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
120 episodes
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
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