Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

6Pages Podcasts

show episodes
 
Make better and faster decisions in response to far-reaching market shifts in business and technology. Featuring content from our 6Pages subscription service, a new kind of market intelligence for professional decision-makers. Learn more and sign up for free summaries of our deeply researched briefs on 6Pages.com.
  continue reading
 
Loading …
show series
 
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 nee…
  continue reading
 
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.…
  continue reading
 
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. N…
  continue reading
 
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…
  continue reading
 
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 fo…
  continue reading
 
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 w…
  continue reading
 
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 spreadsheet…
  continue reading
 
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 a…
  continue reading
 
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 look…
  continue reading
 
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 …
  continue reading
 
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 …
  continue reading
 
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 m…
  continue reading
 
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 r…
  continue reading
 
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…
  continue reading
 
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 pursu…
  continue reading
 
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 pressur…
  continue reading
 
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, man…
  continue reading
 
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s tariff rollercoaster is giving the markets whiplash, with a surprise 90-day pause on most “reciprocal” tariffs alongside a major hike on China. The S&P 500 bounced, the dollar sank, and 10-year Treasury yields surged, leaving some wondering if bond traders (…
  continue reading
 
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s blanket tariffs are crashing the economy, with nearly all major US trading partners hit with new levies. Some, like the EU, China, and Vietnam, are facing eye-popping 20-65%+ rates. The 25% auto tariffs are now live too, sending car prices higher. Next, Amaz…
  continue reading
 
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, OpenAI’s new image-generation feature is shockingly useful. It will actually follow the user’s direction as you iterate on a piece of work – instead of having to continually spin the roulette wheel and hope it spits out something useful. Next, Europe is finally seri…
  continue reading
 
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Amazon is making big moves on multiple fronts, from its own reasoning model to slashing prices on chips to a supercharged Alexa to challenges to Google’s cross-site ad-buying platform. After a stretch of cost-cutting, Amazon is planning a $100B capex budget for 2025…
  continue reading
 
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, 2025 is finally showing nascent signs of a more full-throttled comeback for M&A, after years of sluggish activity. With examples like Rocket snapping up Redfin and Unilever shedding €1B in brands, dealmaking seems to be warming up. A looser antitrust stance under th…
  continue reading
 
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s 25% tariffs on North American allies have taken effect – at least for the 62% of the imports from Canada and 50% of the imports from Mexico that remain exposed after the recent amendments. Canada has fired back with tariffs on $30B CAD worth of US goods, and…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. First, TikTok Shop is seeing significant growth in the US – with 153% year-over-year growth, far outpacing rivals like Shein and Temu. Despite uncertainty around TikTok’s future in the US, the platform’s shoppable videos, live-selling, and branded stores are making their mark on social …
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. When selecting the 3 market shifts that you should know about every week, our 6Pages team typically looks for shifts that aren’t just big but also have an element of being surprising. That certainly fit the bill this week. Our first Shift explores Elon Musk’s xAI and the progress of its…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift delves into the growing sentiment against “forever chemicals” – known as PFAS – among policymakers and consumers. Recent months have seen state-level bans of products with PFAS as well as a wave of new PFAS-related consumer lawsuits. Next, tech-sector unemployment recent…
  continue reading
 
Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. A lot has changed in the past week, and the Gulf of Mexico becoming the Gulf of America is not even the strangest. In our first Shift: The long-promised tariffs have become real – at least for China. (The tariffs on Canada and Mexico were paused for 30 days.) Notably, the executive…
  continue reading
 
Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. It’s been a tumultuous week in the markets but if you’re looking for DeepSeek, we wrote about it in our 3 Shifts Edition on Jan 17: “China’s notable progress in AI models.” (We also covered it in our Jan 10 edition the week prior.) Looking ahead now, our first Shift delves into the…
  continue reading
 
Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. Our first Shift revisits the TikTok ban, now that it has technically gone into effect. The ban is being facilitated by app-store owners Apple and Google, who are still complying with the law despite Trump’s 75-day non-enforcement. A resolution is needed since the app will eventuall…
  continue reading
 
Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. We hope this writing finds you safe and well. Our first Shift examines the massive insured losses stemming from the catastrophic Los Angeles wildfires, and what it will mean for homeowners and insurers in the future. Higher premiums in the years ahead are a given. The question is h…
  continue reading
 
Hi everyone – happy 2025, and welcome back to the AI-generated podcast version of your 3 Shifts Edition. Our first Shift takes a look at Meta’s decision to stop 3rd-party fact-checking and take a lighter touch with content moderation, moving instead towards a user-generated "Community Notes" model (like X). We may see other big tech firms follow Me…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift takes a look at “the first criminal tax evasion prosecution centered solely on cryptocurrency.” An individual investor was sentenced to two years in prison for underreporting capital gains from $4M+ in crypto sales. The prosecution is signaling a shift in enforcement by …
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift fills in some of the blanks since the last time we covered incoming President Trump’s slate of appointments last month. In this brief, we zoom in on the more notable among the key regulators and administrators who will shape the economy during the 2nd Trump administratio…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift fills in the blanks as to what Amazon – still the #1 cloud player – is doing to catch up in AI. Recently, and at this week’s re:Invent, it made a strong case that it’s committed to being among the winners in generative AI – and that it has some sound pillars to stand on.…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the eye-opening growth of X alternatives Threads (owned by Meta) and Bluesky, in the aftermath of the election and the subsequent exodus of “Twitter quitters.” While X remains the leading “digital public square” app, Threads is nearing its size and Bluesky is gr…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the spate of appointments made by Trump since the election. It promises to reshape the federal government and its regulators, and potentially open up M&A transactions next year. Next, we delve into the long-awaited launch of Amazon Haul – an ultra-low-priced sec…
  continue reading
 
Hi everyone – what a week! Welcome to your [AI-generated] post-election 3 Shifts Edition. The coming transition will shift the market in many ways, but with control of the House still up for grabs, we’ll try to focus on what we know. Our first Shift looks at the tension between this week’s market optimism and the expected new tariff regime, which a…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift delves into the fascinating debate about what is open-source AI. The Open Source Initiative’s release of its official definition this week is causing waves, with Meta – an OSI backer – publicly disagreeing with the definition. Next, struggles in Boeing and Airbus’ space …
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at Amazon and Walmart’s recent expansions of their same-day prescription delivery. While Amazon made its announcement first, Walmart is the one leading the way with free medication delivery for Walmart+ members, in conjunction with grocery orders. Next, J&J’s FDA-a…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the recent spate of retailers – e.g. IKEA, Costco, Whole Foods – engaging in consumer price cuts of 10-20%. Price levels are still 21% higher than in pre-pandemic Feb 2020, but they seem to be heading in the right direction. Next, the battle between WordPress an…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the recent launches of tools like OpenAI’s Canvas that are pointing to collaborative AI being what’s next for the field. How people work with AI is perhaps as important as what the underlying model can do. Next, NotebookLM’s Audio Overview feature can use source…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at OpenAI’s for-profit transformation and journey to becoming the next big tech firm. Its transformation is more than just legal structure – it’s a cultural shift from a research organization to becoming a very different “product-first” firm. Next, news outlets lik…
  continue reading
 
Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the price war underway in the new class of weight-loss drugs. Now that supply shortages are easing, the two heavyweights – Novo Nordisk and Eli Lilly – are slashing prices and changing business models. Take a read to find out which one is in the lead. Next, Meta…
  continue reading
 
(1) Facebook & other big tech firms invest in subsea cables to advance global connectivity (1:08). (2) What’s Axel Springer up to with its US media acquisitions? (8:34). (3) Big Oil is ramping up investments in cleantech startups (14:27). Read this 3 Shifts Edition: https://6pag.es/nyx8hg. Sign up to receive free summaries of our deeply researched …
  continue reading
 
(1) Apple’s new child protection features – and what they mean for user privacy (1:10). (2) Will Salesforce+ become the “Netflix for business professionals”? (8:37). (3) Amazon helps sellers resell their returned & overstock inventory (13:55). Read this 3 Shifts Edition: https://6pag.es/vb97fh. Sign up to receive free summaries of our deeply resear…
  continue reading
 
(1) Brain-computer interface startups are entering clinical trials and attracting investments (1:10). (2) Why are Amazon & Walmart offering their infrastructure to ecommerce rivals? (8:38). (3) Big tech wants to analyze encrypted data using homomorphic encryption (14:06). Read this 3 Shifts Edition: https://6pag.es/vxa674. Sign up to receive free s…
  continue reading
 
(1) Facebook wants to be a “metaverse company” and the outlook on virtual worlds (1:03). (2) Can iron-based batteries unlock affordable, multi-day energy storage? (7:08). (3) Alphabet launches Intrinsic to tackle the persistent challenges in industrial robotics (12:55). Read this 3 Shifts Edition: https://6pag.es/444n82. Sign up to receive free sum…
  continue reading
 
(1) Ecommerce rollups aggregating online brands are getting bigger and more global (1:07). (2) Square’s sprawling ambitions in all-in-one SMB services and consumer financial services (5:21). (3) Zoom makes a $14.7B jump with both feet into cloud-based contact centers (11:21). Read this 3 Shifts Edition: https://6pag.es/5jd82f. Sign up to receive fr…
  continue reading
 
(1) The biggest shifts in Biden’s sweeping executive order on competition (1:03). (2) China’s new carbon-trading market & the carbon-tracking opportunity (10:01). (3) Alt-chicken is gaining a bigger voice at the table (15:50). Read this 3 Shifts Edition: https://6pag.es/gt6zg8. Sign up to receive free summaries of our deeply researched briefs: 6Pag…
  continue reading
 
(1) A crop of US startups are promising “instant delivery” in under 30 minutes (0:53). (2) Vaccine certificate programs are being rolled out (8:38). (3) TikTok’s AI recommendation engine is now for sale (13:37). Read this 3 Shifts Edition: https://6pag.es/jpjdbm. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play