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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

29:18

3 Shifts Edition (Oct 31 2025): All of these...

6Pages Market Shifts ·

2025/10/31

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, there’s been a steady stream of white-collar layoff announcements from companies like Amazon, Meta, YouTube, Goldman Sachs, and Target. If we dig down, however, into why these companies are laying off white-collar workers, the rationales are nuanced. Next, OpenAI has officially completed its for-profit conversion. One of the most notable ramifications of the conversion is that it will allow OpenAI to go public...

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36:53

3 Shifts Edition (Oct 24 2025): AI web browsers will...

6Pages Market Shifts ·

2025/10/25

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, AI web browsers are officially a thing. This week saw the long-awaited debut of OpenAI’s ChatGPT Atlas browser, followed quickly by Microsoft’s “Copilot Mode” in Edge. That’s on top of recent launches from Google, Anthropic, Perplexity, Opera, and others. The browser is fast becoming the new battleground for data, distribution, and user trust. Next, Amazon is aiming to automate 75% of its warehouse operations,...

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34:46

3 Shifts Edition (Oct 17 2025): The expanding...

6Pages Market Shifts ·

2025/10/18

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, retail trading has hit an inflection point – and this time it’s not just meme stocks. For the first time, a majority (54%) of working-class Americans earning $30K-$80K hold taxable investment accounts – with more than half of those entering the market within the past 5 years. Next, OpenAI is stacking up chip deals – signing big agreements with Oracle, Nvidia, CoreWeave, SK Hynix, Samsung, AMD, and Broadcom, an...

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31:19

3 Shifts Edition (Oct 3 2025): Apps can use Apple’s...

6Pages Market Shifts ·

2025/10/03

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Apple is letting developers use its local AI model for free, and the app updates are rolling in fast. The model may be just 3B parameters but it runs locally, preserves privacy, and, most importantly, costs nothing, which is hard to beat. Next, Stripe just launched a new stablecoin issuance platform, letting any business spin up its own USD-backed coin with just a few lines of code. The move into stablecoin is...

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40:46

3 Shifts Edition (Sep 26 2025): The $100K H-1B visa,...

6Pages Market Shifts ·

2025/09/26

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Trump’s $100K H-1B visa has companies and workers scrambling. While the $100K fee won’t apply to renewals or existing H-1B holders, the administration is signaling that H-1Bs will be fewer, more expensive, and skewed toward higher-paid roles. Next, the US deal for TikTok looks like it’s actually happening. Under Trump’s executive order, TikTok US will spin off into a JV with majority-US ownership and board. Or...

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34:33

3 Shifts Edition (Sep 19 2025): Google’s Gemini edges...

6Pages Market Shifts ·

2025/09/19

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Google’s Gemini elbowed past ChatGPT to become the #1 app in Apple’s App Store globally, boosted by the viral breakout of the Nano Banana image-editing model. Google is lately intent on expanding Gemini’s distribution, with integrations into Chrome, likely Siri, and more. Next, the first pill-based GLP-1 treatments for weight loss could be on the market by next year, with Novo Nordisk and Eli Lilly leading the...

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30:15

3 Shifts Edition (Sep 12 2025): Copy trading &...

6Pages Market Shifts ·

2025/09/13

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Robinhood is aiming to be a financial superapp with the launch of Robinhood Social. The social network’s idea generation and signal-to-noise ratio will rely on Robinhood’s ability to verify profile identities through KYC and validate traders’ real performance Next, a coalition of publishers, social platforms, and CDNs is backing the open RSL Standard for AI-era content licensing. The protocol uses the robots.t...

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22:41

3 Shifts Edition (Sep 5 2025): Google's search...

6Pages Market Shifts ·

2025/09/05

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, remedies in the Google search antitrust case have dropped – and Google has come out relatively unscathed. While Google is barred from exclusive distribution agreements and tying its products, it will not have to divest Chrome or Android. Next, businesses are shifting focus away from SEO and towards GEO (generative-engine optimization). AI referrals are surging and companies are racing to optimize for the post-...

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50:20

3 Shifts Edition (Aug 29 2025): A marked shift in Fed...

6Pages Market Shifts ·

2025/08/30

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, the Fed signaled a policy shift last week, with Powell framing a recalibration of the Fed’s inflation strategy away from prolonged overshoots over 2%, while hinting at a rate cut. Powell is giving with one hand but providing the Fed with cover to take it back if needed. Next, recent reports are indicating a bifurcation among entry-level jobs – with both winners and losers. The difference appears to come down t...

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25:30

3 Shifts Edition (Aug 22 2025): Google's AI for the...

6Pages Market Shifts ·

2025/08/22

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Google’s new Gemini-powered hardware is tempting iPhone users to cross over. Gemini for Home is a major smart-home upgrade, and the Pixel 10’s “Magic Cue” proactive surfacing of relevant information is painting a picture of what ambient, pervasive AI will look like. Next, hackers are rebuilding the business operations of cybercrime around AI. AI tools purchased on the dark web are letting hackers spin up...

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18:20

3 Shifts Edition (Aug 15 2025): Amazon expands...

6Pages Market Shifts ·

2025/08/16

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Amazon is expanding same-day fresh grocery delivery to 1,000+ cities, with plans to more than double that by end of 2025. With Prime members now able to get groceries delivered within hours for free, Walmart and other rivals’ stock prices have tumbled in the wake. Next, Trump signed a new executive order aiming to reduce regulatory barriers for the commercial space industry. This will mean streamlining license...

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21:37

3 Shifts Edition (Aug 8 2025): OpenAI unveils GPT-5 &...

6Pages Market Shifts ·

2025/08/08

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, OpenAI dropped GPT-5 this week, along with its first open-weight models in a long while. While GPT-5 might be the best all-around model (or hybrid “unified” system) today, the open gpt-oss family – which can be downloaded for free, customized, and run on a laptop or phone at low cost – might be even more exciting. Next, ElevenLabs revealed Eleven Music, a text-to-music generator that can produce studio-quality...

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21:04

3 Shifts Edition (Aug 1 2025): Enterprises prefer...

6Pages Market Shifts ·

2025/08/02

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, enterprises now prefer Anthropic’s Claude over OpenAI, according to Menlo Ventures. Anthropic is the new leader in enterprise AI with 32% of the market (in compute), while OpenAI’s share has fallen from 50% to 25% in just over a year and a half. Next, the EPA has formally begun its repeal of the 2009 “endangerment finding” – the legal basis for regulating greenhouse-gas emissions in the US. The EPA’s pro...

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17:47

3 Shifts Edition (Jul 25 2025): Smart jewelry is back...

6Pages Market Shifts ·

2025/07/25

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, smart jewelry is suddenly one of the hottest fronts in the AI device race. Amazon just acquired Bee’s always-listening bracelet, Meta is working on gesture-control wristbands, Samsung is exploring more smart jewelry, and OpenAI’s hardware team (led by Jony Ive) is working on a new form factor altogether. Next, Uber and Lyft are adding new ways for riders to customize their ride, from opting for female drivers ...

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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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114 results

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