3 Shifts Edition (Jan 23 2026): Vibe-coding’s inflection point, Chinese EVs are taking over, Data centers in space Artwork

6Pages Market Shifts

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6Pages Market Shifts

3 Shifts Edition (Jan 23 2026): Vibe-coding’s inflection point, Chinese EVs are taking over, Data centers in space

January 24, 2026 • 6Pages

0:00 | 27:19

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 and the pace of adoption by non-technical users.

Next, Chinese EVs are starting to take over, making headway in Europe, Latin America, and other markets. BYD, Geely, and others are offering EVs that are not just cheaper but feature-rich enough to punch above their price point.

Finally, data centers in space are looking like the future. Elon Musk, Jeff Bezos, Google, and others are getting serious about orbital data centers that could change the game around energy and other costs. SpaceX is in pole position, given that it has the lowest-cost rocket platform.

Enjoy.

Tam

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