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.

Tam

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