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. قبل ٣ أيام

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

    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...

    ٢٤ من الدقائق

  2. ٧ جمادى الأولى

    3 Shifts Edition (Nov 8 2024): Tariffs and the economy under Trump, Cutting China out of supply chains, The auto industry’s trials and travails

    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...

    ١٩ من الدقائق

  3. ٢٩ ربيع الآخر

    3 Shifts Edition (Nov 1 2024): Defining open-source AI, The changing US space industry, The expansions of GitHub’s Copilot

    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 ...

    ١٦ من الدقائق

  4. ٢٢ ربيع الآخر

    3 Shifts Edition (Oct 25 2024): Retail giants’ same-day drug delivery, The 1st successful legal psychedelic, The recent slate of capable LLMs

    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...

    ٢٠ من الدقائق

  5. ١٥ ربيع الآخر

    3 Shifts Edition (Oct 18 2024): Consumer prices are coming down, The eroding WordPress ecosystem, Big tech & AI need nuclear

    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...

    ١٢ من الدقائق

  6. ٨ ربيع الآخر

    3 Shifts Edition (Oct 11 2024): Collaborative AI is what’s next, AI podcasts & synthetic media, iOS 18 & satellite texting

    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...

    ٧ من الدقائق

  7. ١ ربيع الآخر

    3 Shifts Edition (Oct 4 2024): OpenAI’s for-profit transformation, News is shifting away from free, What’s next after the dockworker strike

    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...

    ١٣ من الدقائق

  8. ١ ربيع الآخر

    3 Shifts Edition (Sep 27 2024): Weight-loss drugs are getting cheaper, This latest generation of smart glasses, The new digital driver’s licenses

    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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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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