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,
Tam

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