6Pages Market Shifts
By: 6Pages
Language: en-us
Categories: Business, Management, Investing
Make better and faster decisions in response to far-reaching market shifts in business and technology. Featuring content from our 6Pages subscription service, a new kind of market intelligence for professional decision-makers. Learn more and sign up for free summaries of our deeply researched briefs on 6Pages.com.
Episodes
3 Shifts Edition (Jan 9 2026): 2026 IPO filings have begun, The new class of stablecoin-based neobanks, TPUs & custom AI chips will be a big category
Jan 10, 2026Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
Our last edition before the holidays looked at the coming surge in IPOs, with a backlog that Barclays said going into 2026 was the “largest we've seen in over four years – and growing.” Now, just a little over a week into 2026, the IPO filings have begun.
Next, there’s a wave of stablecoin-based neobanks emerging from the momentum of the GENIUS Act. Some of them already hold or are pursuing banking licenses, while others are just front-ends sitting on...
Duration: 00:35:353 Shifts Edition (Dec 19 2025): Trump’s order reclassifying marijuana, IPOs are surging, Memory-chip shortages & higher prices
Dec 19, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, President Trump just signed an executive order to reclassify marijuana from Schedule I to Schedule III. The move will change the game for medical access, research, and cannabis-business tax deductions, although it stops well short of full legalization.
Next, IPOs are surging, with 2025’s $75B haul blowing past last year and 2026 looking stacked with mega-deals. SpaceX, Anthropic, Fannie Mae and Freddie Mac, and possibly OpenAI are circling the runway, while many others are quietly making their preparations.
3 Shifts Edition (Dec 12 2025): Trump's order on national AI regulation, Bans on minors using social media, Geothermal quietly gains more steam
Dec 13, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump just signed an executive order that sets a course for a national AI policy framework (vs. the growing patchwork of state AI laws). Until federal laws are passed that preempt state laws, however, state-level fragmentation will be discouraged using DOJ litigation and federal funding.
Next, Australia is now the first country to enforce a nationwide ban on social-media accounts for children under 16. With legislation brewing in multiple countries and US states, this could signal a sea-change in the us...
Duration: 00:41:563 Shifts Edition (Dec 5 2025): China’s AI & what it means for mfg costs, Netflix's $83B deal for WBD studios & HBO Max, Energy storage's quiet build-out
Dec 06, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, China’s AI progress is being deployed in manufacturing systems, with some dramatic cost reductions being reported. Chinese open models’ share of downloads has overtaken US open models, and industry watchers are calling China’s models “palpably close to the frontier.”
Next, Netflix’s $83B deal to buy WBD’s libraries, studios, and HBO Max is shaking up the entertainment industry. It’s a big swing – if it can clear regulators. For Netflix, it could juice its core subscription and ad businesses, a...
Duration: 00:30:233 Shifts Edition (Nov 21 2025): Gemini 3 and Google’s progress, AI is going industrial, Managing agents like employees
Nov 22, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Gemini 3 marks a real turning point for Google, which is clearly the AI player to beat right now. The new flagship model is strongly topping leaderboards for Text, Vision, and WebDev, rolling out on Day 1 in the Gemini app and Search (at least for subscribers).
Next, AI is going industrial – and Jeff Bezos is back in a CEO seat. Project Prometheus aims to bring AI to engineering and manufacturing in industries such as computers, airplanes, and cars. AI is reac...
Duration: 00:41:583 Shifts Edition (Nov 14 2025): Are rewards cards going away?, OpenAI's faster GPT-5.1, Teradar's cheaper lidar
Nov 15, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Visa and Mastercard have proposed a sweeping settlement that could upend credit-card rewards as we know them. The $38B deal would let merchants refuse premium rewards cards and allow them to tack on card-specific surcharges.
Next, OpenAI dropped a faster and more conversational GPT-5.1, with adaptive reasoning that can assess the complexity of a query and allocate an appropriate amount of processing time to generating a response. The feedback seems to be markedly positive among developers.
...
Duration: 00:33:543 Shifts Edition (Nov 7 2025): What's up with prediction markets, Brokerages offering private shares, Trump's deal on weight-loss drugs
Nov 08, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, prediction markets are heating up fast, with trading volumes now topping $2B weekly and a dizzying web of brokerages, exchanges, and crypto and sports-betting players jumping in. Kalshi and Polymarket are leading in a race that’s set to reshape more than one market.
Next, big brokerages are pulling open the door to private assets. Schwab is acquiring Forge Global, and Morgan Stanley is buying EquityZen – two of the leading marketplaces for pre-IPO shares. Democratizing access can’t really happen t...
Duration: 00:31:553 Shifts Edition (Oct 31 2025): All of these white-collar layoffs, What OpenAI's conversion will mean, Stablecoin payments pick up steam
Oct 31, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, there’s been a steady stream of white-collar layoff announcements from companies like Amazon, Meta, YouTube, Goldman Sachs, and Target. If we dig down, however, into why these companies are laying off white-collar workers, the rationales are nuanced.
Next, OpenAI has officially completed its for-profit conversion. One of the most notable ramifications of the conversion is that it will allow OpenAI to go public, in an IPO that some believe could value the company at up to $1T.
3 Shifts Edition (Oct 24 2025): AI web browsers will be the norm, Are Amazon warehouses going mostly robotic?, China's new 5-year economic blueprint
Oct 25, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, AI web browsers are officially a thing. This week saw the long-awaited debut of OpenAI’s ChatGPT Atlas browser, followed quickly by Microsoft’s “Copilot Mode” in Edge. That’s on top of recent launches from Google, Anthropic, Perplexity, Opera, and others. The browser is fast becoming the new battleground for data, distribution, and user trust.
Next, Amazon is aiming to automate 75% of its warehouse operations, and plans to roll out the template of its Shreveport robotic facility to 40 more warehou...
Duration: 00:36:533 Shifts Edition (Oct 17 2025): The expanding retail-trading boom, OpenAI’s crafty deal-making in chips, DTC menopause treatments are here
Oct 18, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, retail trading has hit an inflection point – and this time it’s not just meme stocks. For the first time, a majority (54%) of working-class Americans earning $30K-$80K hold taxable investment accounts – with more than half of those entering the market within the past 5 years.
Next, OpenAI is stacking up chip deals – signing big agreements with Oracle, Nvidia, CoreWeave, SK Hynix, Samsung, AMD, and Broadcom, and this wave isn’t even done. Sam Altman is getting chipmakers to fund his chips, a...
Duration: 00:34:463 Shifts Edition (Oct 3 2025): Apps can use Apple’s local AI model, Stripe's stablecoin issuance platform, OpenAI's Sora social app
Oct 03, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Apple is letting developers use its local AI model for free, and the app updates are rolling in fast. The model may be just 3B parameters but it runs locally, preserves privacy, and, most importantly, costs nothing, which is hard to beat.
Next, Stripe just launched a new stablecoin issuance platform, letting any business spin up its own USD-backed coin with just a few lines of code. The move into stablecoin is about “speed, coverage, and cost improvements,” particularly for cr...
Duration: 00:31:193 Shifts Edition (Sep 26 2025): The $100K H-1B visa, The US deal for TikTok, Amazon will deliver its rivals’ orders
Sep 26, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump’s $100K H-1B visa has companies and workers scrambling. While the $100K fee won’t apply to renewals or existing H-1B holders, the administration is signaling that H-1Bs will be fewer, more expensive, and skewed toward higher-paid roles.
Next, the US deal for TikTok looks like it’s actually happening. Under Trump’s executive order, TikTok US will spin off into a JV with majority-US ownership and board. Oracle will play a major role in hosting th...
Duration: 00:40:463 Shifts Edition (Sep 19 2025): Google’s Gemini edges ahead, GLP-1 drugs in pill form, TV ads become like digital ads
Sep 19, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Google’s Gemini elbowed past ChatGPT to become the #1 app in Apple’s App Store globally, boosted by the viral breakout of the Nano Banana image-editing model. Google is lately intent on expanding Gemini’s distribution, with integrations into Chrome, likely Siri, and more.
Next, the first pill-based GLP-1 treatments for weight loss could be on the market by next year, with Novo Nordisk and Eli Lilly leading the way. These pill versions could open up the market by being mo...
Duration: 00:34:333 Shifts Edition (Sep 12 2025): Copy trading & Robinhood Social, An open standard for licensing content, SpaceX buys $17B in spectrum
Sep 13, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Robinhood is aiming to be a financial superapp with the launch of Robinhood Social. The social network’s idea generation and signal-to-noise ratio will rely on Robinhood’s ability to verify profile identities through KYC and validate traders’ real performance
Next, a coalition of publishers, social platforms, and CDNs is backing the open RSL Standard for AI-era content licensing. The protocol uses the robots.txt file to define machine-readable terms for licensing, usage, and compensation for AI crawlers and agents.<...
Duration: 00:30:153 Shifts Edition (Sep 5 2025): Google's search antitrust remedies, GEO is the new SEO for AI, Uber & Lyft's deal to let drivers unionize
Sep 05, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, remedies in the Google search antitrust case have dropped – and Google has come out relatively unscathed. While Google is barred from exclusive distribution agreements and tying its products, it will not have to divest Chrome or Android.
Next, businesses are shifting focus away from SEO and towards GEO (generative-engine optimization). AI referrals are surging and companies are racing to optimize for the post-search era. Read this one if you’re wondering how to get your business noticed by AI chatbo...
Duration: 00:22:413 Shifts Edition (Aug 29 2025): A marked shift in Fed policy, The bifurcation of entry-level jobs, AI players circle the browser
Aug 30, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, the Fed signaled a policy shift last week, with Powell framing a recalibration of the Fed’s inflation strategy away from prolonged overshoots over 2%, while hinting at a rate cut. Powell is giving with one hand but providing the Fed with cover to take it back if needed.
Next, recent reports are indicating a bifurcation among entry-level jobs – with both winners and losers. The difference appears to come down to whether AI is automating human work or helping humans do the...
Duration: 00:50:203 Shifts Edition (Aug 22 2025): Google's AI for the home and on the go, How hackers are now using AI, The up-and-coming Chinese agentic startup Manus
Aug 22, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Google’s new Gemini-powered hardware is tempting iPhone users to cross over. Gemini for Home is a major smart-home upgrade, and the Pixel 10’s “Magic Cue” proactive surfacing of relevant information is painting a picture of what ambient, pervasive AI will look like.
Next, hackers are rebuilding the business operations of cybercrime around AI. AI tools purchased on the dark web are letting hackers spin up “nearly perfect replicas of legitimate sites in just minutes.” It’s an AI-fueled arms race where t...
Duration: 00:25:303 Shifts Edition (Aug 15 2025): Amazon expands same-day grocery delivery, Trump cuts space-industry regulation, The problem with AI connectors
Aug 16, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Amazon is expanding same-day fresh grocery delivery to 1,000+ cities, with plans to more than double that by end of 2025. With Prime members now able to get groceries delivered within hours for free, Walmart and other rivals’ stock prices have tumbled in the wake.
Next, Trump signed a new executive order aiming to reduce regulatory barriers for the commercial space industry. This will mean streamlining license and permit approvals for US operators – which could pull forward mission schedules for commercial launch...
Duration: 00:18:203 Shifts Edition (Aug 8 2025): OpenAI unveils GPT-5 & open LLMs, ElevenLabs & legal AI-generated music, DeepMind's real-time world model
Aug 08, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, OpenAI dropped GPT-5 this week, along with its first open-weight models in a long while. While GPT-5 might be the best all-around model (or hybrid “unified” system) today, the open gpt-oss family – which can be downloaded for free, customized, and run on a laptop or phone at low cost – might be even more exciting.
Next, ElevenLabs revealed Eleven Music, a text-to-music generator that can produce studio-quality tracks that will be cleared for commercial use. It has deals with Merlin and Kobalt...
Duration: 00:21:373 Shifts Edition (Aug 1 2025): Enterprises prefer Anthropic vs. OpenAI, EPA begins its repeal of the endangerment finding, Is autonomous trucking almost here?
Aug 02, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, enterprises now prefer Anthropic’s Claude over OpenAI, according to Menlo Ventures. Anthropic is the new leader in enterprise AI with 32% of the market (in compute), while OpenAI’s share has fallen from 50% to 25% in just over a year and a half.
Next, the EPA has formally begun its repeal of the 2009 “endangerment finding” – the legal basis for regulating greenhouse-gas emissions in the US. The EPA’s proposal would also rescind all GHG emission standards for new motor vehicles and engines in...
Duration: 00:21:043 Shifts Edition (Jul 25 2025): Smart jewelry is back in style, Uber and Lyft riders get more choices, Lab-cultured pork fat gets approval
Jul 25, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, smart jewelry is suddenly one of the hottest fronts in the AI device race. Amazon just acquired Bee’s always-listening bracelet, Meta is working on gesture-control wristbands, Samsung is exploring more smart jewelry, and OpenAI’s hardware team (led by Jony Ive) is working on a new form factor altogether.
Next, Uber and Lyft are adding new ways for riders to customize their ride, from opting for female drivers to favoriting and blocking drivers. The features signal a broader shift...
Duration: 00:17:473 Shifts Edition (Jul 18 2025): AI takes aim at financial analysts, Stablecoins and the GENIUS Act, The problem of rare-earth shortages
Jul 19, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, AI is taking aim at financial analysts. Anthropic’s Claude for Financial Services can analyze market data, build DCF models, and generate investor decks – complete with on-brand deliverables – while OpenAI’s “ChatGPT agent” can conduct research and build spreadsheets and decks while you’re out to lunch. Junior roles may be the first to feel the squeeze.
Next, the GENIUS Act was just signed into law, becoming the first federal regulatory framework for USD-pegged stablecoins. The bill clears the way for banks, f...
Duration: 00:25:483 Shifts Edition (Jul 11 2025): Copyrights and AI training data, Robots take hold in warehousing, The US push for more nuclear plants
Jul 12, 2025Hi everyone – we’re back! Much has happened in the world of market shifts while we were on hiatus, so much that we even considered making this a “17 shifts” catch-up edition. In lieu of that, we have a longer-than-usual “cutting room floor” at the bottom of our edition – make sure to take a look.
First up, US courts are beginning to clear the fog around AI training as fair use. Two major rulings say AI training is transformative, settling a major question. However, they still leave the doors open for lawsuits over pirated data, regurgitation...
Duration: 00:21:073 Shifts Edition (Jun 13 2025): Shrinkages in the US labor market, Scale AI and Meta's $15B investment, Deep-sea desalination
Jun 13, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, the US labor market is shrinking in ways that feel more structural than cyclical, with a declining employment-population ratio and businesses seeking “headcount-less growth.” So far it’s mostly “small cracks” but between immigration policy and automation, we’re looking at a labor market in transition – and the landing may not be soft.
Next, Meta just bet $14.3B on data-labeling startup Scale AI and its CEO Alexandr Wang, securing a 49% stake. With 240K+ taskers and 100K+ domain experts churning out training dat...
Duration: 00:34:543 Shifts Edition (Jun 6 2025): Mary Meeker’s newest trends report, AI’s hunt for distribution partners, Rewriting legacy codebases with AI
Jun 06, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Mary Meeker is back with another 300+ slide deck, her first Trends report since 2019 – this one focused on AI. We highlight what we consider to be the most interesting themes – and we did it by actually reading the deck and writing the brief (vs. running it through AI).
Next, AI players are racing to ink distribution deals, with social platforms and smartphone makers hoping to play kingmaker. Elon Musk’s xAI will reportedly pay out $300M to Telegram for a Grok int...
Duration: 00:44:283 Shifts Edition (May 30 2025): California may lose its emissions waivers, App stores will need to verify ages, “Vibe coding” and personal apps
May 31, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, California’s longtime leadership on climate regulation may be coming to an end. Congress just voted to revoke California’s emissions waivers, in a move set to nullify the state’s authority to enforce stricter-than-federal vehicle standards – a power it’s held since 1967.
Next, Texas passed a new law requiring app stores to verify user ages, which means Apple and Google are likely to carry the costs – and liability – of age verification. App stores are becoming the key choke points for polic...
Duration: 00:33:083 Shifts Edition (May 23 2025): AI slop and its farmers, CRISPR therapies for individuals, Xiaomi's 3nm mobile chip
May 24, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, AI slop is spreading like kudzu and it’s more than just annoying spam – it’s a threat to online ecosystems as we know them. From YouTube channels to Pinterest recipes to Spotify playlists, slop farmers are exploiting AI’s ability to generate content cheaply and en masse.
Next, patient-specific CRISPR gene-editing is here. In a medical first, doctors used base-editing CRISPR to treat a baby with a rare and usually fatal disorder. The customized therapy received accelerated regulatory approval a...
Duration: 00:26:223 Shifts Edition (May 16 2025): The rise of APIs for AI web search, Crypto's regulatory barriers come down, The Airbnb of services
May 16, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, we delve into the rise of APIs for AI web search, with Anthropic recently joining Google, Perplexity, OpenAI, and others in releasing a product. It’s looking like AI search will soon be broadly distributed across 3rd-party applications and websites.
Next, crypto’s regulatory barriers are coming down, with the OCC, Fed, and FDIC rescinding restrictions and pulling back on enforcement efforts. Banks can engage in crypto activity more freely and without advance notice – including providing banking services to crypto b...
Duration: 00:21:333 Shifts Edition (May 9 2025): What Apple's payments ruling means, Card networks open up to AI agents, Multi-agent AI systems are live
May 09, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, a federal judge laid down the hammer on Apple last week for “willful violation” of her 2021 injunction. Developers like Spotify, Amazon, and Patreon are now moving quickly to cut Apple out of transactions, now that Apple can’t charge commissions on off-app purchases.
Next, Visa and Mastercard are opening up their networks to AI agents, with new tools for secure, tokenized payments by AI agents on behalf of users as well as “personalization signals” based on spend data. The card giants...
Duration: 00:33:483 Shifts Edition (May 2 2025): The flurry around robotaxis, AI players inch towards ads, Interpretability & how AI models think
May 02, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. We’re opening this one up to everyone because of the importance of some of these topics. Feel free to forward and share.
First, Waymo is pulling away in the robotaxi race with now 250K+ paid robotaxi rides per week, amid a flurry of industry activity and Tesla in hot pursuit. If Waymo is not just better and safer but also getting better and safer faster, its leadership may already be sealed.
Next, OpenAI is rolling out shopping in ChatGPT, as it...
Duration: 00:38:563 Shifts Edition (Apr 25 2025): Restarting student loan collections, Protein snacks and everything, The problem with AI benchmarks
Apr 26, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, the US government is restarting student loan collections, with garnishment of wages, social-security benefits, and tax refunds all back on the table starting May 5. Borrowers avoiding their loan balances might want to check their mail – and maybe their blood pressure too.
Next, protein is taking over everything we eat, from popcorn to ice cream to your morning coffee. With weight-loss drugs booming and muscle-mass preservation suddenly a national hobby, the $24B protein-snack market is exploding.
Fina...
Duration: 00:22:303 Shifts Edition (Apr 18 2025): The growth of AI big tech, What’s coming back to the US, DHgate & factory-direct shopping
Apr 19, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, OpenAI is on its way to becoming the next consumer big tech giant, with ChatGPT surging to 800M+ weekly users. Both OpenAI and Anthropic are chasing power users with $200/month tiers but the real story might be what’s happening on the free end of freemium.
Next, manufacturing in certain sectors may be coming back to the US, although numbers are inflated and not every sector will come back easily. Still, some of these investments reflect a new world orde...
Duration: 00:32:423 Shifts Edition (Apr 11 2025): The tariff rollercoaster and China, Navigating the de minimis closure, Google Workspace’s automation flows
Apr 12, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump’s tariff rollercoaster is giving the markets whiplash, with a surprise 90-day pause on most “reciprocal” tariffs alongside a major hike on China. The S&P 500 bounced, the dollar sank, and 10-year Treasury yields surged, leaving some wondering if bond traders (or China) are casting votes of no confidence.
Next, the de minimis loophole is seeing its endgame, leaving low-cost ecommerce players like Shein and Temu scrambling. With duties of 120% or $100-200 per shipment coming soon, that $3 phone case is...
Duration: 00:24:313 Shifts Edition (Apr 4 2025): Blanket tariffs and the auto industry, Amazon becomes a full-fledged studio, Instacart maps store shelves
Apr 04, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump’s blanket tariffs are crashing the economy, with nearly all major US trading partners hit with new levies. Some, like the EU, China, and Vietnam, are facing eye-popping 20-65%+ rates. The 25% auto tariffs are now live too, sending car prices higher.
Next, Amazon is going full Hollywood, announcing plans at CinemaCon to release 15 big-screen films per year. Amazon sees theatrical as both a prestige play to lure in creatives as well as advance marketing for later streaming releases (with...
Duration: 00:27:543 Shifts Edition (Mar 28 2025): OpenAI and advanced image generation, Europe's defense mobilization, China’s commercial space industry
Mar 28, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, OpenAI’s new image-generation feature is shockingly useful. It will actually follow the user’s direction as you iterate on a piece of work – instead of having to continually spin the roulette wheel and hope it spits out something useful.
Next, Europe is finally serious on defense – with Germany, France, and the broader EU rolling out big spending packages in response to Trump’s reorientation and Russia’s looming shadow. The reshaping of the US-EU relationship is having unforeseen consequences...
Duration: 00:24:323 Shifts Edition (Mar 21 2025): Amazon gets ambitious, The EPA’s regulation rollback begins, BYD EVs can charge 400 km in 5 min
Mar 22, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Amazon is making big moves on multiple fronts, from its own reasoning model to slashing prices on chips to a supercharged Alexa to challenges to Google’s cross-site ad-buying platform. After a stretch of cost-cutting, Amazon is planning a $100B capex budget for 2025 that will outpace all of its rivals. Is this a comeback arc?
Next, the EPA’s regulation rollback has officially kicked off, with 31 actions starting to unwind rules on power plants, oil and gas, vehicles, pollutants standa...
Duration: 00:25:293 Shifts Edition (Mar 14 2025): Is this a surge in M&A?, AI’s inevitability in ad-buying, Trump’s revival of US shipbuilding
Mar 15, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, 2025 is finally showing nascent signs of a more full-throttled comeback for M&A, after years of sluggish activity. With examples like Rocket snapping up Redfin and Unilever shedding €1B in brands, dealmaking seems to be warming up. A looser antitrust stance under the Trump administration and AI-driven acquisitions are fueling the momentum.
Next, AI is taking over ad-buying, automating everything from audience targeting to ad placement. Meta, Google, TikTok, and others have rolled out end-to-end AI tools, and marketers are...
Duration: 00:16:563 Shifts Edition (Mar 7 2025): 25% tariffs on Canada & Mexico, The body blow to federal consulting, Google’s crackdown on search manipulation
Mar 07, 2025Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump’s 25% tariffs on North American allies have taken effect – at least for the 62% of the imports from Canada and 50% of the imports from Mexico that remain exposed after the recent amendments. Canada has fired back with tariffs on $30B CAD worth of US goods, and Mexico is expected to announce its own countermeasures on Sunday.
Next, federal consulting firms are facing a crisis, with the Trump administration’s cost-cutting spree targeting billions in contracts. Big names like Deloitte, Accentur...
Duration: 00:28:423 Shifts Edition (Feb 28 2025): The growth of TikTok Shop, When will humanoid robots be useful?, Distributed networks of GPUs
Mar 01, 2025Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
First, TikTok Shop is seeing significant growth in the US – with 153% year-over-year growth, far outpacing rivals like Shein and Temu. Despite uncertainty around TikTok’s future in the US, the platform’s shoppable videos, live-selling, and branded stores are making their mark on social commerce.
Next, AI is accelerating progress in humanoid robots – making them more versatile, capable, and trainable via imitation learning. Meta, Tesla, Nvidia, and OpenAI are all making moves, signaling that we could be approaching the ChatGPT moment for physical A...
Duration: 00:31:573 Shifts Edition (Feb 21 2025): xAI’s Grok 3 is highly performant, Arm will make its own chips, China’s breakneck pace in biotech
Feb 22, 2025Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. When selecting the 3 market shifts that you should know about every week, our 6Pages team typically looks for shifts that aren’t just big but also have an element of being surprising. That certainly fit the bill this week.
Our first Shift explores Elon Musk’s xAI and the progress of its Grok models. Grok 3, which was just introduced, is currently placed #1 on the Chatbot Arena leaderboard – outperforming most of the other players (although not OpenAI’s o3, which has not been released).
Next, CPU...
Duration: 00:17:373 Shifts Edition (Feb 14 2025): The fight against “forever chemicals”, Tech unemployment reaches 5.7%, “Deep research” tools everywhere
Feb 15, 2025Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift delves into the growing sentiment against “forever chemicals” – known as PFAS – among policymakers and consumers. Recent months have seen state-level bans of products with PFAS as well as a wave of new PFAS-related consumer lawsuits.
Next, tech-sector unemployment recently jumped up to 5.7% in Jan 2025, according to a WSJ report. The layoffs are being attributed to factors such as AI, high interest rates constraining growth, past overhiring and current above-market compensation, continued pushback against remote work, and R&D tax-deduction changes. Duration: 00:15:38
3 Shifts Edition (Feb 7 2025): Tariffs and the de minimis closure, The end of the CFPB, Distillation and AI economics
Feb 07, 2025Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. A lot has changed in the past week, and the Gulf of Mexico becoming the Gulf of America is not even the strangest.
In our first Shift: The long-promised tariffs have become real – at least for China. (The tariffs on Canada and Mexico were paused for 30 days.) Notably, the executive order clarifies that all items from China are no longer allowed to use the duty-free de minimis exemption (ahem, Temu and Shein).
Next, we take a look at t...
Duration: 00:17:333 Shifts Edition (Jan 31 2025): The Fed’s pause on rate cuts, A private-sector rollback on DEI, This generation of personal AI assistants
Jan 31, 2025Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition.
It’s been a tumultuous week in the markets but if you’re looking for DeepSeek, we wrote about it in our 3 Shifts Edition on Jan 17: “China’s notable progress in AI models.” (We also covered it in our Jan 10 edition the week prior.)
Looking ahead now, our first Shift delves into the Fed’s pause on rate cuts. While not a surprise, it is the first time the Fed has hit pause since the curr...
Duration: 00:25:583 Shifts Edition (Jan 24 2025): TikTok is off app stores, Trump's executive orders, Blue Origin's New Glenn launch
Jan 24, 2025Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition.
Our first Shift revisits the TikTok ban, now that it has technically gone into effect. The ban is being facilitated by app-store owners Apple and Google, who are still complying with the law despite Trump’s 75-day non-enforcement. A resolution is needed since the app will eventually become unusable without updates/fixes. New users are already no longer able to download TikTok, and existing users can’t redownload it to new devices.
Next, we take a look at the spate of execut...
Duration: 00:31:013 Shifts Edition (Jan 17 2025): What happens to US home insurance next, China’s notable progress in AI models, NATO countries’ defense spending will rise
Jan 17, 2025Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. We hope this writing finds you safe and well.
Our first Shift examines the massive insured losses stemming from the catastrophic Los Angeles wildfires, and what it will mean for homeowners and insurers in the future. Higher premiums in the years ahead are a given. The question is how will they be passed along.
Next, China’s investment push in AI is paying off, with its models climbing the leaderboards. DeepSeek-V3 is now leading the market among open models. What makes Deep...
Duration: 00:18:363 Shifts Edition (Jan 10 2025): Social media’s shift away from moderation, GPT-5’s troubles and AI data, Uber steers toward autonomous driving
Jan 11, 2025Hi everyone – happy 2025, and welcome back to the AI-generated podcast version of your 3 Shifts Edition.
Our first Shift takes a look at Meta’s decision to stop 3rd-party fact-checking and take a lighter touch with content moderation, moving instead towards a user-generated "Community Notes" model (like X). We may see other big tech firms follow Meta’s lead.
Next, the release of OpenAI’s “GPT-5” (Orion) has been delayed and plagued with troubles. Its issues have their roots in AI’s perennial resource problems – training data and compute. This is all part of a vig...
Duration: 00:28:483 Shifts Edition (Dec 20 2024): Jail time for crypto tax evasion, The carveout of cable channels, The transformation of ad agencies
Dec 20, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift takes a look at “the first criminal tax evasion prosecution centered solely on cryptocurrency.” An individual investor was sentenced to two years in prison for underreporting capital gains from $4M+ in crypto sales. The prosecution is signaling a shift in enforcement by the IRS.
Next, Comcast and Warner Bros Discovery are both restructuring to carve out their legacy cable TV channels. The moves are sparking speculations of a coming wave of deal-making ahead in 2025 that could shake up the media industry.
Finall...
3 Shifts Edition (Dec 20 2024): Jail time for crypto tax evasion, The carveout of cable channels, The transformation of ad agencies
Dec 20, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift takes a look at “the first criminal tax evasion prosecution centered solely on cryptocurrency.” An individual investor was sentenced to two years in prison for underreporting capital gains from $4M+ in crypto sales. The prosecution is signaling a shift in enforcement by the IRS.
Next, Comcast and Warner Bros Discovery are both restructuring to carve out their legacy cable TV channels. The moves are sparking speculations of a coming wave of deal-making ahead in 2025 that could shake up the media...
Duration: 00:14:043 Shifts Edition (Dec 13 2024): Trump's latest regulators of note, Will TikTok actually get banned?, Google breaks through with its Willow quantum chips
Dec 14, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift fills in some of the blanks since the last time we covered incoming President Trump’s slate of appointments last month. In this brief, we zoom in on the more notable among the key regulators and administrators who will shape the economy during the 2nd Trump administration.
Next, the DC Circuit just upheld the law requiring that ByteDance divest in order for TikTok to operate in the US. The TikTok ban is set to go into effect on Jan 19 2025 – just a...
Duration: 00:18:503 Shifts Edition (Dec 6 2024): What Amazon is doing to catch up in AI, Perplexity & gen AI players eye ads, FCC OKs Starlink & T-Mobile’s service
Dec 07, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift fills in the blanks as to what Amazon – still the #1 cloud player – is doing to catch up in AI. Recently, and at this week’s re:Invent, it made a strong case that it’s committed to being among the winners in generative AI – and that it has some sound pillars to stand on.
In the world of 6Pages, we sometimes joke that “one signal is a data point, two signals is a trend.” Now, we have two major AI startups – Pe...
Duration: 00:22:423 Shifts Edition (Nov 22 2024): The growth of Threads & Bluesky, Big tech under CFPB supervision, Smart displays as your home hub
Nov 22, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at the eye-opening growth of X alternatives Threads (owned by Meta) and Bluesky, in the aftermath of the election and the subsequent exodus of “Twitter quitters.” While X remains the leading “digital public square” app, Threads is nearing its size and Bluesky is growing fast.
Next, big tech firms are starting to get regulated like banks. The US CFPB just finalized a rule to put 7 large nonbank companies with digital payment applications under supervision – including Google, Apple, Amazon, PayPal, PayP...
Duration: 00:13:173 Shifts Edition (Nov 15 2024): Trump's new regulators and M&A, Amazon Haul vs. Temu & Shein, DeepMind opens up AlphaFold 3
Nov 15, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at the spate of appointments made by Trump since the election. It promises to reshape the federal government and its regulators, and potentially open up M&A transactions next year.
Next, we delve into the long-awaited launch of Amazon Haul – an ultra-low-priced section of Amazon’s shopping site that goes head-to-head against Temu and Shein. The coming restrictions on the de minimis exemption and Trump’s planned tariffs will, however, change the game once again.
Finally...
Duration: 00:24:183 Shifts Edition (Nov 8 2024): Tariffs and the economy under Trump, Cutting China out of supply chains, The auto industry’s trials and travails
Nov 09, 2024Hi everyone – what a week! Welcome to your [AI-generated] post-election 3 Shifts Edition. The coming transition will shift the market in many ways, but with control of the House still up for grabs, we’ll try to focus on what we know.
Our first Shift looks at the tension between this week’s market optimism and the expected new tariff regime, which are likely to be inflationary. The US president has powers delegated from Congress to institute tariffs, which means the ball could get rolling on this from Day 1.
Next, the promis...
Duration: 00:18:303 Shifts Edition (Nov 8 2024): Tariffs and the economy under Trump, Cutting China out of supply chains, The auto industry’s trials and travails
Nov 08, 2024Hi everyone – what a week! Welcome to your [AI-generated] post-election 3 Shifts Edition. The coming transition will shift the market in my ways, but with control of the House still up for grabs, we’ll try to focus on what we know.
Our first Shift looks at the tension between this week’s market optimism and the expected new tariff regime, which are likely to be inflationary. The US president has powers delegated from Congress to institute tariffs, which means the ball could get rolling on this from Day 1.
Next, the promis...
Duration: 00:18:153 Shifts Edition (Nov 8 2024): Tariffs and the economy under Trump, Cutting China out of supply chains, The auto industry’s trials and travails
Nov 08, 2024Hi everyone – what a week! Welcome to your [AI-generated] post-election 3 Shifts Edition. The coming transition will shift the market in many ways, but with control of the House still up for grabs, we’ll try to focus on what we know.
Our first Shift looks at the tension between this week’s market optimism and the expected new tariff regime, which are likely to be inflationary. The US president has powers delegated from Congress to institute tariffs, which means the ball could get rolling on this from Day 1.
Next, the promis...
Duration: 00:23:463 Shifts Edition (Nov 1 2024): Defining open-source AI, The changing US space industry, The expansions of GitHub’s Copilot
Nov 01, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift delves into the fascinating debate about what is open-source AI. The Open Source Initiative’s release of its official definition this week is causing waves, with Meta – an OSI backer – publicly disagreeing with the definition.
Next, struggles in Boeing and Airbus’ space businesses alongside recent victories by SpaceX are pointing to a reshaping of the US space industry. SpaceX has lately been using its ascendancy to throw its weight around.
Finally, Microsoft-owned GitHub Copilot – the most widely...
Duration: 00:15:373 Shifts Edition (Oct 25 2024): Retail giants’ same-day drug delivery, The 1st successful legal psychedelic, The recent slate of capable LLMs
Oct 25, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at Amazon and Walmart’s recent expansions of their same-day prescription delivery. While Amazon made its announcement first, Walmart is the one leading the way with free medication delivery for Walmart+ members, in conjunction with grocery orders.
Next, J&J’s FDA-approved, ketamine-derived drug Spravato will reach $1B in sales this year, growing 55% year-over-year, and could eventually reach $5B. It’s the first example of a psychedelic-based drug finding success, in a market that needs some good news.
...
Duration: 00:21:453 Shifts Edition (Oct 25 2024): Retail giants’ same-day drug delivery, The 1st successful legal psychedelic, The recent slate of capable LLMs
Oct 25, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at Amazon and Walmart’s recent expansions of their same-day prescription delivery. While Amazon made its announcement first, Walmart is the one leading the way with free medication delivery for Walmart+ members, in conjunction with grocery orders.
Next, J&J’s FDA-approved, ketamine-derived drug Spravato will reach $1B in sales this year, growing 55% year-over-year, and could eventually reach $5B. It’s the first example of a psychedelic-based drug finding success, in a market that needs some good news.
...
Duration: 00:19:403 Shifts Edition (Oct 18 2024): Consumer prices are coming down, The eroding WordPress ecosystem, Big tech & AI need nuclear
Oct 18, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at the recent spate of retailers – e.g. IKEA, Costco, Whole Foods – engaging in consumer price cuts of 10-20%. Price levels are still 21% higher than in pre-pandemic Feb 2020, but they seem to be heading in the right direction.
Next, the battle between WordPress and WP Engine has escalated into a potentially existential crisis for the WordPress ecosystem. While WordPress isn’t going anywhere anytime soon, the perception of the ecosystem as unstable is unlikely to help spur growth.
3 Shifts Edition (Oct 11 2024): Collaborative AI is what’s next, AI podcasts & synthetic media, iOS 18 & satellite texting
Oct 11, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at the recent launches of tools like OpenAI’s Canvas that are pointing to collaborative AI being what’s next for the field. How people work with AI is perhaps as important as what the underlying model can do.
Next, NotebookLM’s Audio Overview feature can use source documents to generate engaging two-speaker podcasts that are fully synthetic and “shockingly good.” The sheer diversity of use cases we’ve already seen is remarkable.
Finally, we take a look...
Duration: 00:07:223 Shifts Edition (Oct 4 2024): OpenAI’s for-profit transformation, News is shifting away from free, What’s next after the dockworker strike
Oct 04, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at OpenAI’s for-profit transformation and journey to becoming the next big tech firm. Its transformation is more than just legal structure – it’s a cultural shift from a research organization to becoming a very different “product-first” firm.
Next, news outlets like CNN and Reuters are shifting away from free (ad-supported) and towards paywalled subscriptions. For middle-tier outlets with undifferentiated content, however, the pendulum may be swinging back in search of a lucrative business model that just isn’t there.<...
Duration: 00:13:073 Shifts Edition (Sep 27 2024): Weight-loss drugs are getting cheaper, This latest generation of smart glasses, The new digital driver’s licenses
Oct 04, 2024Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at the price war underway in the new class of weight-loss drugs. Now that supply shortages are easing, the two heavyweights – Novo Nordisk and Eli Lilly – are slashing prices and changing business models. Take a read to find out which one is in the lead.
Next, Meta had a swath of AR/VR-related announcements at this week’s Connect 2024. One of the most notable reveals was the Orion AR smart glasses prototype, which builds upon Meta’s success with its R...
Duration: 00:06:403 Shifts (Aug 20 2021): Big tech invests in subsea cable, Axel Springer’s acquisition strategy, Big Oil ramps up cleantech VC
Aug 20, 2021(1) Facebook & other big tech firms invest in subsea cables to advance global connectivity (1:08). (2) What’s Axel Springer up to with its US media acquisitions? (8:34). (3) Big Oil is ramping up investments in cleantech startups (14:27). Read this 3 Shifts Edition: https://6pag.es/nyx8hg. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:19:543 Shifts (Aug 13 2021): Apple’s child protection features, Salesforce’s media ambitions, Amazon expands resale
Aug 13, 2021(1) Apple’s new child protection features – and what they mean for user privacy (1:10). (2) Will Salesforce+ become the “Netflix for business professionals”? (8:37). (3) Amazon helps sellers resell their returned & overstock inventory (13:55). Read this 3 Shifts Edition: https://6pag.es/vb97fh. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:18:553 Shifts (Aug 6 2021): Brain-computer interface startups, Amazon & Walmart serve their rivals, Big tech pursues homomorphic encryption
Aug 06, 2021(1) Brain-computer interface startups are entering clinical trials and attracting investments (1:10). (2) Why are Amazon & Walmart offering their infrastructure to ecommerce rivals? (8:38). (3) Big tech wants to analyze encrypted data using homomorphic encryption (14:06). Read this 3 Shifts Edition: https://6pag.es/vxa674. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:21:163 Shifts (Jul 30 2021): Facebook’s metaverse dream, Iron-based batteries unlock multi-day storage, Alphabet’s Intrinsic tackles industrial robotics
Jul 30, 2021(1) Facebook wants to be a “metaverse company” and the outlook on virtual worlds (1:03). (2) Can iron-based batteries unlock affordable, multi-day energy storage? (7:08). (3) Alphabet launches Intrinsic to tackle the persistent challenges in industrial robotics (12:55). Read this 3 Shifts Edition: https://6pag.es/444n82. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:013 Shifts (Jul 23 2021): The tsunami of ecommerce rollups, Square’s sprawling ambitions, Zoom jumps into cloud contact centers
Jul 23, 2021(1) Ecommerce rollups aggregating online brands are getting bigger and more global (1:07). (2) Square’s sprawling ambitions in all-in-one SMB services and consumer financial services (5:21). (3) Zoom makes a $14.7B jump with both feet into cloud-based contact centers (11:21). Read this 3 Shifts Edition: https://6pag.es/5jd82f. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:16:083 Shifts (Jul 16 2021): Biggest shifts in Biden’s executive order on competition, The latest in carbon trading & tracking, Alt-chicken is heating up
Jul 16, 2021(1) The biggest shifts in Biden’s sweeping executive order on competition (1:03). (2) China’s new carbon-trading market & the carbon-tracking opportunity (10:01). (3) Alt-chicken is gaining a bigger voice at the table (15:50). Read this 3 Shifts Edition: https://6pag.es/gt6zg8. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:20:583 Shifts (Jul 9 2021): Instant delivery in under 30 min, Vaccine certificate programs roll out, TikTok’s AI recommendation engine for sale
Jul 09, 2021(1) A crop of US startups are promising “instant delivery” in under 30 minutes (0:53). (2) Vaccine certificate programs are being rolled out (8:38). (3) TikTok’s AI recommendation engine is now for sale (13:37). Read this 3 Shifts Edition: https://6pag.es/jpjdbm. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:463 Shifts (Jul 2 2021): Long-Term Stock Exchange gets first listings, downward pressure on app commission fees, will Gusto be the “Stripe for HR”?
Jul 02, 2021(1) Twilio and Asana become the first to list on the Long-Term Stock Exchange (0:35). (2) The downward pressure on app commission fees (6:16). (3) Are Gusto’s new payroll APIs signaling an ambition to become the “Stripe for HR”? (13:06). Read this 3 Shifts Edition: https://6pag.es/7kshsc. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:403 Shifts (Jun 25 2021): China’s crypto crackdown, “Buy now, pay later” gains steam, Compound startups for B2B SaaS
Jun 25, 2021(1) China’s crypto crackdown is all about control (0:35). (2) The “buy now, pay later” boom picks up steam around the world (7:18). (3) Do B2B SaaS customers prefer “compound startups”? (15:07). Read this 3 Shifts Edition: https://6pag.es/6hrqe9. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:20:143 Shifts (Jun 18 2021): Netflix’s Disney-like franchise ambitions, Airlines invest in air taxis, China wants to lead in space
Jun 18, 2021(1) Netflix’s Disney-like franchise ambitions in ecommerce, gaming, podcasts and more (0:37). (2) Investors & airlines pour billions into electric air taxis – which might be real within 3 years (7:37). (3) China wants to take the lead in space (14:05). Read this 3 Shifts Edition: https://6pag.es/74we4s. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:19:403 Shifts (Jun 11 2021): Space tourism picks up steam, G-7’s 15% global minimum corporate tax deal, Cruise wins CA pilot permit to offer driverless rides to the public
Jun 11, 2021(1) Space tourism picks up steam with Blue Origin, Virgin Galactic, and SpaceX (0:39). (2) G-7’s deal on a historic 15% global minimum corporate tax (7:19). (3) Cruise is first to win dual California pilot licenses to offer driverless rides to the public (12:25). Read this 3 Shifts Edition: https://6pag.es/q8upka. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:16:273 Shifts (Jun 4 2021): Ransomware attacks on critical infrastructure, The first DNA printer is coming, Instacart’s automation ambitions
Jun 04, 2021(1) Ransomware attacks on critical infrastructure are ramping up (0:37). (2) The first “DNA printer” to market will synthesize DNA in as little as 6 hours (6:23). (3) Instacart considers a massive pivot to automated fulfillment centers (10:29). Read this 3 Shifts Edition: https://6pag.es/hmqwg4. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:423 Shifts (May 28, 2021): Amazon’s ambitious MGM deal, Growth in fertility & “femtech” startups, Hyundai & in-car payments
May 28, 2021(1) Amazon’s MGM deal and ambition to “reimagine” studio franchises (0:38). (2) Ro’s $225M Modern Fertility acquisition and the growth in fertility & “femtech” startups (7:56). (3) Hyundai’s in-car payment system and the latest in connected cars (14:04). Read this 3 Shifts Edition: https://6pag.es/5yug5u. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:20:523 Shifts (May 21 2021): Inflation & bubble concerns, Ethereum’s energy-efficient blockchain, Pharma invests billions in AI drug discovery
May 21, 2021(1) Inflation & bubble concerns grow louder as the Consumer Price Index rises (0:56). (2) Ethereum seeks energy efficiency by shifting from proof-of-work to proof-of-stake (7:34). (3) Pharma companies invest billions in AI drug discovery (12:23). Read this 3 Shifts Edition: https://6pag.es/3y7s3m. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:16:433 Shifts (May 14 2021): Instagram Youth & kid-centric business models, Alt-meat prices are going down, US banks will let customers hold crypto
May 14, 2021(1) Instagram Youth & the momentum behind kid-centric business models (0:37). (2) Alt-meat players are driving down prices closer to beef (6:28). (3) Hundreds of traditional US banks will soon let customers hold crypto in their bank accounts (12:05). Read this 3 Shifts Edition: https://6pag.es/cht725. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:16:543 Shifts (May 7 2021): European banks team up on payments, Tiger Global’s high-velocity investing, Continuous glucose monitoring
May 07, 2021(1) Pan-European payments system aims to challenge Visa & Mastercard in 2022 (0:39). (2) Tiger Global is raising a $10B fund to amp up its high-velocity investing (5:52). (3) Continuous glucose monitoring & the billion-dollar opportunity in diabetes management (12:11). Read this 3 Shifts Edition: https://6pag.es/5cmrwc. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:003 Shifts (Apr 30 2021): Federal contractors make $15/hour+, Apple’s privacy update is good for business, Amazon brings palm-scanning to Whole Foods
Apr 30, 2021(1) Biden’s executive order raises the minimum wage for federal contractors to $15/hour (0:39). (2) App Tracking Transparency is good – and good for Apple’s business (6:06). (3) Amazon brings Amazon One palm-scanning checkout to Whole Foods (12:19). Read this 3 Shifts Edition: https://6pag.es/9drdbx. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Apr 23 2021): Apple’s AirTag ambitions, Kroger’s automated fulfillment “shed”, 6G is the next battleground with China
Apr 23, 2021(1) Is the new AirTag a signal of Apple’s grander IoT ambitions? (0:41). (2) Kroger’s new automated large-scale “shed” vs. its rivals’ micro-fulfillment strategy (6:13). (3) US and Japan invest $4.5B in 6G with an eye to the next battleground with China (10:39). Read this 3 Shifts Edition: https://6pag.es/fdk9ps. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:16:113 Shifts (Apr 16 2021): SE Asia “super-apps” seek public markets, Microsoft-Nuance in healthcare, Will crypto exchanges become institutions?
Apr 16, 2021(1) Southeast Asia’s “super-app” giants head to the public markets (0:37). (2) Microsoft acquires Nuance to bolster its Healthcare Cloud & natural-language capabilities (5:46). (3) US cryptocurrency trading platforms chart a path to becoming financial institutions (10:40). Read this 3 Shifts Edition: https://6pag.es/nxq6un. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:15:503 Shifts (Apr 9 2021): Supreme Court says copying APIs is fair use, UnitedMasters’ alternative to big labels, Social platforms add payments
Apr 09, 2021(1) The US Supreme Court rules that copying APIs is fair use (0:36). (2) UnitedMasters is helping musicians capture a bigger piece of the streaming-revenue pie (5:29). (3) Social platforms embed new payments capabilities (10:31). Read this 3 Shifts Edition: https://6pag.es/wjevse. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:473 Shifts (Apr 2 2021): The Fed & the digital dollar, Intel’s new foundry business, Everyone wants a Clubhouse
Apr 02, 2021(1) The US Federal Reserve opens the door to a “Fedcoin” digital dollar (0:36). (2) Intel doubles down on making chips designed by other firms (6:03). (3) Everyone wants to build their own Clubhouse (10:16). Read this 3 Shifts Edition: https://6pag.es/86j9ks. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:16:143 Shifts (Mar 26 2021): NFL’s $110B in broadcast deals, Zoom’s platform ambitions, OpenStore & ecommerce consolidation
Mar 26, 2021(1) NFL’s $110B in new broadcast deals will accelerate the cord-cutting transition (0:38). (2) Zoom’s platform ambitions, as it licenses videoconferencing to 3rd-party app developers (6:46). (3) Keith Rabois’ OpenStore and the consolidation era of e-commerce (11:04). Read this 3 Shifts Edition: https://6pag.es/g2bz32. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:093 Shifts (Mar 19 2021): Amazon Care for workforces, SEC ups equity crowdfunding limits, 3D-printing refocuses on healthcare
Mar 19, 2021(1) Amazon Care offers its telemedicine & in-home healthcare service to other companies’ workforces (0:37). (2) SEC will let startups raise up to $5M per year through equity crowdfunding (5:32). (3) Is 3D-printing going deeper into the healthcare mainstream? (10:13). Read this 3 Shifts Edition: https://6pag.es/mmwbk5. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:15:403 Shifts (Mar 12 2021): Big Tech’s XR race, SpaceX Starlink’s widening lead, Companies invest in “community”
Mar 12, 2021(1) Big Tech’s XR race is picking up steam (0:35). (2) SpaceX’s Starlink satellite broadband continues to widen its lead (6:21). (3) More companies are investing in “community” (11:53). Read this 3 Shifts Edition: https://6pag.es/bps4ba. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:163 Shifts (Mar 5 2021): RNA-based therapies, NFTs are booming, Automakers phase out gas cars
Mar 05, 2021(1) The future of RNA-based vaccines & therapies beyond COVID-19 (0:35). (2) What are NFTs and why are they booming? (6:28). (3) Automakers commit to phasing out gas vehicles (12:26). Read this 3 Shifts Edition: https://6pag.es/jwm7u. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:17:553 Shifts (Feb 26 2021): LinkedIn Marketplaces, Retail giants + SaaS ecommerce, India’s IT-hardware incentives
Feb 26, 2021(1) LinkedIn’s Marketplaces for freelancers – coming this fall (0:36). (2) Walmart & Amazon team up with SaaS ecommerce platforms (6:15). (3) India expands its incentive scheme to attract IT-hardware manufacturers (10:26). Read this 3 Shifts Edition: https://6pag.es/339a8. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:353 Shifts (Feb 19 2021): Facebook blocks news in Australia, Upstream supply-chain hacks, Financial institutions embrace crypto
Feb 19, 2021(1) Facebook blocks news in Australia in response to proposed News Media Bargaining Code (0:35). (2) Upstream hacks in software and hardware supply chains (7:08). (3) Traditional financial institutions are embracing crypto (11:17). Read this 3 Shifts Edition: https://6pag.es/dguhj. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:15:413 Shifts (Feb 12 2021): Global chip shortage, Water-facility hack via remote desktop, Archer-United’s $1B air taxi deal
Feb 12, 2021(1) The global chip shortage is putting billions of dollars at risk across industries (0:37). (2) Water-facility hack exposes flaws in remote-desktop software & industrial control systems (6:33). (3) Air-taxi startup Archer goes public & signs $1B deal with United (10:16). Read this 3 Shifts Edition: https://6pag.es/qf9hb. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:553 Shifts (Feb 5 2021): Bezos steps back, Big tech struggles in gaming, Exxon’s $3B carbon-capture business unit
Feb 05, 2021(1) Jeff Bezos steps back – what’s next for Amazon? (0:35). (2) Google and Amazon struggle to make video games that people want to play (5:00). (3) ExxonMobil’s $3B investment in carbon capture (9:33). Read this 3 Shifts Edition: https://6pag.es/dzyqf. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:13:563 Shifts (Jan 29 2021): GameStop’s wild stock surge, Amazon’s freight partner program, Federal vehicles go electric
Jan 29, 2021(1) GameStop’s wild social media-driven stock surge (0:36). (2) Amazon’s freight partner program and its tightening grip on delivery (5:57). (3) Sustainability comes to the federal vehicle fleet & Boeing airplanes (10:08). Read this 3 Shifts Edition: https://6pag.es/brcj4. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:153 Shifts (Jan 22 2021): Big tech teams up with automakers, Amazon’s white-label Alexa, Will Apple launch a paid podcast subscription
Jan 22, 2021(1) Big tech firms team up with automakers on EVs & autonomous vehicles (0:35). (2) Amazon’s custom white-label voice assistants built on Alexa (5:58). (3) Will Apple launch a paid podcast subscription? (9:00). Read this 3 Shifts Edition: https://6pag.es/8fe8h. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:373 Shifts (Jan 15 2021): Big Tech bans & Section 230, Visa’s Plaid acquisition falls through, Walmart-Ribbit launch a fintech startup
Jan 15, 2021(1) Big Tech bans & their Section 230 implications (0:37). (2) Visa’s Plaid acquisition falls through under pressure from the DOJ’s antitrust suit (6:42). (3) Walmart is launching a venture with powerhouse fintech VC Ribbit Capital (10:34). Read this 3 Shifts Edition: https://6pag.es/nwwk2. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:15:323 Shifts (Jan 8 2021): US bans anonymous shell companies, EPA prioritizes studies that use public data, OpenAI’s DALL-E text-to-image model
Jan 08, 2021(1) The US Corporate Transparency Act effectively bans anonymous shell companies (0:37). (2) Controversially, the EPA will prioritize studies based on publicly available data (5:17). (3) OpenAI reveals its new DALL-E model that can generate images from text (9:21). Read this 3 Shifts Edition: https://6pag.es/3vpfv. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:003 Shifts (Dec 18 2020): Toyota’s hydrogen-powered Mirai, Are Robinhood & the Fed propping up bubbles, Amazon offers custom clothing
Dec 18, 2020(1) Toyota, Hyundai & other OEMs push towards a hydrogen-powered future (0:36). (2) Are Robinhood and the Fed propping up bubbles? (6:00). (3) Amazon offers custom clothing with its new Made for You service (10:23). Read this 3 Shifts Edition: https://6pag.es/8k8fv. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:14:343 Shifts (Dec 11 2020): Stripe in banking services, SpaceX’s Starlink wins FCC subsidies, Warner Bros. to stream 2021 slate
Dec 11, 2020(1) Stripe and the broader shake-up in banking services (0:37). (2) SpaceX’s Starlink wins $886M in FCC subsidies to roll out satellite broadband in rural areas (5:36). (3) Warner Bros. will release all of its 2021 movies on HBO Max, in parallel with theatrical runs (10:19). Read this 3 Shifts Edition: https://6pag.es/e9v7t. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:15:073 Shifts (Dec 4 2020): Salesforce joins with Slack, Remote customer service, DTC insurance
Dec 04, 2020(1) Salesforce joins with Slack, in the battle for the enterprise against big cloud players like Microsoft (0:36). (2) Advances in remote customer service – from cloud-based contact centers to chatbots (4:25). (3) Direct-to-consumer insurance is widening its reach (10:23). Read this 3 Shifts Edition: https://6pag.es/25d32. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
Duration: 00:15:153 Shifts (Nov 20 2020): Amazon Pharmacy, Walmart pulls back on struggling markets, DOJ approves Mastercard’s Finicity acquisition
Nov 20, 2020(1) Amazon Pharmacy launches on Amazon.com with free delivery and Prime-member discounts (0:37). (2) Walmart pulls back on struggling international markets to continue focus on priorities (5:34). (3) US DOJ approves Mastercard’s Finicity acquisition – while continuing its Visa-Plaid suit (9:26). Read this 3 Shifts Edition: https://6pag.es/jryym. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
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3 Shifts (Nov 13 2020): China reins in big tech, Honda will make L3 autonomous cars, The smartphone leaderboard reshuffles
Nov 13, 2020(1) China reins in its big tech firms with a new focus on antitrust (0:36). (2) Honda will mass-produce L3 autonomous cars by March (4:59). (3) Samsung regains top spot in a reshuffled global smartphone leaderboard (9:16). Read this 3 Shifts Edition: https://6pag.es/kpss2. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
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