A call to slow the frontier landed in a market that keeps buying compute. Frontier labs want regulatory cover; open models, custom enterprise models, and compute pricing power are quietly redrawing where the AI moat sits. @PatrickMoorhead and @danielnewmanUV break down the pacing debate, Salesforce Dreamforce updates, OpenRouter share shifts, and OpenAI's $1.2T question on Ep. 320 of The Six Five Pod. Tune in: 00:00:00 - Introduction and Milestone Celebration 00:06:20 - ‘We Must Pace the Frontier’ Essay Discussion 00:15:45 - OpenAI, Anthropic, and Google Collaboration 00:23:44 - Salesforce's Dreamforce Insights 00:33:15 - OpenAI vs Anthropic’s Market Positions and API Traffic 00:40:55 - AI Infra Summit Highlights 00:44:08 - The Flip: OpenAI's $1.2T Valuation 00:52:45 - Doomer Sell-off Flips Into a Chip Rally. 00:55:40 - Salesforce New FY30 Revenue Target 00:59:40 - Nebius’ Pricing Moves