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0:00 Intro 5:44 AI model wars: OpenAI, Google, Microsoft compete (The Decode) 14:41 Intel board shakeup: Three members stepping down (The Decode) 19:19 OpenAI's $300 billion valuation debate (The Flip) 27:00 Pat Gelsinger joins as special guest (Off The Record) 30:59 Gloo: AI-powered platform for faith ecosystem (Off The Record) 33:16 Playground Global: Investing in deep tech (Off The Record) 36:15 Intel's future and semiconductor industry challenges (Off The Record) 40:07 US semiconductor policy and economic incentives (Off The Record 42:57 AI's power consumption problem and solutions (Off The Record) Disclaimer: The Six Five Pod is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such. Follow the hosts: https://x.com/PatrickMoorhead https://x.com/danielnewmanUV Follow the guest: https://x.com/PGelsinger Follow on X: https://x.com/sixfivemedia Follow on LinkedIn: / thesixfive AI Model Wars: OpenAI, Google, Microsoft compete (The Decode) OpenAI adds 4o image generation: https://openai.com/index/introducing-... Microsoft Copilot enhancements: https://www.microsoft.com/en-us/micro... Gemini 2.5 Pro outperforms Grok-1.5 and GPT-4.5: https://x.com/lmarena_ai/status/19045... Perplexity adds search tab: https://x.com/perplexity_ai/status/19... Perplexity Agentic Search Browser “Comet” coming soon: https://x.com/perplexity_ai/status/18... Intel board shakeup: Three members stepping down (The Decode) Three Intel board members to retire: https://finance.yahoo.com/news/three-... Intel newsroom - board of directors: https://newsroom.intel.com/board-of-d... OpenAI's $300 billion valuation debate (The Flip) OpenAI close to finalizing its 40 billion Softbank-led funding: https://www.bloomberg.com/news/articl... Daniel Newman's Tweet on Apple and Nvidia: https://x.com/danielnewmanUV/status/1... Indicators point to a blockbuster IPO for CoreWeave (NVIDIA-backed, hyperscaler, ai infra): Reuters article: NVIDIA-backed CoreWeave aims to raise up to $7 billion in US IPO: https://www.reuters.com/technology/nv... The Next Platform article: CoreWeave’s 250,000-Strong GPU Fleet Undercuts the Big Clouds: https://www.nextplatform.com/2025/03/... TechCrunch article: OpenAI invested $12B in CoreWeave: https://techcrunch.com/2025/03/10/in-... Daniel Newman's Tweet on Apple and Nvidia: https://x.com/danielnewmanUV/status/1... Daniel Newman's Tweet on Nvidia and China trade: https://x.com/danielnewmanUV/status/1...