The Six Five with Patrick Moorhead and Daniel Newman

Author: 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.
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Genres: Business News, News, Tech News

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EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
Monday, 14 July, 2025

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