Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift fills in some of the blanks since the last time we covered incoming President Trump’s slate of appointments last month. In this brief, we zoom in on the more notable among the key regulators and administrators who will shape the economy during the 2nd Trump administratio…

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.…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the eye-opening growth of X alternatives Threads (owned by Meta) and Bluesky, in the aftermath of the election and the subsequent exodus of “Twitter quitters.” While X remains the leading “digital public square” app, Threads is nearing its size and Bluesky is gr…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the spate of appointments made by Trump since the election. It promises to reshape the federal government and its regulators, and potentially open up M&A transactions next year. Next, we delve into the long-awaited launch of Amazon Haul – an ultra-low-priced sec…

Hi everyone – what a week! Welcome to your [AI-generated] post-election 3 Shifts Edition. The coming transition will shift the market in many ways, but with control of the House still up for grabs, we’ll try to focus on what we know. Our first Shift looks at the tension between this week’s market optimism and the expected new tariff regime, which a…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift delves into the fascinating debate about what is open-source AI. The Open Source Initiative’s release of its official definition this week is causing waves, with Meta – an OSI backer – publicly disagreeing with the definition. Next, struggles in Boeing and Airbus’ space …

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at Amazon and Walmart’s recent expansions of their same-day prescription delivery. While Amazon made its announcement first, Walmart is the one leading the way with free medication delivery for Walmart+ members, in conjunction with grocery orders. Next, J&J’s FDA-a…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the recent spate of retailers – e.g. IKEA, Costco, Whole Foods – engaging in consumer price cuts of 10-20%. Price levels are still 21% higher than in pre-pandemic Feb 2020, but they seem to be heading in the right direction. Next, the battle between WordPress an…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the recent launches of tools like OpenAI’s Canvas that are pointing to collaborative AI being what’s next for the field. How people work with AI is perhaps as important as what the underlying model can do. Next, NotebookLM’s Audio Overview feature can use source…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at OpenAI’s for-profit transformation and journey to becoming the next big tech firm. Its transformation is more than just legal structure – it’s a cultural shift from a research organization to becoming a very different “product-first” firm. Next, news outlets lik…

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the price war underway in the new class of weight-loss drugs. Now that supply shortages are easing, the two heavyweights – Novo Nordisk and Eli Lilly – are slashing prices and changing business models. Take a read to find out which one is in the lead. Next, Meta…

(1) Facebook & other big tech firms invest in subsea cables to advance global connectivity (1:08). (2) What’s Axel Springer up to with its US media acquisitions? (8:34). (3) Big Oil is ramping up investments in cleantech startups (14:27). Read this 3 Shifts Edition: https://6pag.es/nyx8hg. Sign up to receive free summaries of our deeply researched …

(1) Apple’s new child protection features – and what they mean for user privacy (1:10). (2) Will Salesforce+ become the “Netflix for business professionals”? (8:37). (3) Amazon helps sellers resell their returned & overstock inventory (13:55). Read this 3 Shifts Edition: https://6pag.es/vb97fh. Sign up to receive free summaries of our deeply resear…

(1) Brain-computer interface startups are entering clinical trials and attracting investments (1:10). (2) Why are Amazon & Walmart offering their infrastructure to ecommerce rivals? (8:38). (3) Big tech wants to analyze encrypted data using homomorphic encryption (14:06). Read this 3 Shifts Edition: https://6pag.es/vxa674. Sign up to receive free s…

(1) Facebook wants to be a “metaverse company” and the outlook on virtual worlds (1:03). (2) Can iron-based batteries unlock affordable, multi-day energy storage? (7:08). (3) Alphabet launches Intrinsic to tackle the persistent challenges in industrial robotics (12:55). Read this 3 Shifts Edition: https://6pag.es/444n82. Sign up to receive free sum…

(1) Ecommerce rollups aggregating online brands are getting bigger and more global (1:07). (2) Square’s sprawling ambitions in all-in-one SMB services and consumer financial services (5:21). (3) Zoom makes a $14.7B jump with both feet into cloud-based contact centers (11:21). Read this 3 Shifts Edition: https://6pag.es/5jd82f. Sign up to receive fr…

(1) The biggest shifts in Biden’s sweeping executive order on competition (1:03). (2) China’s new carbon-trading market & the carbon-tracking opportunity (10:01). (3) Alt-chicken is gaining a bigger voice at the table (15:50). Read this 3 Shifts Edition: https://6pag.es/gt6zg8. Sign up to receive free summaries of our deeply researched briefs: 6Pag…

(1) A crop of US startups are promising “instant delivery” in under 30 minutes (0:53). (2) Vaccine certificate programs are being rolled out (8:38). (3) TikTok’s AI recommendation engine is now for sale (13:37). Read this 3 Shifts Edition: https://6pag.es/jpjdbm. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) Twilio and Asana become the first to list on the Long-Term Stock Exchange (0:35). (2) The downward pressure on app commission fees (6:16). (3) Are Gusto’s new payroll APIs signaling an ambition to become the “Stripe for HR”? (13:06). Read this 3 Shifts Edition: https://6pag.es/7kshsc. Sign up to receive free summaries of our deeply researched b…

(1) China’s crypto crackdown is all about control (0:35). (2) The “buy now, pay later” boom picks up steam around the world (7:18). (3) Do B2B SaaS customers prefer “compound startups”? (15:07). Read this 3 Shifts Edition: https://6pag.es/6hrqe9. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) Netflix’s Disney-like franchise ambitions in ecommerce, gaming, podcasts and more (0:37). (2) Investors & airlines pour billions into electric air taxis – which might be real within 3 years (7:37). (3) China wants to take the lead in space (14:05). Read this 3 Shifts Edition: https://6pag.es/74we4s. Sign up to receive free summaries of our deep…

(1) Space tourism picks up steam with Blue Origin, Virgin Galactic, and SpaceX (0:39). (2) G-7’s deal on a historic 15% global minimum corporate tax (7:19). (3) Cruise is first to win dual California pilot licenses to offer driverless rides to the public (12:25). Read this 3 Shifts Edition: https://6pag.es/q8upka. Sign up to receive free summaries …

(1) Ransomware attacks on critical infrastructure are ramping up (0:37). (2) The first “DNA printer” to market will synthesize DNA in as little as 6 hours (6:23). (3) Instacart considers a massive pivot to automated fulfillment centers (10:29). Read this 3 Shifts Edition: https://6pag.es/hmqwg4. Sign up to receive free summaries of our deeply resea…

(1) Amazon’s MGM deal and ambition to “reimagine” studio franchises (0:38). (2) Ro’s $225M Modern Fertility acquisition and the growth in fertility & “femtech” startups (7:56). (3) Hyundai’s in-car payment system and the latest in connected cars (14:04). Read this 3 Shifts Edition: https://6pag.es/5yug5u. Sign up to receive free summaries of our de…

(1) Inflation & bubble concerns grow louder as the Consumer Price Index rises (0:56). (2) Ethereum seeks energy efficiency by shifting from proof-of-work to proof-of-stake (7:34). (3) Pharma companies invest billions in AI drug discovery (12:23). Read this 3 Shifts Edition: https://6pag.es/3y7s3m. Sign up to receive free summaries of our deeply res…

(1) Instagram Youth & the momentum behind kid-centric business models (0:37). (2) Alt-meat players are driving down prices closer to beef (6:28). (3) Hundreds of traditional US banks will soon let customers hold crypto in their bank accounts (12:05). Read this 3 Shifts Edition: https://6pag.es/cht725. Sign up to receive free summaries of our deeply…

(1) Pan-European payments system aims to challenge Visa & Mastercard in 2022 (0:39). (2) Tiger Global is raising a $10B fund to amp up its high-velocity investing (5:52). (3) Continuous glucose monitoring & the billion-dollar opportunity in diabetes management (12:11). Read this 3 Shifts Edition: https://6pag.es/5cmrwc. Sign up to receive free summ…

(1) Biden’s executive order raises the minimum wage for federal contractors to $15/hour (0:39). (2) App Tracking Transparency is good – and good for Apple’s business (6:06). (3) Amazon brings Amazon One palm-scanning checkout to Whole Foods (12:19). Read this 3 Shifts Edition: https://6pag.es/9drdbx. Sign up to receive free summaries of our deeply …

(1) Is the new AirTag a signal of Apple’s grander IoT ambitions? (0:41). (2) Kroger’s new automated large-scale “shed” vs. its rivals’ micro-fulfillment strategy (6:13). (3) US and Japan invest $4.5B in 6G with an eye to the next battleground with China (10:39). Read this 3 Shifts Edition: https://6pag.es/fdk9ps. Sign up to receive free summaries o…

(1) Southeast Asia’s “super-app” giants head to the public markets (0:37). (2) Microsoft acquires Nuance to bolster its Healthcare Cloud & natural-language capabilities (5:46). (3) US cryptocurrency trading platforms chart a path to becoming financial institutions (10:40). Read this 3 Shifts Edition: https://6pag.es/nxq6un. Sign up to receive free …

(1) The US Supreme Court rules that copying APIs is fair use (0:36). (2) UnitedMasters is helping musicians capture a bigger piece of the streaming-revenue pie (5:29). (3) Social platforms embed new payments capabilities (10:31). Read this 3 Shifts Edition: https://6pag.es/wjevse. Sign up to receive free summaries of our deeply researched briefs: 6…

(1) The US Federal Reserve opens the door to a “Fedcoin” digital dollar (0:36). (2) Intel doubles down on making chips designed by other firms (6:03). (3) Everyone wants to build their own Clubhouse (10:16). Read this 3 Shifts Edition: https://6pag.es/86j9ks. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) NFL’s $110B in new broadcast deals will accelerate the cord-cutting transition (0:38). (2) Zoom’s platform ambitions, as it licenses videoconferencing to 3rd-party app developers (6:46). (3) Keith Rabois’ OpenStore and the consolidation era of e-commerce (11:04). Read this 3 Shifts Edition: https://6pag.es/g2bz32. Sign up to receive free summar…

(1) Amazon Care offers its telemedicine & in-home healthcare service to other companies’ workforces (0:37). (2) SEC will let startups raise up to $5M per year through equity crowdfunding (5:32). (3) Is 3D-printing going deeper into the healthcare mainstream? (10:13). Read this 3 Shifts Edition: https://6pag.es/mmwbk5. Sign up to receive free summar…

(1) Big Tech’s XR race is picking up steam (0:35). (2) SpaceX’s Starlink satellite broadband continues to widen its lead (6:21). (3) More companies are investing in “community” (11:53). Read this 3 Shifts Edition: https://6pag.es/bps4ba. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) The future of RNA-based vaccines & therapies beyond COVID-19 (0:35). (2) What are NFTs and why are they booming? (6:28). (3) Automakers commit to phasing out gas vehicles (12:26). Read this 3 Shifts Edition: https://6pag.es/jwm7u. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) LinkedIn’s Marketplaces for freelancers – coming this fall (0:36). (2) Walmart & Amazon team up with SaaS ecommerce platforms (6:15). (3) India expands its incentive scheme to attract IT-hardware manufacturers (10:26). Read this 3 Shifts Edition: https://6pag.es/339a8. Sign up to receive free summaries of our deeply researched briefs: 6Pages.co…

(1) Facebook blocks news in Australia in response to proposed News Media Bargaining Code (0:35). (2) Upstream hacks in software and hardware supply chains (7:08). (3) Traditional financial institutions are embracing crypto (11:17). Read this 3 Shifts Edition: https://6pag.es/dguhj. Sign up to receive free summaries of our deeply researched briefs: …

(1) The global chip shortage is putting billions of dollars at risk across industries (0:37). (2) Water-facility hack exposes flaws in remote-desktop software & industrial control systems (6:33). (3) Air-taxi startup Archer goes public & signs $1B deal with United (10:16). Read this 3 Shifts Edition: https://6pag.es/qf9hb. Sign up to receive free s…

(1) Jeff Bezos steps back – what’s next for Amazon? (0:35). (2) Google and Amazon struggle to make video games that people want to play (5:00). (3) ExxonMobil’s $3B investment in carbon capture (9:33). Read this 3 Shifts Edition: https://6pag.es/dzyqf. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) GameStop’s wild social media-driven stock surge (0:36). (2) Amazon’s freight partner program and its tightening grip on delivery (5:57). (3) Sustainability comes to the federal vehicle fleet & Boeing airplanes (10:08). Read this 3 Shifts Edition: https://6pag.es/brcj4. Sign up to receive free summaries of our deeply researched briefs: 6Pages.co…

(1) Big tech firms team up with automakers on EVs & autonomous vehicles (0:35). (2) Amazon’s custom white-label voice assistants built on Alexa (5:58). (3) Will Apple launch a paid podcast subscription? (9:00). Read this 3 Shifts Edition: https://6pag.es/8fe8h. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) Big Tech bans & their Section 230 implications (0:37). (2) Visa’s Plaid acquisition falls through under pressure from the DOJ’s antitrust suit (6:42). (3) Walmart is launching a venture with powerhouse fintech VC Ribbit Capital (10:34). Read this 3 Shifts Edition: https://6pag.es/nwwk2. Sign up to receive free summaries of our deeply researched…

(1) The US Corporate Transparency Act effectively bans anonymous shell companies (0:37). (2) Controversially, the EPA will prioritize studies based on publicly available data (5:17). (3) OpenAI reveals its new DALL-E model that can generate images from text (9:21). Read this 3 Shifts Edition: https://6pag.es/3vpfv. Sign up to receive free summaries…

(1) Toyota, Hyundai & other OEMs push towards a hydrogen-powered future (0:36). (2) Are Robinhood and the Fed propping up bubbles? (6:00). (3) Amazon offers custom clothing with its new Made for You service (10:23). Read this 3 Shifts Edition: https://6pag.es/8k8fv. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…

(1) Stripe and the broader shake-up in banking services (0:37). (2) SpaceX’s Starlink wins $886M in FCC subsidies to roll out satellite broadband in rural areas (5:36). (3) Warner Bros. will release all of its 2021 movies on HBO Max, in parallel with theatrical runs (10:19). Read this 3 Shifts Edition: https://6pag.es/e9v7t. Sign up to receive free…

(1) Salesforce joins with Slack, in the battle for the enterprise against big cloud players like Microsoft (0:36). (2) Advances in remote customer service – from cloud-based contact centers to chatbots (4:25). (3) Direct-to-consumer insurance is widening its reach (10:23). Read this 3 Shifts Edition: https://6pag.es/25d32. Sign up to receive free s…

(1) Amazon Pharmacy launches on Amazon.com with free delivery and Prime-member discounts (0:37). (2) Walmart pulls back on struggling international markets to continue focus on priorities (5:34). (3) US DOJ approves Mastercard’s Finicity acquisition – while continuing its Visa-Plaid suit (9:26). Read this 3 Shifts Edition: https://6pag.es/jryym. Si…

(1) China reins in its big tech firms with a new focus on antitrust (0:36). (2) Honda will mass-produce L3 autonomous cars by March (4:59). (3) Samsung regains top spot in a reshuffled global smartphone leaderboard (9:16). Read this 3 Shifts Edition: https://6pag.es/kpss2. Sign up to receive free summaries of our deeply researched briefs: 6Pages.co…

(1) California’s Prop 22 & Prop 24 set a new tone for the gig economy and data privacy (0:41). (2) New H-1B visa rules make hiring foreign workers more expensive (5:40). (3) US health insurers (and hospitals) are forced to publicize their negotiated rates (10:26). Read this 3 Shifts Edition: https://6pag.es/m9rjl. Sign up to receive free summaries …