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EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
Manage episode 511532040 series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 Developments and Industry News: Recent AI deals going down, including Meta's $14 Billion infrastructure deal with CoreWeave and another deal between CoreWeave and OpenAI totaling $6 Billion.
Hyperscaler Strategies and Investments: Hosts analyze Meta's investments in AI infrastructure and capacity expansion and discuss hyperscalers' efforts to build their own AI chips versus using merchant solutions.
Microsoft's Commercial Focus: Microsoft appoints Judson Altoff as commercial CEO to emphasize AI in business applications. This move is interpreted as Microsoft's strategy to lead in enterprise software transformation.
Chip Manufacturing and Policy: A discussion on the feasibility of achieving 50% local chip manufacturing in the US and an analysis of the administration's efforts to increase domestic semiconductor production.
Custom vs. Merchant AI Chips Debate: Patrick argues for going all-in on merchant infrastructure for time-to-market advantages. Daniel counters, advocating for hyperscalers to develop custom chips for long-term control and profitability.
Economic and Political Landscape: A discussion on the recent US government shutdown and its immediate impacts. Hosts analyze the recent job market data, including its reliability and the potential effects of AI on employment.
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.
119 episodes
Share
Manage episode 511532040 series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 Developments and Industry News: Recent AI deals going down, including Meta's $14 Billion infrastructure deal with CoreWeave and another deal between CoreWeave and OpenAI totaling $6 Billion.
Hyperscaler Strategies and Investments: Hosts analyze Meta's investments in AI infrastructure and capacity expansion and discuss hyperscalers' efforts to build their own AI chips versus using merchant solutions.
Microsoft's Commercial Focus: Microsoft appoints Judson Altoff as commercial CEO to emphasize AI in business applications. This move is interpreted as Microsoft's strategy to lead in enterprise software transformation.
Chip Manufacturing and Policy: A discussion on the feasibility of achieving 50% local chip manufacturing in the US and an analysis of the administration's efforts to increase domestic semiconductor production.
Custom vs. Merchant AI Chips Debate: Patrick argues for going all-in on merchant infrastructure for time-to-market advantages. Daniel counters, advocating for hyperscalers to develop custom chips for long-term control and profitability.
Economic and Political Landscape: A discussion on the recent US government shutdown and its immediate impacts. Hosts analyze the recent job market data, including its reliability and the potential effects of AI on employment.
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.
119 episodes
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Similar to The Six Five with Patrick Moorhead and Daniel Newman
The avforums podcast brings you the latest tech, movie and gaming news, plus special features, interviews and show reports from the world of audio visual home entertainment
…
continue reading
The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
…
continue reading
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
…
continue reading
FRONTLINE Editor-in-Chief and Executive Producer Raney Aronson-Rath sits down with journalists and filmmakers for probing conversations about the investigative journalism that drives each FRONTLINE documentary and the stories that shape our time. Produced at FRONTLINE’s headquarters at GBH and powered by PRX. The FRONTLINE Dispatch is made possible by the Abrams Foundation Journalism Initiative.
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
…
continue reading
Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English. Part of the Vox Media Podcast Network.
…
continue reading
He was born Hamish Watson, a surfie dude from Sydney – but he could morph into whatever you needed him to be. Hamish is due to be sentenced to jail in early 2019 for swindling a handful of victims out of more than $7m. But these crimes are just the final pages in a resume too thick to staple; for decades he’s duped victims in the US, Canada, Britain, Hong Kong and Australia. How did he do it? How did he evade authorities around the world for so long and what’s he done with all those tens of ...
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
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