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Ep. 223: We are Live! Talking AWS, Apple & Microsoft, Samsung, AI, AMD & Silo, Oracle & Palantir
Manage episode 428539411 series 2645868
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
AWS Summit New York 2024
https://twitter.com/PatrickMoorhead/status/1810676779654226268
https://twitter.com/danielnewmanUV/status/1811059782033285379
https://twitter.com/danielnewmanUV/status/1811053879448215671
https://twitter.com/danielnewmanUV/status/1811061651291931120
https://twitter.com/danielnewmanUV/status/1811059273960476776
https://twitter.com/danielnewmanUV/status/1811054822583365655
https://twitter.com/danielnewmanUV/status/1811065656617345120
Samsung Galaxy Unpacked July 2024
https://twitter.com/PatrickMoorhead/status/1811031791198679116
https://twitter.com/PatrickMoorhead/status/1811030235430711653
https://twitter.com/PatrickMoorhead/status/1811027699411963991
https://twitter.com/PatrickMoorhead/status/1811026412783952060
https://twitter.com/PatrickMoorhead/status/1811024706155299010
https://twitter.com/PatrickMoorhead/status/1810279226177700335
https://twitter.com/PatrickMoorhead/status/1811044452015771985
https://twitter.com/PatrickMoorhead/status/1811041855288590436
https://twitter.com/PatrickMoorhead/status/1811038633266209089
https://twitter.com/PatrickMoorhead/status/1811037797395898691
https://twitter.com/PatrickMoorhead/status/1811035679897375059
https://twitter.com/PatrickMoorhead/status/1811033738626670624
Apple & Microsoft Leave OpenAI Board
https://www.washingtonpost.com/technology/2024/07/10/openai-board-microsoft-apple-withdraw/
https://www.bloomberg.com/news/articles/2024-07-10/microsoft-quits-openai-board-after-antitrust-scrutiny-grows
AMD Acquires Silo
https://www.forbes.com/sites/marcochiappetta/2024/07/10/amd-to-acquire-silo-ai-to-accelerate-the-companys-ai-ambitions/
https://www.investors.com/news/technology/amd-stock-chipmaker-to-buy-silo-ai/
https://www.ft.com/content/7b8d2057-2687-45b3-bae4-1488a75ac5b2
Sequoia/A16Z/Goldman Rain On The AI Parade
https://finance.yahoo.com/news/goldman-strategists-big-tech-ai-085521628.html
https://boingboing.net/2024/07/10/goldman-sachs-warns-that-ai-could-be-a-bad-investment.html
https://www.sequoiacap.com/article/ai-data-center-buildout/
https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report
Oracle & Palantir Foundry & AI Platform
https://www.oracle.com/news/announcement/oracle-and-palantir-unlock-new-innovation-in-cloud-and-ai-to-power-businesses-and-governments-around-the-world-2024-07-09/
https://finance.yahoo.com/news/oracle-orcl-partners-palantir-accelerate-121200671.html
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
117 Episoden
Manage episode 428539411 series 2645868
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
AWS Summit New York 2024
https://twitter.com/PatrickMoorhead/status/1810676779654226268
https://twitter.com/danielnewmanUV/status/1811059782033285379
https://twitter.com/danielnewmanUV/status/1811053879448215671
https://twitter.com/danielnewmanUV/status/1811061651291931120
https://twitter.com/danielnewmanUV/status/1811059273960476776
https://twitter.com/danielnewmanUV/status/1811054822583365655
https://twitter.com/danielnewmanUV/status/1811065656617345120
Samsung Galaxy Unpacked July 2024
https://twitter.com/PatrickMoorhead/status/1811031791198679116
https://twitter.com/PatrickMoorhead/status/1811030235430711653
https://twitter.com/PatrickMoorhead/status/1811027699411963991
https://twitter.com/PatrickMoorhead/status/1811026412783952060
https://twitter.com/PatrickMoorhead/status/1811024706155299010
https://twitter.com/PatrickMoorhead/status/1810279226177700335
https://twitter.com/PatrickMoorhead/status/1811044452015771985
https://twitter.com/PatrickMoorhead/status/1811041855288590436
https://twitter.com/PatrickMoorhead/status/1811038633266209089
https://twitter.com/PatrickMoorhead/status/1811037797395898691
https://twitter.com/PatrickMoorhead/status/1811035679897375059
https://twitter.com/PatrickMoorhead/status/1811033738626670624
Apple & Microsoft Leave OpenAI Board
https://www.washingtonpost.com/technology/2024/07/10/openai-board-microsoft-apple-withdraw/
https://www.bloomberg.com/news/articles/2024-07-10/microsoft-quits-openai-board-after-antitrust-scrutiny-grows
AMD Acquires Silo
https://www.forbes.com/sites/marcochiappetta/2024/07/10/amd-to-acquire-silo-ai-to-accelerate-the-companys-ai-ambitions/
https://www.investors.com/news/technology/amd-stock-chipmaker-to-buy-silo-ai/
https://www.ft.com/content/7b8d2057-2687-45b3-bae4-1488a75ac5b2
Sequoia/A16Z/Goldman Rain On The AI Parade
https://finance.yahoo.com/news/goldman-strategists-big-tech-ai-085521628.html
https://boingboing.net/2024/07/10/goldman-sachs-warns-that-ai-could-be-a-bad-investment.html
https://www.sequoiacap.com/article/ai-data-center-buildout/
https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report
Oracle & Palantir Foundry & AI Platform
https://www.oracle.com/news/announcement/oracle-and-palantir-unlock-new-innovation-in-cloud-and-ai-to-power-businesses-and-governments-around-the-world-2024-07-09/
https://finance.yahoo.com/news/oracle-orcl-partners-palantir-accelerate-121200671.html
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
117 Episoden
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