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6Pages Market Shifts

6Pages

98 episodes

1 week ago

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 seeking “headcount-less growth.” So far it’s mostly “small cracks” but between immigration policy and automation, we’re looking at a labor market in transition – and the landing may not be soft. Next, Meta just bet $14.3B on data-labeling startup Scale AI and its CEO Ale...

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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 seeking “headcount-less growth.” So far it’s mostly “small cracks” but between immigration policy and automation, we’re looking at a labor market in transition – and the landing may not be soft. Next, Meta just bet $14.3B on data-labeling startup Scale AI and its CEO Ale...

Show more...

Episodes (20/98)

6Pages Market Shifts

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. It’s looking like AI search will soon be broadly distributed across 3rd-party applications and websites. Next, crypto’s regulatory barriers are coming down, with the OCC, Fed, and FDIC rescinding restrictions and pulling back on enforcement efforts. Banks can engage i...

1 day ago

21 minutes

6Pages Market Shifts

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 Patreon are now moving quickly to cut Apple out of transactions, now that Apple can’t charge commissions on off-app purchases. Next, Visa and Mastercard are opening up their networks to AI agents, with new tools for secure, tokenized payments by AI agents on behalf of use...

1 week ago

33 minutes

6Pages Market Shifts

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 away in the robotaxi race with now 250K+ paid robotaxi rides per week, amid a flurry of industry activity and Tesla in hot pursuit. If Waymo is not just better and safer but also getting better and safer faster, its leadership may already be sealed. Next, OpenAI is rol...

2 weeks ago

38 minutes

6Pages Market Shifts

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 table starting May 5. Borrowers avoiding their loan balances might want to check their mail – and maybe their blood pressure too. Next, protein is taking over everything we eat, from popcorn to ice cream to your morning coffee. With weight-loss drugs booming and muscle-...

3 weeks ago

22 minutes

6Pages Market Shifts

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 chasing power users with $200/month tiers but the real story might be what’s happening on the free end of freemium. Next, manufacturing in certain sectors may be coming back to the US, although numbers are inflated and not every sector will come back easily. Still, some o...

4 weeks ago

32 minutes

6Pages Market Shifts

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 China. The S&P 500 bounced, the dollar sank, and 10-year Treasury yields surged, leaving some wondering if bond traders (or China) are casting votes of no confidence. Next, the de minimis loophole is seeing its endgame, leaving low-cost ecommerce players like Shei...

1 month ago

24 minutes

6Pages Market Shifts

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 Vietnam, are facing eye-popping 20-65%+ rates. The 25% auto tariffs are now live too, sending car prices higher. Next, Amazon is going full Hollywood, announcing plans at CinemaCon to release 15 big-screen films per year. Amazon sees theatrical as both a prestige play t...

1 month ago

27 minutes

6Pages Market Shifts

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 – instead of having to continually spin the roulette wheel and hope it spits out something useful. Next, Europe is finally serious on defense – with Germany, France, and the broader EU rolling out big spending packages in response to Trump’s reorientation and Russia’s loomi...

1 month ago

24 minutes

6Pages Market Shifts

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 Google’s cross-site ad-buying platform. After a stretch of cost-cutting, Amazon is planning a $100B capex budget for 2025 that will outpace all of its rivals. Is this a comeback arc? Next, the EPA’s regulation rollback has officially kicked off, with 31 actions starti...

1 month ago

25 minutes

6Pages Market Shifts

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 snapping up Redfin and Unilever shedding €1B in brands, dealmaking seems to be warming up. A looser antitrust stance under the Trump administration and AI-driven acquisitions are fueling the momentum. Next, AI is taking over ad-buying, automating everything from audie...

2 months ago

16 minutes

6Pages Market Shifts

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 Mexico that remain exposed after the recent amendments. Canada has fired back with tariffs on $30B CAD worth of US goods, and Mexico is expected to announce its own countermeasures on Sunday. Next, federal consulting firms are facing a crisis, with the Trump administratio...

2 months ago

28 minutes

6Pages Market Shifts

3 Shifts Edition (Feb 28 2025): The growth of TikTok Shop, When will humanoid robots be useful?, Distributed networks of GPUs

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. First, TikTok Shop is seeing significant growth in the US – with 153% year-over-year growth, far outpacing rivals like Shein and Temu. Despite uncertainty around TikTok’s future in the US, the platform’s shoppable videos, live-selling, and branded stores are making their mark on social commerce. Next, AI is accelerating progress in humanoid robots – making them more versatile, capable, and trainable via imitation learning. Meta, T...

2 months ago

31 minutes

6Pages Market Shifts

3 Shifts Edition (Feb 21 2025): xAI’s Grok 3 is highly performant, Arm will make its own chips, China’s breakneck pace in biotech

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. When selecting the 3 market shifts that you should know about every week, our 6Pages team typically looks for shifts that aren’t just big but also have an element of being surprising. That certainly fit the bill this week. Our first Shift explores Elon Musk’s xAI and the progress of its Grok models. Grok 3, which was just introduced, is currently placed #1 on the Chatbot Arena leaderboard – outperforming most of the other pl...

2 months ago

17 minutes

6Pages Market Shifts

3 Shifts Edition (Feb 14 2025): The fight against “forever chemicals”, Tech unemployment reaches 5.7%, “Deep research” tools everywhere

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift delves into the growing sentiment against “forever chemicals” – known as PFAS – among policymakers and consumers. Recent months have seen state-level bans of products with PFAS as well as a wave of new PFAS-related consumer lawsuits. Next, tech-sector unemployment recently jumped up to 5.7% in Jan 2025, according to a WSJ report. The layoffs are being attributed to factors such as AI, high interest rates cons...

3 months ago

15 minutes

6Pages Market Shifts

3 Shifts Edition (Feb 7 2025): Tariffs and the de minimis closure, The end of the CFPB, Distillation and AI economics

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. A lot has changed in the past week, and the Gulf of Mexico becoming the Gulf of America is not even the strangest. In our first Shift: The long-promised tariffs have become real – at least for China. (The tariffs on Canada and Mexico were paused for 30 days.) Notably, the executive order clarifies that all items from China are no longer allowed to use the duty-free de minimis exemption (ahem, Temu and Shein). Next, we take a ...

3 months ago

17 minutes

6Pages Market Shifts

3 Shifts Edition (Jan 31 2025): The Fed’s pause on rate cuts, A private-sector rollback on DEI, This generation of personal AI assistants

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. It’s been a tumultuous week in the markets but if you’re looking for DeepSeek, we wrote about it in our 3 Shifts Edition on Jan 17: “China’s notable progress in AI models.” (We also covered it in our Jan 10 edition the week prior.) Looking ahead now, our first Shift delves into the Fed’s pause on rate cuts. While not a surprise, it is the first time the Fed has hit pause since the current rate-cutting cycle began in Sep 2024....

3 months ago

25 minutes

6Pages Market Shifts

3 Shifts Edition (Jan 24 2025): TikTok is off app stores, Trump's executive orders, Blue Origin's New Glenn launch

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition.Our first Shift revisits the TikTok ban, now that it has technically gone into effect. The ban is being facilitated by app-store owners Apple and Google, who are still complying with the law despite Trump’s 75-day non-enforcement. A resolution is needed since the app will eventually become unusable without updates/fixes. New users are already no longer able to download TikTok, and existing users can’t redownload it to new devi...

3 months ago

31 minutes

6Pages Market Shifts

3 Shifts Edition (Jan 17 2025): What happens to US home insurance next, China’s notable progress in AI models, NATO countries’ defense spending will rise

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. We hope this writing finds you safe and well. Our first Shift examines the massive insured losses stemming from the catastrophic Los Angeles wildfires, and what it will mean for homeowners and insurers in the future. Higher premiums in the years ahead are a given. The question is how will they be passed along. Next, China’s investment push in AI is paying off, with its models climbing the leaderboards. DeepSeek-V3 is now lead...

4 months ago

18 minutes

6Pages Market Shifts

3 Shifts Edition (Jan 10 2025): Social media’s shift away from moderation, GPT-5’s troubles and AI data, Uber steers toward autonomous driving

Hi everyone – happy 2025, and welcome back to the AI-generated podcast version of your 3 Shifts Edition. Our first Shift takes a look at Meta’s decision to stop 3rd-party fact-checking and take a lighter touch with content moderation, moving instead towards a user-generated "Community Notes" model (like X). We may see other big tech firms follow Meta’s lead.Next, the release of OpenAI’s “GPT-5” (Orion) has been delayed and plagued with troubles. Its issues have their roots in AI’s perenn...

4 months ago

28 minutes

6Pages Market Shifts

3 Shifts Edition (Dec 20 2024): Jail time for crypto tax evasion, The carveout of cable channels, The transformation of ad agencies

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.Our first Shift takes a look at “the first criminal tax evasion prosecution centered solely on cryptocurrency.” An individual investor was sentenced to two years in prison for underreporting capital gains from $4M+ in crypto sales. The prosecution is signaling a shift in enforcement by the IRS.Next, Comcast and Warner Bros Discovery are both restructuring to carve out their legacy cable TV channels. The moves are sparking speculati...

4 months ago

15 minutes