3 Shifts Edition (Nov 15 2024): Trump's new regulators and M&A, Amazon Haul vs. Temu & Shein, DeepMind opens up AlphaFold 3

6Pages Market Shifts

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’s planned tariffs will, however, change the game once again.

Finally, Google DeepMind just opened up the source code and model weights for its AI protein-prediction model AlphaFold 3. Unfortunately for some, it’s only available for non-commercial use, but it still has the potential to transform drug discovery.

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Enjoy.

– Tam

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