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
108 episodes
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
3 Shifts Edition (Sep 5 2025): Google's search antitrust remedies, GEO is the new SEO for AI, Uber & Lyft's deal to let drivers unionize
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, remedies in the Google search antitrust case have dropped – and Google has come out relatively unscathed. While Google is barred from exclusive ...
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22:41
3 Shifts Edition (Aug 29 2025): A marked shift in Fed policy, The bifurcation of entry-level jobs, AI players circle the browser
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, the Fed signaled a policy shift last week, with Powell framing a recalibration of the Fed’s inflation strategy away from prolonged overshoots ov...
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50:20
3 Shifts Edition (Aug 22 2025): Google's AI for the home and on the go, How hackers are now using AI, The up-and-coming Chinese agentic startup Manus
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Google’s new Gemini-powered hardware is tempting iPhone users to cross over. Gemini for Home is a major smart-home upgrade, and the Pixel 10’s “...
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25:30
3 Shifts Edition (Aug 15 2025): Amazon expands same-day grocery delivery, Trump cuts space-industry regulation, The problem with AI connectors
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, Amazon is expanding same-day fresh grocery delivery to 1,000+ cities, with plans to more than double that by end of 2025. With Prime members now...
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18:20
3 Shifts Edition (Aug 8 2025): OpenAI unveils GPT-5 & open LLMs, ElevenLabs & legal AI-generated music, DeepMind's real-time world model
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, OpenAI dropped GPT-5 this week, along with its first open-weight models in a long while. While GPT-5 might be the best all-around model (or hybr...
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21:37
3 Shifts Edition (Aug 1 2025): Enterprises prefer Anthropic vs. OpenAI, EPA begins its repeal of the endangerment finding, Is autonomous trucking almost here?
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, enterprises now prefer Anthropic’s Claude over OpenAI, according to Menlo Ventures. Anthropic is the new leader in enterprise AI with 32% ...
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21:04
3 Shifts Edition (Jul 25 2025): Smart jewelry is back in style, Uber and Lyft riders get more choices, Lab-cultured pork fat gets approval
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, smart jewelry is suddenly one of the hottest fronts in the AI device race. Amazon just acquired Bee’s always-listening bracelet, Meta is working...
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17:47
3 Shifts Edition (Jul 18 2025): AI takes aim at financial analysts, Stablecoins and the GENIUS Act, The problem of rare-earth shortages
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, AI is taking aim at financial analysts. Anthropic’s Claude for Financial Services can analyze market data, build DCF models, and generate invest...
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25:48
3 Shifts Edition (Jul 11 2025): Copyrights and AI training data, Robots take hold in warehousing, The US push for more nuclear plants
Hi everyone – we’re back! Much has happened in the world of market shifts while we were on hiatus, so much that we even considered making this a “17 shifts” catch-up edition. In lieu of that, we have a longer-than-usual “cutting room floor” ...
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21:07
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