EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
Description
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
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
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