6Pages Market Shifts

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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.

  1. 6D AGO

    3 Shifts Edition (Jul 11 2025): Copyrights and AI training data, Robots take hold in warehousing, The US push for more nuclear plants

    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 open for lawsuits over pirated data, regurgitation, and market harm. Next, robots are expanding their footprint in warehouses, with shippers and retailers rolling out systems that can even load and unload trailers – the “holy grail” of warehouse automation. Amazon now has 1M+ robots, and will soon have more robots than humans in its warehouses. Finally, the US is making a big push on nuclear energy. Spurred by 4 new executive orders aiming to streamline approvals and triple nuclear capacity by 2050, state governments and tech firms are making notable moves to invest in nuclear. One last note – while we’re not going to take credit for the market run-up, we’ve been mildly surprised at how some of the shifts in past briefs have come to fruition. Hope you were able to get into Uber (up 46% since “Uber steers toward autonomous driving”), Oracle (up 50% since we mentioned its deal with OpenAI in “GPT-5's troubles and what's next for AI data”), or Rocket Lab (up 582% since we called it one of the private-sector space players left standing in “SpaceX’s new Bandwagon rideshare program”). best, Tam Sign up for free briefs written by real people on 6Pages.com

    21 min

  2. JUN 13

    3 Shifts Edition (Jun 13 2025): Shrinkages in the US labor market, Scale AI and Meta's $15B investment, Deep-sea desalination

    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 Alexandr Wang, securing a 49% stake. With 240K+ taskers and 100K+ domain experts churning out training data, Scale AI has become the go-to vendor for many leading AI players – and now, potentially, Meta’s competitive advantage. Finally, deep-sea desalination is getting real – and may be the most energy-efficient way to turn the ocean into drinking water. By using natural deep-sea pressure to drive reverse osmosis, startups are aiming for automated “water farms” that use less energy, require less shoreline, and disperse brine with less environmental damage. Enjoy. Tam Sign up for free briefs written by real people on 6Pages.com

    35 min

  3. JUN 6

    3 Shifts Edition (Jun 6 2025): Mary Meeker’s newest trends report, AI’s hunt for distribution partners, Rewriting legacy codebases with AI

    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 will reportedly pay out $300M to Telegram for a Grok integration, while Perplexity is partnering up with Samsung, Motorola, and maybe Apple. Finally, companies like Morgan Stanley are using AI code assistants to rewrite legacy codebases written in Cobol, Fortran, and Perl. With 800B+ lines of legacy code still out there, this could be key to unlocking modernization – without breaking our financial systems. Enjoy. Tam Sign up for free briefs written by real people on 6Pages.com

    44 min

  4. MAY 31

    3 Shifts Edition (May 30 2025): California may lose its emissions waivers, App stores will need to verify ages, “Vibe coding” and personal apps

    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 liability – of age verification. App stores are becoming the key choke points for policymakers seeking to regulate kids’ access. Finally, vibe coding is all the rage right now in the world of AI. The term references how developers can describe what they want the software to do – i.e. the “vibe” or intent – while letting AI handle the technical implementation details. It’s spawning a new generation of lightweight throwaway apps, developed by “citizen developers” using no-code approaches. Enjoy. Tam Sign up for free briefs written by real people on 6Pages.com

    33 min

  5. MAY 24

    3 Shifts Edition (May 23 2025): AI slop and its farmers, CRISPR therapies for individuals, Xiaomi's 3nm mobile chip

    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 usually fatal disorder. The customized therapy received accelerated regulatory approval and was delivered within 6 months – a template that could be used for other individualized treatments for rare-disease patients. Finally, Xiaomi just revealed a 3nm mobile chip near the cutting edge of chip development, signaling how China’s chip industry continues to press forward despite US sanctions. While the chip is likely being made by TSMC, it was designed in-house by Xiaomi. Enjoy.  Tam Sign up for free briefs written by real people on 6Pages.com

    26 min

  6. MAY 16

    3 Shifts Edition (May 16 2025): The rise of APIs for AI web search, Crypto's regulatory barriers come down, The Airbnb of services

    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 in crypto activity more freely and without advance notice – including providing banking services to crypto businesses. Finally, Airbnb is now fully in the services business, launching a vetted marketplace of private chefs, personal trainers, beauty treatments, and more. Unlike its prior attempt, this feels like a serious strategic expansion and an effort to position itself vis-à-vis the ongoing AI wave. Enjoy. Tam Sign up for free briefs written by real people on 6Pages.com

    22 min

  7. MAY 9

    3 Shifts Edition (May 9 2025): What Apple's payments ruling means, Card networks open up to AI agents, Multi-agent AI systems are live

    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 users as well as “personalization signals” based on spend data. The card giants hope to stay relevant in a future of agentic commerce. Finally, multi-agent AI systems are officially in the wild, with Accenture running 50+ of them (and targeting 100+ by year-end). Meanwhile, Google’s Agent2Agent open protocol for agent-to-agent interoperability and coordination is gaining traction.  Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com

    34 min

  8. MAY 2

    3 Shifts Edition (May 2 2025): The flurry around robotaxis, AI players inch towards ads, Interpretability & how AI models think

    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 rolling out shopping in ChatGPT, as it inches closer to advertising. Its search results are “organic” for now but OpenAI has avenues for making money from this that are not sponsored ads. Its moves are a threat to Google, Amazon, and media companies’ affiliate-marketing sites. Finally, researchers are learning that AI models “think” like bags of heuristics. Mechanistic interpretability researchers, led by Anthropic, are racing to make AI models more understandable – before models take on higher-stakes responsibilities as autonomous agents. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com

    39 min
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4.8
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About

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.

Information

  • Creator
    6Pages
  • Years Active
    2020 - 2025
  • Episodes
    99
  • Rating
    Clean
  • Copyright
    © 2025 6Pages Market Shifts
  • Show Website
    6Pages Market Shifts

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