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

The Six Five with Patrick Moorhead and Daniel Newman

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