3 Shifts Edition (May 29 2026): Banks will have a lot more free capital, Everyone is talking about KV cache, Blood pressure & the FDA’s relaxed rules

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, US banks will soon have a lot more free capital, as regulators loosen capital requirements. This could unlock $88B-104B in additional excess capital, which might be deployed for M&A, business lending, AI spending, buybacks, and dividends.Next, everyone is suddenly talking about KV cache – AI’s running memory and a major bottleneck for the industry. Players are coming at the KV cache problem from different directions, from model architecture to hardware to KV cache offloading/reuse.Finally, the FDA’s more relaxed stance on low-risk “general wellness” products is spurring a wave of activity. Smart rings and screenless bands are continuing their momentum, and everybody wants to be a platform – not just a product.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Episode metadata supplied by the publisher feed · Published May 30, 2026

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3 Shifts Edition (May 29 2026): Banks will have a lot more free capital, Everyone is talking about KV cache, Blood pressure & the FDA’s relaxed rules

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