{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex &amp; the So-Called SaaSpocalypse","description":"The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they\u2019ve explored the full AI stack up close (models, infrastructure, healthcare\/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft\u2019s Maia 200 inference push, to NVIDIA\u2019s $2B CoreWeave bet, OpenAI\u2019s Codex closing the coding gap, the \u201cSaaSpocalypse\u201d panic, Cisco\u2019s AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready. The handpicked topics for this week are:   Inside Abu Dhabi\u2019s Full-Stack AI Play: From universities to healthcare to hyperscale infrastructure \u2014 Pat shares a firsthand perspective on how the UAE is quietly building an end-to-end AI ecosystem.   Optics, Cooling, and the Hidden AI Infrastructure Layer: Why companies like Coherent matter as much as GPUs \u2014 and how photonics, co-packaged optics, and rack-level cooling are becoming critical to scaling AI factories.   Inference Takes Center Stage: Microsoft\u2019s Maia 200 shows real progress \u2014 and why hyperscalers are building custom silicon to boost capacity, economics, and control.   NVIDIA\u2019s $2B CoreWeave Bet Circular finance or strategic genius? We unpack what NVIDIA\u2019s latest investment signals about AI factories, cloud capacity, and long-term infrastructure buildout.   Codex vs. Claude: The Coding Wars Heat Up: OpenAI closes the gap fast \u2014 and developers start hopping between tools as AI coding becomes a moving target.   The \u201cSaaSpocalypse\u201d Narrative: Is software really dead? We separate market panic from reality \u2014 and explain why SaaS won\u2019t disappear, but will never be valued the same again.   Cisco\u2019s AI Summit Reality Check: From hype to execution: what stood out from Cisco\u2019s AI Summit and why networking, security, and enterprise integration matter more than demos.   Are AI Agents Enterprise-Ready? The Flip Debates: real-world workflows vs. reliability, governance, and security \u2014 where agents work today, and where they still fall short.   Big Tech Earnings Whiplash: AWS, Google, Microsoft, Meta, NVIDIA, AMD, Palantir, and Coherent \u2014 massive CapEx, cloud acceleration, and what Wall Street is getting wrong about AI ROI. &amp;nbsp; Be sure to subscribe to The Six Five Pod so you never miss an episode. ","author_name":"The Six Five with Patrick Moorhead and Daniel Newman","author_url":"https:\/\/futurumresearch.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/40055280\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/40055280"}