Ep. 246: We are Live! Talking Microsoft, AI Regulations, Google, Meta, Lenovo, TSMC

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Microsoft Wants to Drive Enterprise Trial With Copilot Chat

https://x.com/PatrickMoorhead/status/1879597031024677133

https://x.com/PatrickMoorhead/status/1879241736339226809

https://x.com/danielnewmanUV/status/1879549528518349233

https://www.cnbc.com/2025/01/15/microsoft-launches-consumption-based-microsoft-365-copilot-chat.html

https://www.theverge.com/2025/1/15/24344214/microsoft-365-copilot-chat-agents-pricing-availability

https://www.microsoft.com/en-us/microsoft-365/blog/2025/01/15/copilot-for-all-introducing-microsoft-365-copilot-chat/

Biden Leaves Trump an AI Regulation Love Note

https://x.com/PatrickMoorhead/status/1879199517305643304

https://x.com/PatrickMoorhead/status/1878811851863240803

https://x.com/PatrickMoorhead/status/1878785441073180961

https://x.com/PatrickMoorhead/status/1878809410732208267

https://x.com/PatrickMoorhead/status/1878810280173445493

https://x.com/danielnewmanUV/status/1878785161019420720

https://apnews.com/article/biden-ai-artificial-intelligence-chips-computer-trade-4495b5b4a48e856dc612e7abe3e47d20

https://www.nytimes.com/2025/01/13/us/politics/biden-administration-rules-artificial-intelligence.html

UK Leads in Antitrust Innovation, This Time With Google

https://x.com/PatrickMoorhead/status/1879199517305643304

https://www.yahoo.com/tech/uk-opens-antitrust-investigation-into-googles-search-practices-140002739.html

https://www.wsj.com/tech/google-comes-under-u-k-investigation-over-search-services-56669488

https://www.reuters.com/technology/uks-antitrust-regulator-investigate-googles-search-services-2025-01-14/

Meta Lays Off Low Performers - World Shrieks

https://x.com/danielnewmanUV/status/1879935527463375325

https://www.cnbc.com/2025/01/14/meta-targeting-lowest-performing-employees-in-latest-round-of-layoffs.html

https://www.forbes.com/sites/chriswestfall/2025/01/16/leaked-zuckerberg-memo-warns-of-meta-layoffs-and-intense-year-ahead/

Will Lenovo’s Infinidat Drive Enterprise Value?

https://x.com/MattKimball_MIS/status/1879895270961369271

https://news.lenovo.com/pressroom/press-releases/lenovo-to-acquire-infinidat-further-expanding-enterprise-storage-portfolio/

https://www.forbes.com/sites/moorinsights/2025/01/16/lenovos-acquisition-of-infinidat-what-are-the-likely-impacts/

https://www.calcalistech.com/ctechnews/article/hktw5qup1g

Why World Isn’t Bored with TSMC Earnings

https://x.com/danielnewmanUV/status/1879875752193151155

https://x.com/danielnewmanUV/status/1879892831252488689

https://pr.tsmc.com/english/news/3201

https://finance.yahoo.com/news/tsmc-profit-beats-estimates-rapid-053439748.html

https://www.barrons.com/articles/tsmc-taiwan-semi-earnings-stock-price-3e48b96c

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.