3 Shifts Edition (Jul 3 2026): Rocket companies are going mobile, OpenAI’s chip tape-out in 9 months, Investing in back catalogs of books

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, rocket companies are going mobile. Rocket Lab’s $8B deal for Iridium turns a launch company into a global satellite telecom operator, with spectrum, subscribers, government contracts, and real recurring revenue. This could be a “defining moment for the space industry” but not necessarily in the way that Rocket Lab means it.Next, OpenAI’s chip tape-out in just 9 months shows just how fast custom AI chips can be designed when you’re using AI. Jalapeño – OpenAI’s first custom chip, co-developed with Broadcom – could drive down hardware costs by 20-30%, although it still has to prove itself in production.Finally, investors are gaining interest in back catalogs of books. Books are starting to look more like music and film/TV libraries, where proven IP can be re-marketed, re-packaged, and licensed into new formats. And AI is making it even easier to squeeze new value out of old content.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com