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
132 episodes
3 Shifts Edition (Mar 27 2026): Google's TurboQuant algorithm, The changing tides of tech liability, Controlling your AI agent on the go
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Google’s TurboQuant algorithm is promising to “[reduce] LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero a...
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45:11
3 Shifts Edition (Mar 20 2026): The resurgence of US service businesses, Amazon returns to ultra-fast deliveries, Payment protocols for agents
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, US retail leasing by services businesses has edged out goods-based tenants for the first time on record. The proliferation of gyms, medspas, sal...
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57:45
3 Shifts Edition (Mar 13 2026): Deal-making and inference chips, AI players tying up with consulting, Nasdaq and NYSE want to tokenize stocks
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, in the AI chip race, inference is where the real volume game sits – and unfortunately Nvidia’s general-purpose GPUs aren’t ideal for inference. ...
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59:46
3 Shifts Edition (Mar 6 2026): Consumers drawn to stablecoin yields, Google's big app-store changes, From copper to fiber-optic interconnects
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, consumers hunting for yield are discovering stablecoin rewards. While returns on stablecoin can be significantly higher, the catch is that these...
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1:07:18
3 Shifts Edition (Feb 27 2026): Claude Cowork's new skills and features, Apple products made in the USA, Nvidia is returning to consumer PCs
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Claude Cowork is becoming a major gateway for non-developers looking to make things using AI. Its plugins – most recently, for HR, design, inves...
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55:44
3 Shifts Edition (Feb 20 2026): India’s big AI ambitions, Content marketplaces for AI, Uber's $100M bet on AV fast-charging stations
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, India has emerged as one of the most attractive markets for AI. After this week’s AI Impact Summit and a parade of sizable commitments by US and...
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37:41
3 Shifts Edition (Feb 13 2026): End-to-end SWE and AI fatigue, Boosting the output of existing nuclear plants, The consolidation of the lidar industry
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, the rising chatter about AI fatigue – what started as excitement over Claude Opus 4.5 and vibe-coding is settling into a more complicated realit...
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36:18
3 Shifts Edition (Feb 6 2026): The sudden merger of SpaceX and xAI, Direct-to-patient drugs is becoming the norm, Software and the legal sector
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, SpaceX’s merger with xAI is set to supercharge Elon Musk’s orbital data center dreams. With SpaceX’s recent application to the FCC for up to 1M ...
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36:08
3 Shifts Edition (Jan 30 2026): OpenClaw & open-source AI agents, AI is making new formulations & materials, The world model race
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, open-source AI agent OpenClaw – otherwise known as “Claude with hands” – has become the latest viral sensation. It’s open-source, runs locally, ...
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32:44
3 Shifts Edition (Jan 23 2026): Vibe-coding’s inflection point, Chinese EVs are taking over, Data centers in space
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, vibe-coding is hitting an inflection point – and it’s a major threat to software companies. What’s changing is how capable the tools have become...
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27:19
3 Shifts Edition (Jan 16 2026): Siri finally gets direction with Gemini, AI players aim for healthcare, Walmart takes drone delivery mainstream
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Apple has landed on Google’s Gemini for Siri – putting a capstone on a key decision that’s set to shape how consumers will use AI in their every...
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22:44
3 Shifts Edition (Jan 9 2026): 2026 IPO filings have begun, The new class of stablecoin-based neobanks, TPUs & custom AI chips will be a big category
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].Our ...
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35:35
3 Shifts Edition (Dec 19 2025): Trump’s order reclassifying marijuana, IPOs are surging, Memory-chip shortages & higher prices
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, President Trump just signed an executive order to reclassify marijuana from Schedule I to Schedule III. The move will change the game for medica...
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32:31
3 Shifts Edition (Dec 12 2025): Trump's order on national AI regulation, Bans on minors using social media, Geothermal quietly gains more steam
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Trump just signed an executive order that sets a course for a national AI policy framework (vs. the growing patchwork of state AI laws). Until f...
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41:56
3 Shifts Edition (Dec 5 2025): China’s AI & what it means for mfg costs, Netflix's $83B deal for WBD studios & HBO Max, Energy storage's quiet build-out
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, China’s AI progress is being deployed in manufacturing systems, with some dramatic cost reductions being reported. Chinese open models’ share of...
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30:23
3 Shifts Edition (Nov 21 2025): Gemini 3 and Google’s progress, AI is going industrial, Managing agents like employees
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Gemini 3 marks a real turning point for Google, which is clearly the AI player to beat right now. The new flagship model is strongly topping lea...
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41:58
3 Shifts Edition (Nov 14 2025): Are rewards cards going away?, OpenAI's faster GPT-5.1, Teradar's cheaper lidar
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Visa and Mastercard have proposed a sweeping settlement that could upend credit-card rewards as we know them. The $38B deal would let merchants ...
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33:54
3 Shifts Edition (Nov 7 2025): What's up with prediction markets, Brokerages offering private shares, Trump's deal on weight-loss drugs
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, prediction markets are heating up fast, with trading volumes now topping $2B weekly and a dizzying web of brokerages, exchanges, and crypto and ...
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31:55
3 Shifts Edition (Oct 31 2025): All of these white-collar layoffs, What OpenAI's conversion will mean, Stablecoin payments pick up steam
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, there’s been a steady stream of white-collar layoff announcements from companies like Amazon, Meta, YouTube, Goldman Sachs, and Target. If we di...
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29:18
3 Shifts Edition (Oct 24 2025): AI web browsers will be the norm, Are Amazon warehouses going mostly robotic?, China's new 5-year economic blueprint
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, AI web browsers are officially a thing. This week saw the long-awaited debut of OpenAI’s ChatGPT Atlas browser, followed quickly by Microsoft’s ...
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36:53
3 Shifts Edition (Oct 17 2025): The expanding retail-trading boom, OpenAI’s crafty deal-making in chips, DTC menopause treatments are here
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, retail trading has hit an inflection point – and this time it’s not just meme stocks. For the first time, a majority (54%) of working-class Amer...
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34:46
3 Shifts Edition (Oct 3 2025): Apps can use Apple’s local AI model, Stripe's stablecoin issuance platform, OpenAI's Sora social app
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Apple is letting developers use its local AI model for free, and the app updates are rolling in fast. The model may be just 3B parameters but it...
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31:19
3 Shifts Edition (Sep 26 2025): The $100K H-1B visa, The US deal for TikTok, Amazon will deliver its rivals’ orders
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Trump’s $100K H-1B visa has companies and workers scrambling. While the $100K fee won’t apply to renewals or existing H-1B holders, the administ...
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40:46
3 Shifts Edition (Sep 19 2025): Google’s Gemini edges ahead, GLP-1 drugs in pill form, TV ads become like digital ads
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Google’s Gemini elbowed past ChatGPT to become the #1 app in Apple’s App Store globally, boosted by the viral breakout of the Nano Banana image-...
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34:33
3 Shifts Edition (Sep 12 2025): Copy trading & Robinhood Social, An open standard for licensing content, SpaceX buys $17B in spectrum
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Robinhood is aiming to be a financial superapp with the launch of Robinhood Social. The social network’s idea generation and signal-to-noise rat...
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30:15