3 Shifts Edition (Mar 20 2026): The resurgence of US service businesses, Amazon returns to ultra-fast deliveries, Payment protocols for agents

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, US retail leasing by services businesses has edged out goods-based tenants for the first time on record. The proliferation of gyms, medspas, salons, and experiential concepts isn’t just a change in real estate – it’s also a signal of a broader shift in the economy.Next, Amazon is renewing its push for ultra-fast delivery (1-hour and 3-hour) in the US. After a few years of cost discipline, Amazon now seems ready to flex the logistics network it spent billions building – and maybe try to regain the footing it lost to Walmart.Finally, momentum is building behind open payment protocols for AI agents. The promise of agents and their productive capacities needs standard mechanisms for them to transact at scale. It’s still early though and a bit chaotic, with multiple protocols and competing ecosystems.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com