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.

– Tam

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