All Episodes
6Pages Market Shifts — 139 episodes
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
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
3 Shifts Edition (May 22 2026): The magic of AI app development, Even more AI podcast platforms, The bubbling world of scent-tech
3 Shifts Edition (May 15 2026): The future of peptides, The UAE's exit from OPEC, A new incoming Fed chair
3 Shifts Edition (Apr 24 2026): Green-lighting marijuana & psychedelics, Amazon Leo, Blue Origin and the space race, The new ultra-fast charging batteries
3 Shifts Edition (Apr 10 2026): Anthropic's Mythos and Project Glasswing, Is advanced chip packaging the next AI bottleneck?, The business of weather modification
3 Shifts Edition (Apr 3 2026): Compressing models without losing capability, The movement to ban new data centers, Automakers want free of dealerships
3 Shifts Edition (Mar 27 2026): Google's TurboQuant algorithm, The changing tides of tech liability, Controlling your AI agent on the go
3 Shifts Edition (Mar 20 2026): The resurgence of US service businesses, Amazon returns to ultra-fast deliveries, Payment protocols for agents
3 Shifts Edition (Mar 13 2026): Deal-making and inference chips, AI players tying up with consulting, Nasdaq and NYSE want to tokenize stocks
3 Shifts Edition (Mar 6 2026): Consumers drawn to stablecoin yields, Google's big app-store changes, From copper to fiber-optic interconnects
3 Shifts Edition (Feb 27 2026): Claude Cowork's new skills and features, Apple products made in the USA, Nvidia is returning to consumer PCs
3 Shifts Edition (Feb 20 2026): India’s big AI ambitions, Content marketplaces for AI, Uber's $100M bet on AV fast-charging stations
3 Shifts Edition (Feb 13 2026): End-to-end SWE and AI fatigue, Boosting the output of existing nuclear plants, The consolidation of the lidar industry
3 Shifts Edition (Feb 6 2026): The sudden merger of SpaceX and xAI, Direct-to-patient drugs is becoming the norm, Software and the legal sector
3 Shifts Edition (Jan 30 2026): OpenClaw & open-source AI agents, AI is making new formulations & materials, The world model race
3 Shifts Edition (Jan 23 2026): Vibe-coding’s inflection point, Chinese EVs are taking over, Data centers in space
3 Shifts Edition (Jan 16 2026): Siri finally gets direction with Gemini, AI players aim for healthcare, Walmart takes drone delivery mainstream
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
3 Shifts Edition (Dec 19 2025): Trump’s order reclassifying marijuana, IPOs are surging, Memory-chip shortages & higher prices
3 Shifts Edition (Dec 12 2025): Trump's order on national AI regulation, Bans on minors using social media, Geothermal quietly gains more steam
3 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
3 Shifts Edition (Nov 21 2025): Gemini 3 and Google’s progress, AI is going industrial, Managing agents like employees
3 Shifts Edition (Nov 14 2025): Are rewards cards going away?, OpenAI's faster GPT-5.1, Teradar's cheaper lidar
3 Shifts Edition (Nov 7 2025): What's up with prediction markets, Brokerages offering private shares, Trump's deal on weight-loss drugs
3 Shifts Edition (Oct 31 2025): All of these white-collar layoffs, What OpenAI's conversion will mean, Stablecoin payments pick up steam
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
3 Shifts Edition (Oct 17 2025): The expanding retail-trading boom, OpenAI’s crafty deal-making in chips, DTC menopause treatments are here
3 Shifts Edition (Oct 3 2025): Apps can use Apple’s local AI model, Stripe's stablecoin issuance platform, OpenAI's Sora social app
3 Shifts Edition (Sep 26 2025): The $100K H-1B visa, The US deal for TikTok, Amazon will deliver its rivals’ orders
3 Shifts Edition (Sep 19 2025): Google’s Gemini edges ahead, GLP-1 drugs in pill form, TV ads become like digital ads
3 Shifts Edition (Sep 12 2025): Copy trading & Robinhood Social, An open standard for licensing content, SpaceX buys $17B in spectrum
3 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
3 Shifts Edition (Aug 29 2025): A marked shift in Fed policy, The bifurcation of entry-level jobs, AI players circle the browser
3 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
3 Shifts Edition (Aug 15 2025): Amazon expands same-day grocery delivery, Trump cuts space-industry regulation, The problem with AI connectors
3 Shifts Edition (Aug 8 2025): OpenAI unveils GPT-5 & open LLMs, ElevenLabs & legal AI-generated music, DeepMind's real-time world model
3 Shifts Edition (Aug 1 2025): Enterprises prefer Anthropic vs. OpenAI, EPA begins its repeal of the endangerment finding, Is autonomous trucking almost here?
3 Shifts Edition (Jul 25 2025): Smart jewelry is back in style, Uber and Lyft riders get more choices, Lab-cultured pork fat gets approval
3 Shifts Edition (Jul 18 2025): AI takes aim at financial analysts, Stablecoins and the GENIUS Act, The problem of rare-earth shortages
3 Shifts Edition (Jul 11 2025): Copyrights and AI training data, Robots take hold in warehousing, The US push for more nuclear plants
3 Shifts Edition (Jun 13 2025): Shrinkages in the US labor market, Scale AI and Meta's $15B investment, Deep-sea desalination
3 Shifts Edition (Jun 6 2025): Mary Meeker’s newest trends report, AI’s hunt for distribution partners, Rewriting legacy codebases with AI
3 Shifts Edition (May 30 2025): California may lose its emissions waivers, App stores will need to verify ages, “Vibe coding” and personal apps
3 Shifts Edition (May 23 2025): AI slop and its farmers, CRISPR therapies for individuals, Xiaomi's 3nm mobile chip
3 Shifts Edition (May 16 2025): The rise of APIs for AI web search, Crypto's regulatory barriers come down, The Airbnb of services
3 Shifts Edition (May 9 2025): What Apple's payments ruling means, Card networks open up to AI agents, Multi-agent AI systems are live
3 Shifts Edition (May 2 2025): The flurry around robotaxis, AI players inch towards ads, Interpretability & how AI models think
3 Shifts Edition (Apr 25 2025): Restarting student loan collections, Protein snacks and everything, The problem with AI benchmarks
3 Shifts Edition (Apr 18 2025): The growth of AI big tech, What’s coming back to the US, DHgate & factory-direct shopping
3 Shifts Edition (Apr 11 2025): The tariff rollercoaster and China, Navigating the de minimis closure, Google Workspace’s automation flows
3 Shifts Edition (Apr 4 2025): Blanket tariffs and the auto industry, Amazon becomes a full-fledged studio, Instacart maps store shelves
3 Shifts Edition (Mar 28 2025): OpenAI and advanced image generation, Europe's defense mobilization, China’s commercial space industry
3 Shifts Edition (Mar 21 2025): Amazon gets ambitious, The EPA’s regulation rollback begins, BYD EVs can charge 400 km in 5 min
3 Shifts Edition (Mar 14 2025): Is this a surge in M&A?, AI’s inevitability in ad-buying, Trump’s revival of US shipbuilding
3 Shifts Edition (Mar 7 2025): 25% tariffs on Canada & Mexico, The body blow to federal consulting, Google’s crackdown on search manipulation
3 Shifts Edition (Feb 28 2025): The growth of TikTok Shop, When will humanoid robots be useful?, Distributed networks of GPUs
3 Shifts Edition (Feb 21 2025): xAI’s Grok 3 is highly performant, Arm will make its own chips, China’s breakneck pace in biotech
3 Shifts Edition (Feb 14 2025): The fight against “forever chemicals”, Tech unemployment reaches 5.7%, “Deep research” tools everywhere
3 Shifts Edition (Feb 7 2025): Tariffs and the de minimis closure, The end of the CFPB, Distillation and AI economics
3 Shifts Edition (Jan 31 2025): The Fed’s pause on rate cuts, A private-sector rollback on DEI, This generation of personal AI assistants
3 Shifts Edition (Jan 24 2025): TikTok is off app stores, Trump's executive orders, Blue Origin's New Glenn launch
3 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
3 Shifts Edition (Jan 10 2025): Social media’s shift away from moderation, GPT-5’s troubles and AI data, Uber steers toward autonomous driving
3 Shifts Edition (Dec 20 2024): Jail time for crypto tax evasion, The carveout of cable channels, The transformation of ad agencies
3 Shifts Edition (Dec 13 2024): Trump's latest regulators of note, Will TikTok actually get banned?, Google breaks through with its Willow quantum chips
3 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
3 Shifts Edition (Nov 22 2024): The growth of Threads & Bluesky, Big tech under CFPB supervision, Smart displays as your home hub
3 Shifts Edition (Nov 15 2024): Trump's new regulators and M&A, Amazon Haul vs. Temu & Shein, DeepMind opens up AlphaFold 3
3 Shifts Edition (Nov 8 2024): Tariffs and the economy under Trump, Cutting China out of supply chains, The auto industry’s trials and travails
3 Shifts Edition (Nov 1 2024): Defining open-source AI, The changing US space industry, The expansions of GitHub’s Copilot
3 Shifts Edition (Oct 25 2024): Retail giants’ same-day drug delivery, The 1st successful legal psychedelic, The recent slate of capable LLMs
3 Shifts Edition (Oct 18 2024): Consumer prices are coming down, The eroding WordPress ecosystem, Big tech & AI need nuclear
3 Shifts Edition (Oct 11 2024): Collaborative AI is what’s next, AI podcasts & synthetic media, iOS 18 & satellite texting
3 Shifts Edition (Oct 4 2024): OpenAI’s for-profit transformation, News is shifting away from free, What’s next after the dockworker strike
3 Shifts Edition (Sep 27 2024): Weight-loss drugs are getting cheaper, This latest generation of smart glasses, The new digital driver’s licenses
3 Shifts (Aug 20 2021): Big tech invests in subsea cable, Axel Springer’s acquisition strategy, Big Oil ramps up cleantech VC
3 Shifts (Aug 13 2021): Apple’s child protection features, Salesforce’s media ambitions, Amazon expands resale
3 Shifts (Aug 6 2021): Brain-computer interface startups, Amazon & Walmart serve their rivals, Big tech pursues homomorphic encryption
3 Shifts (Jul 30 2021): Facebook’s metaverse dream, Iron-based batteries unlock multi-day storage, Alphabet’s Intrinsic tackles industrial robotics
3 Shifts (Jul 23 2021): The tsunami of ecommerce rollups, Square’s sprawling ambitions, Zoom jumps into cloud contact centers
3 Shifts (Jul 16 2021): Biggest shifts in Biden’s executive order on competition, The latest in carbon trading & tracking, Alt-chicken is heating up
3 Shifts (Jul 9 2021): Instant delivery in under 30 min, Vaccine certificate programs roll out, TikTok’s AI recommendation engine for sale
3 Shifts (Jul 2 2021): Long-Term Stock Exchange gets first listings, downward pressure on app commission fees, will Gusto be the “Stripe for HR”?
3 Shifts (Jun 25 2021): China’s crypto crackdown, “Buy now, pay later” gains steam, Compound startups for B2B SaaS
3 Shifts (Jun 18 2021): Netflix’s Disney-like franchise ambitions, Airlines invest in air taxis, China wants to lead in space
3 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
3 Shifts (Jun 4 2021): Ransomware attacks on critical infrastructure, The first DNA printer is coming, Instacart’s automation ambitions
3 Shifts (May 28, 2021): Amazon’s ambitious MGM deal, Growth in fertility & “femtech” startups, Hyundai & in-car payments
3 Shifts (May 21 2021): Inflation & bubble concerns, Ethereum’s energy-efficient blockchain, Pharma invests billions in AI drug discovery
3 Shifts (May 14 2021): Instagram Youth & kid-centric business models, Alt-meat prices are going down, US banks will let customers hold crypto
3 Shifts (May 7 2021): European banks team up on payments, Tiger Global’s high-velocity investing, Continuous glucose monitoring
3 Shifts (Apr 30 2021): Federal contractors make $15/hour+, Apple’s privacy update is good for business, Amazon brings palm-scanning to Whole Foods
3 Shifts (Apr 23 2021): Apple’s AirTag ambitions, Kroger’s automated fulfillment “shed”, 6G is the next battleground with China
3 Shifts (Apr 16 2021): SE Asia “super-apps” seek public markets, Microsoft-Nuance in healthcare, Will crypto exchanges become institutions?
3 Shifts (Apr 9 2021): Supreme Court says copying APIs is fair use, UnitedMasters’ alternative to big labels, Social platforms add payments
3 Shifts (Apr 2 2021): The Fed & the digital dollar, Intel’s new foundry business, Everyone wants a Clubhouse
3 Shifts (Mar 26 2021): NFL’s $110B in broadcast deals, Zoom’s platform ambitions, OpenStore & ecommerce consolidation
3 Shifts (Mar 19 2021): Amazon Care for workforces, SEC ups equity crowdfunding limits, 3D-printing refocuses on healthcare
3 Shifts (Mar 12 2021): Big Tech’s XR race, SpaceX Starlink’s widening lead, Companies invest in “community”
3 Shifts (Mar 5 2021): RNA-based therapies, NFTs are booming, Automakers phase out gas cars
3 Shifts (Feb 26 2021): LinkedIn Marketplaces, Retail giants + SaaS ecommerce, India’s IT-hardware incentives
3 Shifts (Feb 19 2021): Facebook blocks news in Australia, Upstream supply-chain hacks, Financial institutions embrace crypto
3 Shifts (Feb 12 2021): Global chip shortage, Water-facility hack via remote desktop, Archer-United’s $1B air taxi deal
3 Shifts (Feb 5 2021): Bezos steps back, Big tech struggles in gaming, Exxon’s $3B carbon-capture business unit
3 Shifts (Jan 29 2021): GameStop’s wild stock surge, Amazon’s freight partner program, Federal vehicles go electric
3 Shifts (Jan 22 2021): Big tech teams up with automakers, Amazon’s white-label Alexa, Will Apple launch a paid podcast subscription
3 Shifts (Jan 15 2021): Big Tech bans & Section 230, Visa’s Plaid acquisition falls through, Walmart-Ribbit launch a fintech startup
3 Shifts (Jan 8 2021): US bans anonymous shell companies, EPA prioritizes studies that use public data, OpenAI’s DALL-E text-to-image model
3 Shifts (Dec 18 2020): Toyota’s hydrogen-powered Mirai, Are Robinhood & the Fed propping up bubbles, Amazon offers custom clothing
3 Shifts (Dec 11 2020): Stripe in banking services, SpaceX’s Starlink wins FCC subsidies, Warner Bros. to stream 2021 slate
3 Shifts (Dec 4 2020): Salesforce joins with Slack, Remote customer service, DTC insurance
3 Shifts (Nov 20 2020): Amazon Pharmacy, Walmart pulls back on struggling markets, DOJ approves Mastercard’s Finicity acquisition
3 Shifts (Nov 13 2020): China reins in big tech, Honda will make L3 autonomous cars, The smartphone leaderboard reshuffles
3 Shifts (Nov 6 2020): California’s Prop 22 & Prop 24, New H-1B visa rules, Health insurers expose negotiated rates
3 Shifts (Oct 30 2020): When is a vaccine coming, Apple builds its own search, Cryptocurrency goes mainstream
3 Shifts (Oct 23 2020): Export controls in US & China, India pushes back on foreign control, Latest in space connectivity
3 Shifts (Oct 16 2020): Shoppable YouTube videos, Twilio acquires Segment, Disney’s streaming-driven reorg
3 Shifts (Oct 9 2020): India’s $6.6B for phone makers, Google’s $1B program to pay publishers, Social media seeks civility
3 Shifts (Oct 2 2020): California bans gas cars in 2035, Microsoft & Amazon in cloud gaming, Regulators clarify crypto
3 Shifts (Sep 25 2020): Microsoft’s new Azure offerings, Tesla’s plan to cut battery costs, Big 4’s ESG reporting standards
3 Shifts (Sep 18 2020): Trump’s order on drug prices, NVIDIA acquires Arm, A wave of climate commitments
3 Shifts (Sep 11 2020): Reliance Retail’s tailwinds, GM & Nikola’s sticky situation, Tech on the horizon
3 Shifts (Sep 4 2020): FAA approves Amazon drone delivery, Amazon Halo wellness band, Facebook could block news in Australia
3 Shifts (Aug 28 2020): Ant Group’s mega-IPO, Amazon’s delivery-station expansion, Airbnb’s outlook
3 Shifts (Aug 21 2020): Amazon’s product liability, Impact of the WeChat ban, Oracle & Salesforce face GDPR suit
3 Shifts (Aug 14 2020): Uber & Lyft’s AB-5 battle, Facebook Financial, Retail’s ecommerce normal
3 Shifts (Aug 7 2020): Amazon's Kuiper internet satellites, Google in home security, Varo lands bank charter
3 Shifts (Jul 31 2020): Blank-check vehicles, A vaccine rundown, The theatrical window collapses
3 Shifts (Jul 24 2020): Collaboration tools become platforms, Mental health expands its reach, The push towards Mars
3 Shifts (Jul 17 2020): WhatsApp Business, Podcast analytics, Palantir going public
3 Shifts (Jul 10 2020): New law threatens Hong Kong’s standing, Alt-meat is price-competitive, Investors snap up digital’s physical infrastructure
3 Shifts (Jun 26 2020): Amazon enters autonomous, Apple’s custom chips, Mastercard buys Finicity
3 Shifts (Jun 19 2020): Walmart and Shopify team up, Apple gets antitrust heat, OpenAI releases general-purpose language API
3 Shifts (Jun 12 2020): Tech firms pull back on facial recognition, Instacart speeds up, Facebook's early-stage venture arm
3 Shifts (Jun 5 2020): Growing pressure on Huawei, Electric vehicles in China, India lures manufacturers
3 Shifts (May 29 2020): Trump's Section 230 order, China's tech champions, Remote-first goes permanent
3 Shifts (May 22 2020): Facebook Shops, Renewables overtake coal, Robots in the supply chain
3 Shifts (May 15 2020): Reliance Jio, Uber’s M&A, Theatrical releases