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The Six Five with Patrick Moorhead and Daniel NewmanAuthor: Patrick Moorhead and Daniel Newman
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. Language: en Genres: Business News, News, Tech News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech's Stock Market Rollercoaster
Monday, 27 October, 2025
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: AI and Tech Industry Updates: OpenAI launches a new browser called Atlas. AWS experiences significant outages affecting half of the Internet. Google announces a quantum breakthrough and deals with Anthropic. 800 public figures call for a superintelligence ban. Earnings Reports and Market Analysis: Tech's latest earnings season begins. Hosts discuss IBM, Intel, Tesla, SAP, and T-Mobile earnings. OpenAI's Atlas Browser: Pat & Dan compare the new tool to existing browser capabilities and reflect on its potential impact on Google's market dominance. They discuss the broader integration of AI-powered features in the browsing experience. AWS Outage and Infrastructure Resilience: A look at the impact on various services and applications. The hosts underscore the importance of redundancy and multi-cloud strategies, and break down AWS's handling of the situation and communication. Quantum Computing Developments: Looking at Google's Quantum Echoes algorithm breakthrough on the Willow chip. Plus, the potential applications in drug discovery and material science, and government interest in quantum investments. AI Ethics and Regulation: Public figures are urging for a superintelligence ban. Pat & Dan debate the feasibility and necessity of AI regulation, along with the societal implications of advanced AI development. Tech Earnings Deep Dive: IBM's enterprise AI and modernization focus. Intel's foundry progress and market performance. Tesla's narrative shift from cars to AI and robotics. SAP's cloud transition and AI integration, and T-Mobile's operational success and leadership changes. Industry Trends and Future Outlook: A high-level recap on AI integration in enterprise solutions, quantum computing's potential impact on various industries, and the evolving narrative around tech companies beyond traditional metrics. 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.
