6Pages Market Shifts
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.
Episodes
98 episodes
3 Shifts Edition (Jun 13 2025): Shrinkages in the US labor market, Scale AI and Meta's $15B investment, Deep-sea desalination
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 se...
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34:54
3 Shifts Edition (Jun 6 2025): Mary Meeker’s newest trends report, AI’s hunt for distribution partners, Rewriting legacy codebases with AI
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 ...
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44:28
3 Shifts Edition (May 30 2025): California may lose its emissions waivers, App stores will need to verify ages, “Vibe coding” and personal apps
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...
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33:08
3 Shifts Edition (May 23 2025): AI slop and its farmers, CRISPR therapies for individuals, Xiaomi's 3nm mobile chip
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 channel...
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26:22
3 Shifts Edition (May 16 2025): The rise of APIs for AI web search, Crypto's regulatory barriers come down, The Airbnb of services
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....
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21:33
3 Shifts Edition (May 9 2025): What Apple's payments ruling means, Card networks open up to AI agents, Multi-agent AI systems are live
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 Pat...
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33:48
3 Shifts Edition (May 2 2025): The flurry around robotaxis, AI players inch towards ads, Interpretability & how AI models think
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 ...
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38:56
3 Shifts Edition (Apr 25 2025): Restarting student loan collections, Protein snacks and everything, The problem with AI benchmarks
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 t...
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22:30
3 Shifts Edition (Apr 18 2025): The growth of AI big tech, What’s coming back to the US, DHgate & factory-direct shopping
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 cha...
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32:42
3 Shifts Edition (Apr 11 2025): The tariff rollercoaster and China, Navigating the de minimis closure, Google Workspace’s automation flows
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...
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24:31
3 Shifts Edition (Apr 4 2025): Blanket tariffs and the auto industry, Amazon becomes a full-fledged studio, Instacart maps store shelves
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 V...
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27:54
3 Shifts Edition (Mar 28 2025): OpenAI and advanced image generation, Europe's defense mobilization, China’s commercial space industry
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 – ins...
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24:32
3 Shifts Edition (Mar 21 2025): Amazon gets ambitious, The EPA’s regulation rollback begins, BYD EVs can charge 400 km in 5 min
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...
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25:29
3 Shifts Edition (Mar 14 2025): Is this a surge in M&A?, AI’s inevitability in ad-buying, Trump’s revival of US shipbuilding
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...
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16:56
3 Shifts Edition (Mar 7 2025): 25% tariffs on Canada & Mexico, The body blow to federal consulting, Google’s crackdown on search manipulation
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 Mex...
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28:42
3 Shifts Edition (Feb 28 2025): The growth of TikTok Shop, When will humanoid robots be useful?, Distributed networks of GPUs
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 Tik...
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31:57
3 Shifts Edition (Feb 21 2025): xAI’s Grok 3 is highly performant, Arm will make its own chips, China’s breakneck pace in biotech
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 surpri...
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17:37
3 Shifts Edition (Feb 14 2025): The fight against “forever chemicals”, Tech unemployment reaches 5.7%, “Deep research” tools everywhere
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...
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15:38
3 Shifts Edition (Feb 7 2025): Tariffs and the de minimis closure, The end of the CFPB, Distillation and AI economics
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 ...
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17:33
3 Shifts Edition (Jan 31 2025): The Fed’s pause on rate cuts, A private-sector rollback on DEI, This generation of personal AI assistants
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: “
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25:58
3 Shifts Edition (Jan 24 2025): TikTok is off app stores, Trump's executive orders, Blue Origin's New Glenn launch
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 ar...
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31:01
3 Shifts Edition (Jan 17 2025): What happens to US home insurance next, China’s notable progress in AI models, NATO countries’ defense spending will rise
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...
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18:36
3 Shifts Edition (Jan 10 2025): Social media’s shift away from moderation, GPT-5’s troubles and AI data, Uber steers toward autonomous driving
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...
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28:48
3 Shifts Edition (Dec 20 2024): Jail time for crypto tax evasion, The carveout of cable channels, The transformation of ad agencies
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...
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15:17
3 Shifts Edition (Dec 13 2024): Trump's latest regulators of note, Will TikTok actually get banned?, Google breaks through with its Willow quantum chips
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 ...
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18:50