6Pages Market Shifts

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

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

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, AI app development is getting a little magical. Agentic coding is readily available in Google’s Android Studio and Apple’s Xcode environments, and Google AI Studio can now turn prompts into native Android apps in minutes. This new phase of app development isn’t just faster – it’s actually producing better apps.Next, AI podcast platforms keep multiplying, with Amazon and Spotify lately joining the party, following in NotebookLM (Google)’s footsteps. While it’s become easier to generate personalized briefings and explainers, it also means a lot more “podslop.”Finally, scent-tech is bubbling, and smell might be one of the last two human senses to be replicated by AI. AI-powered e-noses have a wide array of use cases from custom fragrances to industrial hazard detection to medical diagnostics. Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – we’re back! Welcome to your 3 Shifts Edition [AI-generated audio version].First, peptides are having a moment – fueled by influencer hype, GLP-1 success, and a friendlier stance from the Trump administration. While 100+ peptides are FDA-approved, many popular peptides used by fitness and wellness influencers are not. The Trump administration – with HHS Secretary RFK Jr as frontman – seems poised to change this landscape.Next, the UAE’s sudden exit from OPEC could signal cracks in one of the world’s most influential cartels. While OPEC has been around since 1960, it may not be able to evade the market dynamics as US/UAE/non-OPEC+ production grows, and supply growth and competition from low-cost producers drive down prices.Finally, the incoming Fed chair, Kevin Warsh, has now been confirmed. He’s stepping in at an awkward moment – with sticky inflation, a divided FOMC, and White House pressure to cut rates. While Warsh has been talking a good game about independence, he also seems disposed to be looking for reasons to cut rates – which means he’ll find them.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, the DOJ just reclassified medical marijuana as a Schedule III drug. A hearing is also scheduled to address the full rescheduling of all marijuana to Schedule III. It doesn’t change everything for the industry – recreational marijuana remains illegal – but it could change a lot.Next, Amazon Leo and Blue Origin are starting to look like real challengers to SpaceX/Starlink. Amazon’s $11.6B deal for Globalstar, and Blue Origin reusing its New Glenn rocket for the first time are just two of the signals this may be an inflection point for the industry.Finally, CATL and BYD – the #1 and #2 EV battery players – have separately unveiled ultra-fast charging technologies that bring EVs closer to parity with gas cars. If it only takes 6.5 min to charge an EV to near-full, it could change how consumers feel about EVs.One last personal note – Adam and I just welcomed baby Kit (our 4th!) and have been thinking about how to make 6Pages more sustainable in our lives. I’ve been doing this work for the past 10 years and it’s a lot of late nights and nonstop monitoring. Going forward, we’re choosing to be more intentional about taking time off throughout the year. That may occasionally mean a missed week of the 3 Shifts Edition – but don’t worry, if that happens, you can expect it to be back in your inbox [or favorite podcast app] probably the following week.As always, thank you for being part of the 6Pages community. It means a lot.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Anthropic’s new Mythos frontier model – rumored to be in the 10T-parameter class – may be cybersecurity teams’ best tool and worst nightmare. It’s being tightly controlled under Project Glasswing for now, but expect malicious actors to be wielding Mythos-level capabilities in maybe 6-24 months.Next, advanced chip packaging might be AI’s next chokepoint. Seems like everyone is investing in expanding their packaging capacity – including TSMC, Intel, Samsung, traditional OSAT firms ASE and Amkor, memory-chip players SK Hynix and Micron, and even SpaceX.Finally, there’s growing interest in trying to control the weather. The technology exists for basic weather control, and 50+ countries are already working on or experimenting with cloud seeding. China has the most ambitious program, with operations running year-round.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, compressed 1-bit models like PrismML’s Bonsai are showing it’s possible to be competitive in performance while being 14x smaller, 8x faster, and 4-5x more energy-efficient. These models can run locally on edge devices (e.g. phones, laptops, wearables) for inference.Next, data centers are facing a broad backlash that is driving policymakers – such as in Maine – to put a freeze on new data-center construction. Communities are starting to push back hard over rising electricity prices and water use.Finally, Rivian just won a yearslong battle in Washington state to sell its cars directly to consumers. Given the effectiveness of its threat to take the question to voters through a ballot initiative, it’s not surprising that Rivian plans to take this strategy to other states.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Google’s TurboQuant algorithm is promising to “[reduce] LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss.” That’s a big deal when memory has been the bottleneck for scaling AI.Next, there’s been a noticeable shift in opinion regarding social media’s use by minors and tech firms’ legal liability. Meta and YouTube lost two significant cases this past week, and if the logic sticks, it could mean a wave of lawsuits and massive financial penalties for social platforms. Some are calling this the “Big Tobacco” moment for social media.Finally, messaging apps like iMessage, WhatsApp, Telegram, Discord, WeChat, and Slack are becoming natural control planes for AI agents. Claude Code Channels, the latest effort in this arena, is reportedly responsive, stays connected, and has persistent permissions – and is signaling an inflection point for this shift.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

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

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, in the AI chip race, inference is where the real volume game sits – and unfortunately Nvidia’s general-purpose GPUs aren’t ideal for inference. Deal-making around inference chips is happening now at a rapid-fire pace, as players aim to make inference faster and cheaper. Next, OpenAI and Anthropic are tying up with consulting giants – which may mean consulting is not dead after all. These partner programs are clearly about leverage in the race for enterprise AI, and bringing armies into companies to deploy AI models at production-scale.Finally, both Nasdaq and NYSE want to tokenize stocks, and the regulatory landscape is ripe for an exemption sometime soon. However, almost everyone wants official on-chain versions of stocks, not just crypto-flavored knockoffs.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, consumers hunting for yield are discovering stablecoin rewards. While returns on stablecoin can be significantly higher, the catch is that these aren’t FDIC-insured accounts, which means holders can be wiped out.Next, Google is making sweeping changes to its app store as its long antitrust battle with Epic Games comes to a close. Developers have alternative billing options, the door is opening wider to 3rd-party app stores, and fees are generally coming down.Finally, AI infrastructure is running into the “copper wall” – and fiber-optic interconnects may be the answer. Silicon-photonics startups are suddenly hot as AI players search for ways to move vastly more data using less power.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Claude Cowork is becoming a major gateway for non-developers looking to make things using AI. Its plugins – most recently, for HR, design, investment banking, equity research, and more – can effectively turn Claude into long-running specialized agents for an array of functions and roles.Next, signals are indicating Apple’s growing commitment to shifting more manufacturing to the US. From Mac minis to chips, Apple is hedging for tariffs, geopolitics, and supply shocks – all the while still leaning heavily on China, India, and Vietnam.Finally, Nvidia is returning to consumer PCs with hybrid CPU-GPU processors aimed at powerful thin-and-light PCs with long battery life – the laptop version of today’s smartphones. Nvidia isn’t looking for near-term profits but rather a foothold in inference and the new class of “AI PCs.”Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, India has emerged as one of the most attractive markets for AI. After this week’s AI Impact Summit and a parade of sizable commitments by US and Indian companies, India looks set to exceed its $200B+ target for AI infrastructure investment by 2028.Next, licensing content for AI has begun to look more appealing since Anthropic’s $1.5B copyright settlement. Now, content marketplaces from the likes of Microsoft and Amazon are emerging to address this need.Finally, Uber’s $100M bet on AV fast-charging stations is defying its slumping stock price. Uber’s take is that AVs will drive growth for the entire category, that AV supply will eventually fragment, and that its role in demand aggregation and maximizing asset utilization will continue to capture value.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, the rising chatter about AI fatigue – what started as excitement over Claude Opus 4.5 and vibe-coding is settling into a more complicated reality. The productivity gains are real, but so are the coordination costs, cognitive load, and burnout.Next, instead of waiting a decade for a new reactor, Alva Energy wants to boost the output of existing nuclear plants by 200-300 MW each. With AI data centers hungry for electricity, squeezing 10 GW out of the current fleet might be the most pragmatic near-term move on the board.Finally, US lidar firms are consolidating while Chinese lidar makers sprint down the cost curve. With the price of Chinese-made lidar falling to $200, it begs the question of whether the writing is already on the wall with respect to China’s dominance in lidar. Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, SpaceX’s merger with xAI is set to supercharge Elon Musk’s orbital data center dreams. With SpaceX’s recent application to the FCC for up to 1M satellites and Musk pressing for an accelerated Jun 2026 IPO, the dots are starting to connect.Next, direct-to-patient drugs is becoming pharma’s new normal. The recent launch of TrumpRx has highlighted the ongoing shift over the past couple years towards direct-to-patient models by drugmakers, such as Eli Lilly, Pfizer, Novo Nordisk, Amgen, and AstraZeneca.Finally, AI is gunning for the legal sector – and SaaS is feeling it. The market panic might be premature but white-collar work is set for a major business-model change. It begs the question as to whether AI will turn services businesses into software-like freemium subscriptions.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, open-source AI agent OpenClaw – otherwise known as “Claude with hands” – has become the latest viral sensation. It’s open-source, runs locally, controlled through chat, and has shell access, which means it can do just about anything – including bad things.Next, AI seems to be making real progress in new formulations and materials. A broad array of examples have emerged in consumer and industrial products from new scents to new coatings – including, notably, battery chemistries, pharmaceuticals, and superconductors.Finally, the race to build world models is on, with players like Google DeepMind, Nvidia, xAI, Meta, and myriad startups like Yann LeCun’s AMI Labs in the ring. Some of the smartest researchers believe world models may be the key to unlocking AI’s next frontier.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, vibe-coding is hitting an inflection point – and it’s a major threat to software companies. What’s changing is how capable the tools have become and the pace of adoption by non-technical users.Next, Chinese EVs are starting to take over, making headway in Europe, Latin America, and other markets. BYD, Geely, and others are offering EVs that are not just cheaper but feature-rich enough to punch above their price point.Finally, data centers in space are looking like the future. Elon Musk, Jeff Bezos, Google, and others are getting serious about orbital data centers that could change the game around energy and other costs. SpaceX is in pole position, given that it has the lowest-cost rocket platform.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Apple has landed on Google’s Gemini for Siri – putting a capstone on a key decision that’s set to shape how consumers will use AI in their everyday lives. If you have an iPhone, you can finally let yourself wonder: “What if Siri was actually really good?”Next, the current hot set of AI use cases seems to be oriented around healthcare. The past couple weeks have seen launches of OpenAI for Healthcare, Claude for Healthcare, and Google’s open medical model MedGemma 1.5, among others.Finally, Walmart is expanding its drone delivery to a total of 270+ stores by 2027, covering 40M people. With a key regulatory change coming down the pipe this year, drone delivery is set to pick up steam. Players are aiming for an eventual cost of $1-2 per package at scale.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 top of chartered banks and stablecoins.Finally, Google is selling its TPUs to third parties, with $21B in orders from Anthropic and possibly more from Meta. It has some industry analysts speculating that TPUs could capture 20% of the AI chip market within a few years.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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.Finally, memory-chip makers can’t keep up with demand – and shortages are expected to last into 2026 and potentially beyond. Rising memory prices are driving up prices for electronics ranging from PCs to game consoles to smartphones.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 use of social media by minors.Finally, geothermal energy is quietly having a moment. Geothermal is promising faster, cheaper builds – with the potential to power data centers, displace natural gas, and provide baseload energy 24/7. Eventually, geothermal could be “far cheaper than natural gas.”Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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, and open up doors to new revenue streams.Finally, the US energy-storage build-out has quietly blown past its 8-year goal for 2025 – and it’s still going. The US now has 40+ GW of battery storage online, most of it landing in solar-heavy states like Texas, California, and Arizona.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 reaching a new phase where the technology has become capable and reliable enough for complex physical tasks at scale.Finally, multi-agent systems are getting organization-wide control planes. A wave of agent management tools are reflecting a growing need to treat AI agents like workers and teams, with access controls, dashboards, and metrics. Agent-to-agent collaboration opens the door, however, to risks like prompt-injection attacks.As an FYI, we’ll be taking next week off to enjoy time with our loved ones for Thanksgiving, and we hope you’re able to do the same. Our thanks to you for being a 6Pages reader – we don’t take our community for granted. Enjoy, and see you in December.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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.Finally, Teradar emerged from stealth with a $150M Series B and a solid-state terahertz sensor that combines the best of lidar and radar – at a price point of a few hundred dollars. The startup hopes to integrate the sensor into production cars by 2028.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 though, until policymakers redefine “accredited investor.”Finally, Trump struck a deal with drugmakers to cut the price of GLP-1 drugs, in exchange for broader coverage, faster FDA review, and a tariff reprieve. Perhaps most impactful in the long run – the most-favored nation pricing will apply to all future drug launches.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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.Finally, stablecoin payments are heading for prime time. Incumbents like Zelle and Western Union are jumping in to offer cross-border stablecoin payments before they get bypassed. Cross-border payments are shaping up to be one of the primary use cases for stablecoin.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 warehouses by 2027. The Shreveport facility already has 1,000+ robots and 25% fewer workers – and falling to 50% fewer workers by next year.Finally, China just unveiled the outline of its 15th Five-Year Plan for 2026-2030. The plan centers on technological self-reliance, advanced manufacturing, and boosting domestic consumption – all while keeping an eye on national security and its social issues (e.g. youth unemployment).Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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, and could be gearing up to take on Nvidia.Finally, menopause care is getting some long-overdue attention – with Hims & Hers joining a wave of startups in offering DTC menopause care. Telehealth platforms, personalized hormone therapy, and menopause benefits (now offered at 25% of large US employers) are making it easier for women to get care.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 cross-border transfers and FX.Finally, OpenAI just dropped a viral video-generation social app powered by Sora 2, and it’s already hit #1 on the App Store. With its video realism and ChatGPT-style virality, this seems like another step in OpenAI’s journey to become the next consumer big tech firm.One last note – the 6Pages team is going on hiatus next week as we travel, but we’ll be back the following week. Our thanks, as always, to you for continuing to be a reader and a part of the 6Pages community.best,TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 the data and overseeing the retraining of TikTok’s recommendation algorithm.Finally, Amazon will deliver orders placed on Shopify, Walmart, and Shein through its Multi-Channel Fulfillment program. Sellers pooling their inventory across Amazon and non-Amazon sales channels are seeing a 19% increase in sales, 19% reduction in out-of-stocks, and 12% improvement in inventory turnover on average.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 more convenient, cheaper to manufacture, and easier to ship worldwide.Finally, it may soon be as easy to buy an ad on premium TV as it is to set up an Instagram campaign. Media giants and consumer hardware firms are investing in self-service platforms and AI tools to democratize access to TV ads – including premium TV.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 performanceNext, 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.Finally, SpaceX just signed a $17B deal to acquire the "golden band" for direct-to-cell satellite service from EchoStar. Once Starlink’s next-gen D2C satellites are ready and handset chipsets updated, Starlink will be able to provide 5G connectivity anywhere in the world.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 chatbots.Finally, Uber and Lyft struck a deal with California to let drivers unionize in exchange for lower insurance costs. The reduced insurance requirements is a big deal for them – and their users – since insurance is by far their largest expense line.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 their work.Finally, AI players like Perplexity and OpenAI are circling the browser as Google’s search-related antitrust remedies loom. The browser offers a powerful window into user intent – and the clearest path for AI agents to gain context, execute workflows, and become the digital front door to everything.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 the attackers have a head start.Finally, Chinese-founded AI agent startup Manus has reached a $90M revenue run-rate, after early traction. Manus – known for its autonomous multi-step task planning and execution – can deploy armies of 100+ agents in parallel to achieve complex objectives.Enjoy.– TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 launches.Finally, AI connectors are promising to become a security headache. While tools like OpenAI’s connectors can make agents more useful by pulling in your Gmail, Google Drive, and Google Calendar, this highly sensitive data increases the potential attack surface for hackers.One final note – beware hallucinations from GPT-5! Our team tested the new model out while writing this Edition and were more than a bit shocked at how convincing the hallucinations were, e.g. multiple specific data points drawn from nowhere but written with a lot of context. Luckily, we did our usual fine-toothed editing but it would be very easy to get sloppy.Enjoy, and feel free to hit ‘reply’ and let us know what you think.TamSign up for free briefs mostly written by real people on 6Pages.com

Hi 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 to train on licensed tracks on an opt-in basis, and share revenue with rights holders.Finally, Google’s DeepMind announced Genie 3 – an AI “world model” that can generate 3D environments in real time as users interact within the world. Users can even change parameters like weather conditions, and introduce new objects/characters.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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 the US.Finally, autonomous trucking looks like it might finally be arriving soon. Aurora Innovation now has 3 autonomous Class 8 heavy trucks in commercial operation, hauling grocery at night along the 200+-mile stretch between Dallas and Houston.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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 toward personalized ride-hailing. Given the rapid rollout of robotaxis and in-car AI, ride-hailing platforms are racing to make themselves indispensable before they’re disintermediated.Finally, lab-grown pork fat just got full approval in the US, marking the first new green light for cultured meat since 2023. Mission Barns’ pork fat will hit Sprouts grocery stores in Q3 2025 – starting in italian meatballs and applewood-smoked bacon. It’s a big step for alt-meat, even while Upside Foods and GOOD Meat struggle to scale production and 7 states have banned it.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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, fintechs, and even retailers like Walmart and Amazon to explore their own stablecoins. Finally, China’s flex of its rare-earth dominance is causing shortages and spurring investment in the US supply chain. MP Materials – with backing from the Pentagon and Apple – is expanding its processing and magnet production, while Ramaco just opened the first new rare-earths mine in the US in 70+ years.Enjoy.– TamSign up for free briefs written by real people on 6Pages.com

Hi 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, and market harm.Next, robots are expanding their footprint in warehouses, with shippers and retailers rolling out systems that can even load and unload trailers – the “holy grail” of warehouse automation. Amazon now has 1M+ robots, and will soon have more robots than humans in its warehouses.Finally, the US is making a big push on nuclear energy. Spurred by 4 new executive orders aiming to streamline approvals and triple nuclear capacity by 2050, state governments and tech firms are making notable moves to invest in nuclear.One last note – while we’re not going to take credit for the market run-up, we’ve been mildly surprised at how some of the shifts in past briefs have come to fruition. Hope you were able to get into Uber (up 46% since “Uber steers toward autonomous driving”), Oracle (up 50% since we mentioned its deal with OpenAI in “GPT-5's troubles and what's next for AI data”), or Rocket Lab (up 582% since we called it one of the private-sector space players left standing in “SpaceX’s new Bandwagon rideshare program”).best,TamSign up for free briefs written by real people on 6Pages.com

Hi 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 data, Scale AI has become the go-to vendor for many leading AI players – and now, potentially, Meta’s competitive advantage.Finally, deep-sea desalination is getting real – and may be the most energy-efficient way to turn the ocean into drinking water. By using natural deep-sea pressure to drive reverse osmosis, startups are aiming for automated “water farms” that use less energy, require less shoreline, and disperse brine with less environmental damage.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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 integration, while Perplexity is partnering up with Samsung, Motorola, and maybe Apple.Finally, companies like Morgan Stanley are using AI code assistants to rewrite legacy codebases written in Cobol, Fortran, and Perl. With 800B+ lines of legacy code still out there, this could be key to unlocking modernization – without breaking our financial systems.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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 policymakers seeking to regulate kids’ access.Finally, vibe coding is all the rage right now in the world of AI. The term references how developers can describe what they want the software to do – i.e. the “vibe” or intent – while letting AI handle the technical implementation details. It’s spawning a new generation of lightweight throwaway apps, developed by “citizen developers” using no-code approaches.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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 and was delivered within 6 months – a template that could be used for other individualized treatments for rare-disease patients.Finally, Xiaomi just revealed a 3nm mobile chip near the cutting edge of chip development, signaling how China’s chip industry continues to press forward despite US sanctions. While the chip is likely being made by TSMC, it was designed in-house by Xiaomi.Enjoy. TamSign up for free briefs written by real people on 6Pages.com

Hi 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 businesses.Finally, Airbnb is now fully in the services business, launching a vetted marketplace of private chefs, personal trainers, beauty treatments, and more. Unlike its prior attempt, this feels like a serious strategic expansion and an effort to position itself vis-à-vis the ongoing AI wave.Enjoy.TamSign up for free briefs written by real people on 6Pages.com

Hi 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 hope to stay relevant in a future of agentic commerce.Finally, multi-agent AI systems are officially in the wild, with Accenture running 50+ of them (and targeting 100+ by year-end). Meanwhile, Google’s Agent2Agent open protocol for agent-to-agent interoperability and coordination is gaining traction. Enjoy.– TamSign up for free briefs written by real people on 6Pages.com

Hi 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 inches closer to advertising. Its search results are “organic” for now but OpenAI has avenues for making money from this that are not sponsored ads. Its moves are a threat to Google, Amazon, and media companies’ affiliate-marketing sites.Finally, researchers are learning that AI models “think” like bags of heuristics. Mechanistic interpretability researchers, led by Anthropic, are racing to make AI models more understandable – before models take on higher-stakes responsibilities as autonomous agents.Enjoy.– TamSign up for free briefs written by real people on 6Pages.com

Hi 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.Finally, there’s a brewing problem with AI benchmarks. Popular benchmarks are becoming saturated, AI players are overfitting models, and models that do well on benchmarks aren’t doing well in the real world. On the other hand, it seems we’re in the “thousand flowers blooming” era of AI benchmarks.Enjoy.– TamSign up for free briefs written by real people on 6Pages.com

Hi 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 order where importing to the US has suddenly become much more expensive.Finally, factory-direct shopping is having a moment, as shoppers flood to Chinese app DHgate to buy directly from Chinese factories, amid tariffs and the de minimis closure. It’s a messy story – full of Hermès-quality products that could be dupes or counterfeits, and viral videos that might be a coordinated China-backed campaign.Enjoy.– TamSign up for free briefs written by real people on 6Pages.com