This week on The Six Five Pod Ep. 324: @Meta and @Google rejoined the frontier race with Muse Wonder and Gemini 4 Argon. @Microsoft committed to Maia 300 as its future primary inference platform. @Apple and Meta teamed up on Muse Spark Open. And CPI, PPI, and a @CoreWeave debt scare sent AI stocks into a midweek selloff. @PatrickMoorhead and @danielnewmanUV cover it all. $META $GOOGL $NVDA $MSFT $AMAT $AMD $AAPL $CRWV $ASML $TSM Tune in: 00:00:00 - Intro 00:02:25 - Week Preview: Rates, New Models, Microsoft’s Chip, and Applied Materials’ EPIC 00:06:28 - Meta, Google and NVIDIA Advance Agent Models, With Reliability Still Uneven 00:12:20 - Microsoft’s Maia 300 Makes Custom Silicon Central to Its Inference Strategy 00:16:19 - Maia’s Memory, Third-Gen Silicon, and Microsoft’s Self-Funded Buildout 00:18:05 - Applied Materials’ EPIC Brings Chip R&D Teams Together to Shorten Development 00:25:01 - OCP: AMD, NVIDIA and Cisco Shift the AI Race to Rack-Scale Systems 00:32:30 - Apple and Meta Bring Large Open-Weight Agents to the Mac Desktop 00:42:25 - The Flip: Are AI Leaderboard Rankings Becoming More Useful to Vendors Than to Enterprise Buyers? 00:49:40 - CPI/PPI Revive Rate-Hike Fears and Pressure the AI Trade 00:55:12 - Anthropic’s Investor Event Puts Growth and Adjusted Profitability Under Scrutiny