3 Shifts Edition (Dec 6 2024): What Amazon is doing to catch up in AI, Perplexity & gen AI players eye ads, FCC OKs Starlink & T-Mobile’s service Artwork

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.

All Episodes

6Pages Market Shifts

3 Shifts Edition (Dec 6 2024): What Amazon is doing to catch up in AI, Perplexity & gen AI players eye ads, FCC OKs Starlink & T-Mobile’s service

December 06, 2024 • 6Pages

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.

Our first Shift fills in the blanks as to what Amazon – still the #1 cloud player – is doing to catch up in AI. Recently, and at this week’s re:Invent, it made a strong case that it’s committed to being among the winners in generative AI – and that it has some sound pillars to stand on.

In the world of 6Pages, we sometimes joke that “one signal is a data point, two signals is a trend.” Now, we have two major AI startups – Perplexity and OpenAI – talking about bringing ads to their interfaces. So…new technology but basically the same economics?

And in our final Shift, the FCC has finally approved Starlink’s direct-to-cell service with T-Mobile – in a first for the FCC. T-Mobile users might soon have access to satellite-based texting in cellular dead zones across the US.

Sign up for free briefs written by real people on 6Pages.com

Enjoy.

– Tam