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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

15:17

3 Shifts Edition (Dec 20 2024): Jail time for crypto...

6Pages Market Shifts ·

2024/12/20

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...

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18:50

3 Shifts Edition (Dec 13 2024): Trump's latest...

6Pages Market Shifts ·

2024/12/14

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 administration.Next, the DC Circuit just upheld the law requiring that ByteDance divest in order for TikTok to operate in the US. The TikTok ban is set to go int...

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22:42

3 Shifts Edition (Dec 6 2024): What Amazon is doing...

6Pages Market Shifts ·

2024/12/07

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.In the world of 6Pages, we sometimes joke that “one signal is a data point, two signals is a trend.” Now, we have two major AI startups – Perplexity...

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13:17

3 Shifts Edition (Nov 22 2024): The growth of Threads...

6Pages Market Shifts ·

2024/11/22

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 growing fast.Next, big tech firms are starting to get regulated like banks. The US CFPB just finalized a rule to put 7 large nonbank companies with di...

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24:18

3 Shifts Edition (Nov 15 2024): Trump's new...

6Pages Market Shifts ·

2024/11/15

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 section of Amazon’s shopping site that goes head-to-head against Temu and Shein. The coming restrictions on the de minimis exemption and Trump...

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18:30

3 Shifts Edition (Nov 8 2024): Tariffs and the...

6Pages Market Shifts ·

2024/11/09

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 are likely to be inflationary. The US president has powers delegated from Congress to institute tariffs, which means the ball could get rolling on th...

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15:37

3 Shifts Edition (Nov 1 2024): Defining open-source...

6Pages Market Shifts ·

2024/11/01

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 businesses alongside recent victories by SpaceX are pointing to a reshaping of the US space industry. SpaceX has lately been using its ascendancy to ...

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19:40

3 Shifts Edition (Oct 25 2024): Retail giants’...

6Pages Market Shifts ·

2024/10/25

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-approved, ketamine-derived drug Spravato will reach $1B in sales this year, growing 55% year-over-year, and could eventually reach $5B. It’s...

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11:54

3 Shifts Edition (Oct 18 2024): Consumer prices are...

6Pages Market Shifts ·

2024/10/18

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 and WP Engine has escalated into a potentially existential crisis for the WordPress ecosystem. While WordPress isn’t going anywhere anytime soon, the p...

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7:22

3 Shifts Edition (Oct 11 2024): Collaborative AI is...

6Pages Market Shifts ·

2024/10/11

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 documents to generate engaging two-speaker podcasts that are fully synthetic and “shockingly good.” The sheer diversity of use cases we’ve already s...

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13:07

3 Shifts Edition (Oct 4 2024): OpenAI’s for-profit...

6Pages Market Shifts ·

2024/10/04

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 like CNN and Reuters are shifting away from free (ad-supported) and towards paywalled subscriptions. For middle-tier outlets with undifferentiated conte...

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6:40

3 Shifts Edition (Sep 27 2024): Weight-loss drugs are...

6Pages Market Shifts ·

2024/10/04

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 had a swath of AR/VR-related announcements at this week’s Connect 2024. One of the most notable reveals was the Orion AR smart glasses prototype, wh...

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19:54

3 Shifts (Aug 20 2021): Big tech invests in subsea...

6Pages Market Shifts ·

2021/08/20

(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 briefs: 6Pages.com.

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18:55

3 Shifts (Aug 13 2021): Apple’s child protection...

6Pages Market Shifts ·

2021/08/13

(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 researched briefs: 6Pages.com.

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21:16

3 Shifts (Aug 6 2021): Brain-computer interface...

6Pages Market Shifts ·

2021/08/06

(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 summaries of our deeply researched briefs: 6Pages.com.

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17:01

3 Shifts (Jul 30 2021): Facebook’s metaverse dream,...

6Pages Market Shifts ·

2021/07/30

(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 summaries of our deeply researched briefs: 6Pages.com.

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16:08

3 Shifts (Jul 23 2021): The tsunami of ecommerce...

6Pages Market Shifts ·

2021/07/23

(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 free summaries of our deeply researched briefs: 6Pages.com.

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20:58

3 Shifts (Jul 16 2021): Biggest shifts in Biden’s...

6Pages Market Shifts ·

2021/07/16

(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: 6Pages.com.

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17:46

3 Shifts (Jul 9 2021): Instant delivery in under 30...

6Pages Market Shifts ·

2021/07/09

(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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17:40

3 Shifts (Jul 2 2021): Long-Term Stock Exchange gets...

6Pages Market Shifts ·

2021/07/02

(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 briefs: 6Pages.com.

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115 results

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