6Pages Market Shifts
Episodes
135 episodes
3 Shifts Edition (Apr 24 2026): Green-lighting marijuana & psychedelics, Amazon Leo, Blue Origin and the space race, The new ultra-fast charging batteries
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, the DOJ just reclassified medical marijuana as a Schedule III drug. A hearing is also scheduled to address the full rescheduling of all marijuan...
3 Shifts Edition (Apr 10 2026): Anthropic's Mythos and Project Glasswing, Is advanced chip packaging the next AI bottleneck?, The business of weather modification
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Anthropic’s new Mythos frontier model – rumored to be in the 10T-parameter class – may be cybersecurity teams’ best tool and worst nightmare. It...
3 Shifts Edition (Apr 3 2026): Compressing models without losing capability, The movement to ban new data centers, Automakers want free of dealerships
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, compressed 1-bit models like PrismML’s Bonsai are showing it’s possible to be competitive in performance while being 14x smaller, 8x faster, and...
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...
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...
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. ...
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...
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...
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...
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...
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 ...
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, ...
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...
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...
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 ...
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...
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...
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...
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...
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 ...
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 ...
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...
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 ...
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...
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...