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PODCAST

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.

business management

All Episodes

25:48

3 Shifts Edition (Jul 18 2025): AI takes aim at...

6Pages Market Shifts ·

2025/07/19

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 investor decks – complete with on-brand deliverables – while OpenAI’s “ChatGPT agent” can conduct research and build spreadsheets and decks while you’re out to lunch. Junior roles may be the first to feel the squeeze. Next, the GENIUS Act was just signed into law, becoming t...

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21:07

3 Shifts Edition (Jul 11 2025): Copyrights and AI...

6Pages Market Shifts ·

2025/07/12

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” at the bottom of our edition – make sure to take a look. First up, US courts are beginning to clear the fog around AI training as fair use. Two major rulings say AI training is transformative, settling a major question. However, they still leave the doors ...

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34:54

3 Shifts Edition (Jun 13 2025): Shrinkages in the US...

6Pages Market Shifts ·

2025/06/13

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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44:28

3 Shifts Edition (Jun 6 2025): Mary Meeker’s newest...

6Pages Market Shifts ·

2025/06/06

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 be the most interesting themes – and we did it by actually reading the deck and writing the brief (vs. running it through AI). Next, AI players are racing to ink distribution deals, with social platforms and smartphone makers hoping to play kingmaker. Elon Musk’s xAI w...

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33:08

3 Shifts Edition (May 30 2025): California may lose...

6Pages Market Shifts ·

2025/05/31

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 a move set to nullify the state’s authority to enforce stricter-than-federal vehicle standards – a power it’s held since 1967. Next, Texas passed a new law requiring app stores to verify user ages, which means Apple and Google are likely to carry the costs – and liabi...

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26:22

3 Shifts Edition (May 23 2025): AI slop and its...

6Pages Market Shifts ·

2025/05/24

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 channels to Pinterest recipes to Spotify playlists, slop farmers are exploiting AI’s ability to generate content cheaply and en masse. Next, patient-specific CRISPR gene-editing is here. In a medical first, doctors used base-editing CRISPR to treat a baby with a rare and usua...

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21:33

3 Shifts Edition (May 16 2025): The rise of APIs for...

6Pages Market Shifts ·

2025/05/16

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...

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33:48

3 Shifts Edition (May 9 2025): What Apple's payments...

6Pages Market Shifts ·

2025/05/09

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...

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38:56

3 Shifts Edition (May 2 2025): The flurry around...

6Pages Market Shifts ·

2025/05/02

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...

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22:30

3 Shifts Edition (Apr 25 2025): Restarting student...

6Pages Market Shifts ·

2025/04/26

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-...

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32:42

3 Shifts Edition (Apr 18 2025): The growth of AI big...

6Pages Market Shifts ·

2025/04/19

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...

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24:31

3 Shifts Edition (Apr 11 2025): The tariff...

6Pages Market Shifts ·

2025/04/12

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...

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27:54

3 Shifts Edition (Apr 4 2025): Blanket tariffs and...

6Pages Market Shifts ·

2025/04/04

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...

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24:32

3 Shifts Edition (Mar 28 2025): OpenAI and advanced...

6Pages Market Shifts ·

2025/03/28

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...

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25:29

3 Shifts Edition (Mar 21 2025): Amazon gets...

6Pages Market Shifts ·

2025/03/22

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...

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16:56

3 Shifts Edition (Mar 14 2025): Is this a surge in...

6Pages Market Shifts ·

2025/03/15

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...

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28:42

3 Shifts Edition (Mar 7 2025): 25% tariffs on Canada...

6Pages Market Shifts ·

2025/03/07

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...

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31:57

3 Shifts Edition (Feb 28 2025): The growth of TikTok...

6Pages Market Shifts ·

2025/03/01

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...

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17:37

3 Shifts Edition (Feb 21 2025): xAI’s Grok 3 is...

6Pages Market Shifts ·

2025/02/22

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...

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15:38

3 Shifts Edition (Feb 14 2025): The fight against...

6Pages Market Shifts ·

2025/02/15

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...

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120 results

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