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3 Shifts Edition (Nov 1 2024): Defining open-source AI, The changing US space industry, The expansions of GitHub’s Copilot
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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 …
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3 Shifts Edition (Oct 25 2024): Retail giants’ same-day drug delivery, The 1st successful legal psychedelic, The recent slate of capable LLMs
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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…
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3 Shifts Edition (Oct 18 2024): Consumer prices are coming down, The eroding WordPress ecosystem, Big tech & AI need nuclear
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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…
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3 Shifts Edition (Oct 11 2024): Collaborative AI is what’s next, AI podcasts & synthetic media, iOS 18 & satellite texting
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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…
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3 Shifts Edition (Oct 4 2024): OpenAI’s for-profit transformation, News is shifting away from free, What’s next after the dockworker strike
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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…
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3 Shifts Edition (Sep 27 2024): Weight-loss drugs are getting cheaper, This latest generation of smart glasses, The new digital driver’s licenses
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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…
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3 Shifts (Aug 20 2021): Big tech invests in subsea cable, Axel Springer’s acquisition strategy, Big Oil ramps up cleantech VC
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(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 …
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3 Shifts (Aug 13 2021): Apple’s child protection features, Salesforce’s media ambitions, Amazon expands resale
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(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…
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3 Shifts (Aug 6 2021): Brain-computer interface startups, Amazon & Walmart serve their rivals, Big tech pursues homomorphic encryption
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(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…
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3 Shifts (Jul 30 2021): Facebook’s metaverse dream, Iron-based batteries unlock multi-day storage, Alphabet’s Intrinsic tackles industrial robotics
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(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…
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3 Shifts (Jul 23 2021): The tsunami of ecommerce rollups, Square’s sprawling ambitions, Zoom jumps into cloud contact centers
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(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…
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3 Shifts (Jul 16 2021): Biggest shifts in Biden’s executive order on competition, The latest in carbon trading & tracking, Alt-chicken is heating up
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(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…
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3 Shifts (Jul 9 2021): Instant delivery in under 30 min, Vaccine certificate programs roll out, TikTok’s AI recommendation engine for sale
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(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.…
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3 Shifts (Jul 2 2021): Long-Term Stock Exchange gets first listings, downward pressure on app commission fees, will Gusto be the “Stripe for HR”?
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(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…
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3 Shifts (Jun 25 2021): China’s crypto crackdown, “Buy now, pay later” gains steam, Compound startups for B2B SaaS
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(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.…
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3 Shifts (Jun 18 2021): Netflix’s Disney-like franchise ambitions, Airlines invest in air taxis, China wants to lead in space
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(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…
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3 Shifts (Jun 11 2021): Space tourism picks up steam, G-7’s 15% global minimum corporate tax deal, Cruise wins CA pilot permit to offer driverless rides to the public
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(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 …
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3 Shifts (Jun 4 2021): Ransomware attacks on critical infrastructure, The first DNA printer is coming, Instacart’s automation ambitions
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(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…
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3 Shifts (May 28, 2021): Amazon’s ambitious MGM deal, Growth in fertility & “femtech” startups, Hyundai & in-car payments
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(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…
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3 Shifts (May 21 2021): Inflation & bubble concerns, Ethereum’s energy-efficient blockchain, Pharma invests billions in AI drug discovery
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(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…
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3 Shifts (May 14 2021): Instagram Youth & kid-centric business models, Alt-meat prices are going down, US banks will let customers hold crypto
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(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…
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3 Shifts (May 7 2021): European banks team up on payments, Tiger Global’s high-velocity investing, Continuous glucose monitoring
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(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…
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3 Shifts (Apr 30 2021): Federal contractors make $15/hour+, Apple’s privacy update is good for business, Amazon brings palm-scanning to Whole Foods
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(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 …
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3 Shifts (Apr 23 2021): Apple’s AirTag ambitions, Kroger’s automated fulfillment “shed”, 6G is the next battleground with China
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(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…
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3 Shifts (Apr 16 2021): SE Asia “super-apps” seek public markets, Microsoft-Nuance in healthcare, Will crypto exchanges become institutions?
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(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 …
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3 Shifts (Apr 9 2021): Supreme Court says copying APIs is fair use, UnitedMasters’ alternative to big labels, Social platforms add payments
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(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…
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3 Shifts (Apr 2 2021): The Fed & the digital dollar, Intel’s new foundry business, Everyone wants a Clubhouse
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(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.…
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3 Shifts (Mar 26 2021): NFL’s $110B in broadcast deals, Zoom’s platform ambitions, OpenStore & ecommerce consolidation
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(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…
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3 Shifts (Mar 19 2021): Amazon Care for workforces, SEC ups equity crowdfunding limits, 3D-printing refocuses on healthcare
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(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…
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3 Shifts (Mar 12 2021): Big Tech’s XR race, SpaceX Starlink’s widening lead, Companies invest in “community”
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(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.…
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3 Shifts (Mar 5 2021): RNA-based therapies, NFTs are booming, Automakers phase out gas cars
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(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.…
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3 Shifts (Feb 26 2021): LinkedIn Marketplaces, Retail giants + SaaS ecommerce, India’s IT-hardware incentives
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(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…
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3 Shifts (Feb 19 2021): Facebook blocks news in Australia, Upstream supply-chain hacks, Financial institutions embrace crypto
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(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: …
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3 Shifts (Feb 12 2021): Global chip shortage, Water-facility hack via remote desktop, Archer-United’s $1B air taxi deal
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(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…
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3 Shifts (Feb 5 2021): Bezos steps back, Big tech struggles in gaming, Exxon’s $3B carbon-capture business unit
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(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.…
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3 Shifts (Jan 29 2021): GameStop’s wild stock surge, Amazon’s freight partner program, Federal vehicles go electric
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(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…
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3 Shifts (Jan 22 2021): Big tech teams up with automakers, Amazon’s white-label Alexa, Will Apple launch a paid podcast subscription
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(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.…
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3 Shifts (Jan 15 2021): Big Tech bans & Section 230, Visa’s Plaid acquisition falls through, Walmart-Ribbit launch a fintech startup
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(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…
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3 Shifts (Jan 8 2021): US bans anonymous shell companies, EPA prioritizes studies that use public data, OpenAI’s DALL-E text-to-image model
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(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…
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3 Shifts (Dec 18 2020): Toyota’s hydrogen-powered Mirai, Are Robinhood & the Fed propping up bubbles, Amazon offers custom clothing
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(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.…
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3 Shifts (Dec 11 2020): Stripe in banking services, SpaceX’s Starlink wins FCC subsidies, Warner Bros. to stream 2021 slate
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(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…
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3 Shifts (Dec 4 2020): Salesforce joins with Slack, Remote customer service, DTC insurance
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(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…
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3 Shifts (Nov 20 2020): Amazon Pharmacy, Walmart pulls back on struggling markets, DOJ approves Mastercard’s Finicity acquisition
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(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…
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3 Shifts (Nov 13 2020): China reins in big tech, Honda will make L3 autonomous cars, The smartphone leaderboard reshuffles
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(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…
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3 Shifts (Nov 6 2020): California’s Prop 22 & Prop 24, New H-1B visa rules, Health insurers expose negotiated rates
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(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 …
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3 Shifts (Oct 30 2020): When is a vaccine coming, Apple builds its own search, Cryptocurrency goes mainstream
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(1) When is a COVID-19 vaccine coming and who’s leading the race (0:36). (2) Apple builds its own search capabilities as antitrust heats up around its Google deal (7:34). (3) PayPal, Coinbase & JPMorgan Chase push cryptocurrency further into the mainstream (11:22). Read this 3 Shifts Edition: https://6pag.es/my3rz. Sign up to receive free summaries…
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3 Shifts (Oct 23 2020): Export controls in US & China, India pushes back on foreign control, Latest in space connectivity
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(1) The world becomes less open with new export controls from the US, China & EU (0:37). (2) India’s private & public sectors – seeking self-reliance – push back on foreign control (5:28). (3) Microsoft, Nokia, and Deutsche Telekom target satellite and high-altitude connectivity (9:18). Read this 3 Shifts Edition: https://6pag.es/3y37k. Sign up to …
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3 Shifts (Oct 16 2020): Shoppable YouTube videos, Twilio acquires Segment, Disney’s streaming-driven reorg
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(1) Google wants YouTube viewers to buy items directly from videos (0:36). (2) Twilio acquires Segment for $3.2B – unifying customer interactions and customer data (3:50). (3) Disney restructures to make streaming its main content priority (7:27). Read this 3 Shifts Edition: https://6pag.es/lkht5. Sign up to receive free summaries of our deeply res…
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3 Shifts (Oct 9 2020): India’s $6.6B for phone makers, Google’s $1B program to pay publishers, Social media seeks civility
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(1) Apple & Samsung shift manufacturing to India, encouraged by a $6.6B incentive scheme (0.36). (2) Google’s $1B program will pay news publishers directly (5:02). (3) Social media tries to encourage more civil conversations (8:46). Read this 3 Shifts Edition: https://6pag.es/z3f2e. Sign up to receive free summaries of our deeply researched briefs:…
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3 Shifts (Oct 2 2020): California bans gas cars in 2035, Microsoft & Amazon in cloud gaming, Regulators clarify crypto
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(1) California effectively bans the sale of new gas-powered cars starting in 2035 (0:36). (2) Microsoft and Amazon push forward on cloud gaming (5:02). (3) Regulators paint a clearer picture for cryptocurrencies (9:33). Read this 3 Shifts Edition: https://6pag.es/6zpx9. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.…
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