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.

Tam

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