel gets upgraded audio equipment for Xmas.

    Apple Podcasts
    4
    Dnord95?
    United States5 months ago
  • Stay focused on tech

    Cut the workout talk and political opinions and focus on the tech. No one cares what workout you’re doing or how great you think Trump is.

    Apple Podcasts
    1
    Pdunfey
    United Statesa year ago
  • Asian and European coverage

    Love your podcast but there are quite a few non US semiconductor worthy of coverage too: Samsung SKHynix Infineon NXP STM Tokyo electronics MediaTek UMC etc etc

    Apple Podcasts
    5
    violinissimo
    Australia4 years ago
  • Great format

    Solid experts, quick 5 minute updates on topics you didn’t know you needed to know.

    Apple Podcasts
    5
    Jdn88
    United States7 years ago
  • Fun and insightful

    Got a tip from one of our Silicon Valley based board members of Favro to check this out. Insightful, to the point, and fun.

    //Patric Palm, Favro.com CEO

    Apple Podcasts
    5
    Patric at Favro
    Sweden7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate concise, data-driven updates on AI infrastructure and chip news.
Some want broader geographic coverage beyond the US and more diverse guest input.
The banter keeps the show engaging, not just dry analysis.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#56
United States/News/Tech News
Apple Podcasts
#134
Canada/News/Tech News
Apple Podcasts
#215
United Kingdom/News/Tech News
Apple Podcasts
#79
Australia/News/Tech News
Apple Podcasts
#159
Germany/News/Tech News
Apple Podcasts
#246
Italy/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
Q: Can Oracle really challenge AWS, Azure, Google in the AI cloud era?
Patrick made a strong argument that Oracle can reach number three but not number one or two, while Daniel was skeptical about Oracle's abilities compared to established competitors.
EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
Q: What are some of your key focuses and key shifts that you're driving at Cisco?
The need for speed, scale, and innovation in product development while ensuring safety and security in AI are top priorities.
EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
Q: Will AI replace most information workers out there?
Yes, particularly in fast-moving businesses, AI is likely to replace a significant number of information worker roles due to advancements in automation and technology.
Six Five Media at Pure//Accelerate 2024 w/ CEO Charles Giancarlo
Q: How are customers responding to the announcements made at Pure Accelerate 2024?
Customers have expressed great interest, particularly regarding cyber resiliency and the capabilities of Fusion.
Six Five Media at Pure//Accelerate 2024 w/ CEO Charles Giancarlo
Q: What are the big announcements that we're focused on?
One of the big announcements is Pure Fusion, an innovative effort to make storage operate for enterprises like a cloud of storage.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Six Five

What is The Six Five about and what kind of topics does it cover?

A fast-paced tech analysis show anchored by two veteran industry analysts who dissect weekly AI, semiconductor, and enterprise infrastructure news. Episodes blend market context, strategic bets, and blunt takes on who's winning in AI, compute, and data center ecosystems, with lively banter and a preference for data-driven storytelling. Notable threads include the rise of enterprise AI adoption, PE-backed AI ventures, and the hardware-software stack needed to scale, often highlighting partnerships, licensing moves, and infrastructure bets. The format tends to favor brisk, opinionated summations over formal interviews, making it a go-to for listeners seeking clear takeaways and actionable industry signals for strategy, investment, and partner... more

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Which podcasts are similar to The Six Five?

These podcasts share a similar audience with The Six Five:

1. The Circuit
2. The a16z Show
3. Invest Like the Best with Patrick O'Shaughnessy
4. Training Data
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Six Five are there?

The Six Five launched 7 years ago and published 500 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Six Five?

Recent guests on The Six Five include:

1. Martin Casado
2. Jeetu Patel
3. Saseem Ghazi
4. Pat Gelsinger
5. Jim Anderson
6. Joel Deserve
7. Darren Search
8. Vito Mabrucco

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