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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.

  1. 4 jul

    3 Shifts Edition (Jul 3 2026): Rocket companies are going mobile, OpenAI’s chip tape-out in 9 months, Investing in back catalogs of books

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, rocket companies are going mobile. Rocket Lab’s $8B deal for Iridium turns a launch company into a global satellite telecom operator, with spectrum, subscribers, government contracts, and real recurring revenue. This could be a “defining moment for the space industry” but not necessarily in the way that Rocket Lab means it. Next, OpenAI’s chip tape-out in just 9 months shows just how fast custom AI chips can be designed when you’re using AI. Jalapeño – OpenAI’s first custom chip, co-developed with Broadcom – could drive down hardware costs by 20-30%, although it still has to prove itself in production. Finally, investors are gaining interest in back catalogs of books. Books are starting to look more like music and film/TV libraries, where proven IP can be re-marketed, re-packaged, and licensed into new formats. And AI is making it even easier to squeeze new value out of old content. Enjoy. – Tam Sign up for free briefs mostly written by real people on 6Pages.com

  2. 30 may

    3 Shifts Edition (May 29 2026): Banks will have a lot more free capital, Everyone is talking about KV cache, Blood pressure & the FDA’s relaxed rules

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, US banks will soon have a lot more free capital, as regulators loosen capital requirements. This could unlock $88B-104B in additional excess capital, which might be deployed for M&A, business lending, AI spending, buybacks, and dividends. Next, everyone is suddenly talking about KV cache – AI’s running memory and a major bottleneck for the industry. Players are coming at the KV cache problem from different directions, from model architecture to hardware to KV cache offloading/reuse. Finally, the FDA’s more relaxed stance on low-risk “general wellness” products is spurring a wave of activity. Smart rings and screenless bands are continuing their momentum, and everybody wants to be a platform – not just a product. Enjoy. – Tam Sign up for free briefs mostly written by real people on 6Pages.com

  3. 22 may

    3 Shifts Edition (May 22 2026): The magic of AI app development, Even more AI podcast platforms, The bubbling world of scent-tech

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, AI app development is getting a little magical. Agentic coding is readily available in Google’s Android Studio and Apple’s Xcode environments, and Google AI Studio can now turn prompts into native Android apps in minutes. This new phase of app development isn’t just faster – it’s actually producing better apps. Next, AI podcast platforms keep multiplying, with Amazon and Spotify lately joining the party, following in NotebookLM (Google)’s footsteps. While it’s become easier to generate personalized briefings and explainers, it also means a lot more “podslop.” Finally, scent-tech is bubbling, and smell might be one of the last two human senses to be replicated by AI. AI-powered e-noses have a wide array of use cases from custom fragrances to industrial hazard detection to medical diagnostics.  Enjoy. – Tam Sign up for free briefs mostly written by real people on 6Pages.com

  4. 16 may

    3 Shifts Edition (May 15 2026): The future of peptides, The UAE's exit from OPEC, A new incoming Fed chair

    Hi everyone – we’re back! Welcome to your 3 Shifts Edition [AI-generated audio version]. First, peptides are having a moment – fueled by influencer hype, GLP-1 success, and a friendlier stance from the Trump administration. While 100+ peptides are FDA-approved, many popular peptides used by fitness and wellness influencers are not. The Trump administration – with HHS Secretary RFK Jr as frontman – seems poised to change this landscape. Next, the UAE’s sudden exit from OPEC could signal cracks in one of the world’s most influential cartels. While OPEC has been around since 1960, it may not be able to evade the market dynamics as US/UAE/non-OPEC+ production grows, and supply growth and competition from low-cost producers drive down prices. Finally, the incoming Fed chair, Kevin Warsh, has now been confirmed. He’s stepping in at an awkward moment – with sticky inflation, a divided FOMC, and White House pressure to cut rates. While Warsh has been talking a good game about independence, he also seems disposed to be looking for reasons to cut rates – which means he’ll find them. Enjoy. – Tam Sign up for free briefs mostly written by real people on 6Pages.com

  5. 25 abr

    3 Shifts Edition (Apr 24 2026): Green-lighting marijuana & psychedelics, Amazon Leo, Blue Origin and the space race, The new ultra-fast charging batteries

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, the DOJ just reclassified medical marijuana as a Schedule III drug. A hearing is also scheduled to address the full rescheduling of all marijuana to Schedule III. It doesn’t change everything for the industry – recreational marijuana remains illegal – but it could change a lot. Next, Amazon Leo and Blue Origin are starting to look like real challengers to SpaceX/Starlink. Amazon’s $11.6B deal for Globalstar, and Blue Origin reusing its New Glenn rocket for the first time are just two of the signals this may be an inflection point for the industry. Finally, CATL and BYD – the #1 and #2 EV battery players – have separately unveiled ultra-fast charging technologies that bring EVs closer to parity with gas cars. If it only takes 6.5 min to charge an EV to near-full, it could change how consumers feel about EVs. One last personal note – Adam and I just welcomed baby Kit (our 4th!) and have been thinking about how to make 6Pages more sustainable in our lives. I’ve been doing this work for the past 10 years and it’s a lot of late nights and nonstop monitoring. Going forward, we’re choosing to be more intentional about taking time off throughout the year. That may occasionally mean a missed week of the 3 Shifts Edition – but don’t worry, if that happens, you can expect it to be back in your inbox [or favorite podcast app] probably the following week. As always, thank you for being part of the 6Pages community. It means a lot. Tam Sign up for free briefs mostly written by real people on 6Pages.com

  6. 11 abr

    3 Shifts Edition (Apr 10 2026): Anthropic's Mythos and Project Glasswing, Is advanced chip packaging the next AI bottleneck?, The business of weather modification

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Anthropic’s new Mythos frontier model – rumored to be in the 10T-parameter class – may be cybersecurity teams’ best tool and worst nightmare. It’s being tightly controlled under Project Glasswing for now, but expect malicious actors to be wielding Mythos-level capabilities in maybe 6-24 months. Next, advanced chip packaging might be AI’s next chokepoint. Seems like everyone is investing in expanding their packaging capacity – including TSMC, Intel, Samsung, traditional OSAT firms ASE and Amkor, memory-chip players SK Hynix and Micron, and even SpaceX. Finally, there’s growing interest in trying to control the weather. The technology exists for basic weather control, and 50+ countries are already working on or experimenting with cloud seeding. China has the most ambitious program, with operations running year-round. Enjoy. Tam Sign up for free briefs mostly written by real people on 6Pages.com

  7. 4 abr

    3 Shifts Edition (Apr 3 2026): Compressing models without losing capability, The movement to ban new data centers, Automakers want free of dealerships

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, compressed 1-bit models like PrismML’s Bonsai are showing it’s possible to be competitive in performance while being 14x smaller, 8x faster, and 4-5x more energy-efficient. These models can run locally on edge devices (e.g. phones, laptops, wearables) for inference. Next, data centers are facing a broad backlash that is driving policymakers – such as in Maine – to put a freeze on new data-center construction. Communities are starting to push back hard over rising electricity prices and water use. Finally, Rivian just won a yearslong battle in Washington state to sell its cars directly to consumers. Given the effectiveness of its threat to take the question to voters through a ballot initiative, it’s not surprising that Rivian plans to take this strategy to other states. Enjoy. Tam Sign up for free briefs mostly written by real people on 6Pages.com

  8. 28 mar

    3 Shifts Edition (Mar 27 2026): Google's TurboQuant algorithm, The changing tides of tech liability, Controlling your AI agent on the go

    Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, Google’s TurboQuant algorithm is promising to “[reduce] LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss.” That’s a big deal when memory has been the bottleneck for scaling AI. Next, there’s been a noticeable shift in opinion regarding social media’s use by minors and tech firms’ legal liability. Meta and YouTube lost two significant cases this past week, and if the logic sticks, it could mean a wave of lawsuits and massive financial penalties for social platforms. Some are calling this the “Big Tobacco” moment for social media. Finally, messaging apps like iMessage, WhatsApp, Telegram, Discord, WeChat, and Slack are becoming natural control planes for AI agents. Claude Code Channels, the latest effort in this arena, is reportedly responsive, stays connected, and has persistent permissions – and is signaling an inflection point for this shift. Enjoy. Tam Sign up for free briefs mostly written by real people on 6Pages.com

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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.

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  • Creador
    6Pages
  • Años de actividad
    2020 - 2026
  • Episodios
    139
  • Clasificación
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    © 2026 6Pages Market Shifts
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