EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

Update: 2025-07-28

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:

Trump aims to get rid of AI regulations in a push to win the AI race (The Decode)

https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations

https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race

Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)

https://x.com/PatrickMoorhead/status/1947644571627757683

https://x.com/PatrickMoorhead/status/1948044849858437209

https://x.com/PatrickMoorhead/status/1948045885939531813

https://x.com/PatrickMoorhead/status/1948063418696511930

https://x.com/PatrickMoorhead/status/1948057960636158019

https://x.com/danielnewmanUV/status/1948059191182045549

https://x.com/PatrickMoorhead/status/1948116469612527820

Pat on Yahoo Finance breaking the event down

https://x.com/PatrickMoorhead/status/1948547645011525860

https://www.cnbc.com/2025/07/26/china-ai-action-plan.html

US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode)

https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/

https://x.com/PatrickMoorhead/status/1949535107288801287

https://x.com/danielnewmanUV/status/1949534884655145434

US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode)

https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/

https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/

Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears)

https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us

Earnings Season (Bulls and Bears)

Tesla Earnings

https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html

https://x.com/danielnewmanUV/status/1948525488936484961

IBM Q2 Earnings

https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html

Alphabet Inc. - Q2 2025

https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html

https://x.com/danielnewmanUV/status/1947371163526570418

https://x.com/danielnewmanUV/status/1947724737813107160

T-Mobile US - Q2 2025 Earnings

https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html

ServiceNow Q2 2025

https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html

https://x.com/PatrickMoorhead/status/1947726458891141274

https://x.com/danielnewmanUV/status/1947712998501462422

Intel - Q2 2025 Earnings

https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html

TSMC - Trillion Dollar Market Cap (Bulls and Bears)

https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor

Comments

In Channel

EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race

2025-10-2001:02:48

EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players

2025-10-1301:00:15

EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

2025-10-0651:10

EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint

2025-09-2948:07

EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates

2025-09-2201:02:44

EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge

2025-09-1557:57

EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy

2025-09-0858:50

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

2025-09-0101:04:26

EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility

2025-08-2501:01:20

EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts

2025-08-1801:19:49

EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption

2025-08-1101:13:46

The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing

2025-08-0401:07:04

EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

2025-07-2857:04

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals

2025-07-2101:02:16

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

2025-07-1450:39

EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge

2025-07-0701:08:48

EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race

2025-06-3001:01:36

EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

2025-06-0954:41

EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch

2025-06-0201:10:38

EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech

2025-05-2601:10:34

00:00

EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

#box-pro-ellipsis-17610303552832{-webkit-line-clamp:2;}EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution