3 Shifts Edition (Nov 1 2024): Defining Open-source AI, The Changing US Space Industry, The Expansions Of GitHub’s Copilot 6Pages Market Shifts podcast

31:57

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. First, TikTok Shop is seeing significant growth in the US – with 153% year-over-year growth, far outpacing rivals like Shein and Temu. Despite uncertainty around TikTok’s future in the US, the platform’s shoppable videos, live-selling, and branded stores are making their mark on social commerce. Next, AI is accelerating progress in humanoid robots – making them more versatile, capable, and trainable via imitation learning. Meta, Tesla, Nvidia, and OpenAI are all making moves, signaling that we could be approaching the ChatGPT moment for physical AI. Finally, startups are building decentralized networks of GPUs to tap into underutilized compute. Companies like Exo Labs and Berkeley Compute are developing infrastructure that could help lower AI costs, particularly for inference. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Feb 21 2025): xAI’s Grok 3 is highly performant, Arm will make its own chips, China’s breakneck pace in biotech 17:37

hace 7 días17:37

17:37

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. When selecting the 3 market shifts that you should know about every week, our 6Pages team typically looks for shifts that aren’t just big but also have an element of being surprising. That certainly fit the bill this week. Our first Shift explores Elon Musk’s xAI and the progress of its Grok models. Grok 3, which was just introduced, is currently placed #1 on the Chatbot Arena leaderboard – outperforming most of the other players (although not OpenAI’s o3, which has not been released). Next, CPU chip designer Arm is going to make its own chips. The move is rocking the industry, and represents a major shift in Arm’s business model of being Switzerland and licensing its designs to other companies. Rumor has it the move is being driven by SoftBank’s Masayoshi Son. Finally, the US may see a DeepSeek-like disruption from China in biotech. 31% of the molecules licensed by big pharma are now coming from China – up from 0 in 2019. Chinese-developed drugs today are often high-efficacy “me too better” versions, as China moves up the innovation ladder. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Feb 14 2025): The fight against “forever chemicals”, Tech unemployment reaches 5.7%, “Deep research” tools everywhere 15:38

hace 14 días15:38

15:38

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift delves into the growing sentiment against “forever chemicals” – known as PFAS – among policymakers and consumers. Recent months have seen state-level bans of products with PFAS as well as a wave of new PFAS-related consumer lawsuits. Next, tech-sector unemployment recently jumped up to 5.7% in Jan 2025, according to a WSJ report. The layoffs are being attributed to factors such as AI, high interest rates constraining growth, past overhiring and current above-market compensation, continued pushback against remote work, and R&D tax-deduction changes. Finally, OpenAI’s Deep Research is getting rave reviews and it isn’t the only “deep research” tool out there. There’s also Google’s Deep Research, Perplexity’s Deep Research, Hugging Face’s Open Deep Research, and other open alternatives from individuals. It indicates a growing recognition of the vast usefulness of an AI-powered research agent. If you haven’t already, check out the final report in our series collaboration with TDK Ventures: “ The Opinionated CVC: A perspective on strategy, process and people .” And as always, if you have any feedback for us, feel free to hit ‘reply’ and let us know what you think. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Feb 7 2025): Tariffs and the de minimis closure, The end of the CFPB, Distillation and AI economics 17:33

hace 21 días17:33

17:33

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. A lot has changed in the past week, and the Gulf of Mexico becoming the Gulf of America is not even the strangest. In our first Shift: The long-promised tariffs have become real – at least for China. (The tariffs on Canada and Mexico were paused for 30 days.) Notably, the executive order clarifies that all items from China are no longer allowed to use the duty-free de minimis exemption (ahem, Temu and Shein). Next, we take a look at the end of the Consumer Financial Protection Bureau as we know it. After the firing of Rohit Chopra, CFPB staffers were ordered to halt most of their work on rulemaking, enforcement actions, litigation, and communications. Finally, everyone is talking about distillation and its impact on AI economics. A distilled model (e.g. DeepSeek) can be “up to 500% faster and 75% less expensive to run,” while losing less than 2% accuracy. Just this past week, a US-based team distilled a model that outperforms o1-preview for just $21 and in 26 minutes, using a dataset of just 1,000 questions. One final note – check out the final report in our series collaboration with TDK Ventures: “ The Opinionated CVC: A perspective on strategy, process and people .” It presents a slightly more “opinionated” perspective on how a CVC should be organized. As always, if you have any feedback for us, feel free to hit ‘reply’ and let us know what you think. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Jan 31 2025): The Fed’s pause on rate cuts, A private-sector rollback on DEI, This generation of personal AI assistants 25:58

hace 29 días25:58

25:58

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. It’s been a tumultuous week in the markets but if you’re looking for DeepSeek, we wrote about it in our 3 Shifts Edition on Jan 17: “ China’s notable progress in AI models .” (We also covered it in our Jan 10 edition the week prior.) Looking ahead now, our first Shift delves into the Fed’s pause on rate cuts. While not a surprise, it is the first time the Fed has hit pause since the current rate-cutting cycle began in Sep 2024. Powell is signaling he doesn’t intend to do a quick reversion back to cuts. Next, we take a look at the private-sector pullback on DEI in the wake of Trump’s executive order. In a recent survey, 1 in 8 companies reported plans to reduce or eliminate their DEI commitments in 2025. Finally, the past couple weeks have seen the introduction of browser-based and multi-app assistants from major AI players – OpenAI’s Operator and Perplexity Assistant. This category of AI agents has the potential to be much less bounded, opening up a cascade of downstream consequences for a large population. As always, if you have any feedback for us, feel free to hit ‘reply’ and let us know what you think. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Jan 24 2025): TikTok is off app stores, Trump's executive orders, Blue Origin's New Glenn launch 31:01

hace 5 weeks31:01

31:01

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. Our first Shift revisits the TikTok ban, now that it has technically gone into effect. The ban is being facilitated by app-store owners Apple and Google, who are still complying with the law despite Trump’s 75-day non-enforcement. A resolution is needed since the app will eventually become unusable without updates/fixes. New users are already no longer able to download TikTok, and existing users can’t redownload it to new devices. Next, we take a look at the spate of executive actions, orders, and repeals in Trump’s first week. As of this writing, he has signed a total of 57 presidential actions including 30 executive orders – encompassing technology, energy and the environment, trade and foreign policy, immigration, national security, social policy, and the federal government. Finally, Blue Origin successfully launched its long-awaited New Glenn rocket – demonstrating its ability to send satellites into orbit and eventually astronauts into space. The launch begins a new era for Blue Origin, which has long been stuck in “development hell.” As always, if you have any feedback for us, feel free to hit ‘reply’ and let us know what you think. Enjoy. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Jan 17 2025): What happens to US home insurance next, China’s notable progress in AI models, NATO countries’ defense spending will rise 18:36

hace 6 weeks18:36

18:36

Hi everyone – welcome back to your [AI-generated] 3 Shifts Edition. We hope this writing finds you safe and well. Our first Shift examines the massive insured losses stemming from the catastrophic Los Angeles wildfires, and what it will mean for homeowners and insurers in the future. Higher premiums in the years ahead are a given. The question is how will they be passed along. Next, China’s investment push in AI is paying off, with its models climbing the leaderboards. DeepSeek-V3 is now leading the market among open models. What makes DeepSeek-V3 particularly notable is that it offers comparable performance to leading proprietary models like Anthropic’s Claude 3.5 Sonnet v2 but is 53x cheaper for inference. Finally, Trump wants NATO countries to increase their defense spending target from 2% to 5% of GDP. His claim during the campaign that he would not defend a member that didn’t meet its target is also raising questions about NATO countries’ overreliance on the US security umbrella. As always, if you have any feedback for us, feel free to hit ‘reply’ and let us know what you think. Thank you. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Jan 10 2025): Social media’s shift away from moderation, GPT-5’s troubles and AI data, Uber steers toward autonomous driving 28:48

hace 7 weeks28:48

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Hi everyone – happy 2025, and welcome back to the AI-generated podcast version of your 3 Shifts Edition. Our first Shift takes a look at Meta’s decision to stop 3rd-party fact-checking and take a lighter touch with content moderation, moving instead towards a user-generated "Community Notes" model (like X). We may see other big tech firms follow Meta’s lead. Next, the release of OpenAI’s “GPT-5” (Orion) has been delayed and plagued with troubles. Its issues have their roots in AI’s perennial resource problems – training data and compute. This is all part of a vigorous debate in the AI field on whether “scaling laws” will soon hit a wall. Finally, Uber has been making moves that confirm its growing commitment to robotaxis and belief that the market is now ready. It doesn’t have too many rivals in the robotaxi race – its scale as the world’s largest ride-hailing company means it will enjoy the “best utilization and unit economics” for AVs. One little tweak we’re trying out – we’re moving our meatiest brief to the second shift out of the three. (It used to be first, in the interests of putting our best foot forward.) We’re hoping this small shuffle might tempt a few more folks to join us in our paid subscription – and help make 6Pages more financially sustainable. Sign up for free briefs written by real people on 6Pages.com Thank you. – Tam…

6Pages Market Shifts

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3 Shifts Edition (Dec 20 2024): Jail time for crypto tax evasion, The carveout of cable channels, The transformation of ad agencies 15:17

hace 10 weeks15:17

15:17

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift takes a look at “the first criminal tax evasion prosecution centered solely on cryptocurrency.” An individual investor was sentenced to two years in prison for underreporting capital gains from $4M+ in crypto sales. The prosecution is signaling a shift in enforcement by the IRS. Next, Comcast and Warner Bros Discovery are both restructuring to carve out their legacy cable TV channels. The moves are sparking speculations of a coming wave of deal-making ahead in 2025 that could shake up the media industry. Finally, Omnicom’s announced acquisition of Interpublic – forming the “world’s largest ad conglomerate” – is roiling the industry. The deal’s underpinnings are technological. Ad agencies are facing sweeping change as generative AI erodes the roles of creatives, agencies need data for personalized marketing, and big tech firms increasingly compete with agencies for ad spend. Sign up for free briefs written by real people on 6Pages.com Enjoy. – Tam…

6Pages Market Shifts

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3 Shifts Edition (Dec 13 2024): Trump's latest regulators of note, Will TikTok actually get banned?, Google breaks through with its Willow quantum chips 18:50

hace 11 weeks18:50

18:50

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift fills in some of the blanks since the last time we covered incoming President Trump’s slate of appointments last month. In this brief, we zoom in on the more notable among the key regulators and administrators who will shape the economy during the 2nd Trump administration. Next, the DC Circuit just upheld the law requiring that ByteDance divest in order for TikTok to operate in the US. The TikTok ban is set to go into effect on Jan 19 2025 – just a little over one month from now. While TikTok still has some potential outs, the noose is drawing tighter. Finally, Google’s Quantum AI group just revealed its latest quantum chip called Willow. Willow represents a significant breakthrough in being able to “reduce errors exponentially as we scale up using more qubits.” Willow also performed a benchmark computation in less than 5 minutes that would take one of the fastest supercomputers 10 septillion (10^25) years. Sign up for free briefs written by real people on 6Pages.com Enjoy. – Tam…

6Pages Market Shifts

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3 Shifts Edition (Dec 6 2024): What Amazon is doing to catch up in AI, Perplexity & gen AI players eye ads, FCC OKs Starlink & T-Mobile’s service 22:42

hace 12 weeks22:42

22:42

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift fills in the blanks as to what Amazon – still the #1 cloud player – is doing to catch up in AI. Recently, and at this week’s re:Invent, it made a strong case that it’s committed to being among the winners in generative AI – and that it has some sound pillars to stand on. In the world of 6Pages, we sometimes joke that “one signal is a data point, two signals is a trend.” Now, we have two major AI startups – Perplexity and OpenAI – talking about bringing ads to their interfaces. So…new technology but basically the same economics? And in our final Shift, the FCC has finally approved Starlink’s direct-to-cell service with T-Mobile – in a first for the FCC. T-Mobile users might soon have access to satellite-based texting in cellular dead zones across the US. Sign up for free briefs written by real people on 6Pages.com Enjoy. – Tam…

6Pages Market Shifts

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3 Shifts Edition (Nov 22 2024): The growth of Threads & Bluesky, Big tech under CFPB supervision, Smart displays as your home hub 13:17

hace 14 weeks13:17

13:17

Hi everyone – welcome to your [AI-generated] 3 Shifts Edition. Our first Shift looks at the eye-opening growth of X alternatives Threads (owned by Meta) and Bluesky, in the aftermath of the election and the subsequent exodus of “Twitter quitters.” While X remains the leading “digital public square” app, Threads is nearing its size and Bluesky is growing fast. Next, big tech firms are starting to get regulated like banks. The US CFPB just finalized a rule to put 7 large nonbank companies with digital payment applications under supervision – including Google, Apple, Amazon, PayPal, PayPal-owned Venmo, Block (Cash App), and Zelle. Finally, a market shift for the coming shopping season – the past few weeks have seen momentum behind wall-mounted smart displays from big tech firms. Big tech is hoping these smart displays become the new hub for the consumer home. One final note – the 6Pages team is going on hiatus next week so we can spend some quality time over Thanksgiving with family and loved ones. We hope you get to do the same. Thank you for being part of the 6Pages community – we are grateful for you. – Tam Sign up for free briefs written by real people on 6Pages.com…

6Pages Market Shifts

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3 Shifts Edition (Nov 15 2024): Trump's new regulators and M&A, Amazon Haul vs. Temu & Shein, DeepMind opens up AlphaFold 3 24:18

hace 15 weeks24:18

24:18

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. Sign up for free briefs written by real people on 6Pages.com Enjoy. – Tam…

6Pages Market Shifts

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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 18:30

hace 16 weeks18:30

18:30

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 this from Day 1. Next, the promised tariffs are likely to accelerate the ongoing shift of supply chains away from China. This week saw reports of US shoe and drinkware brands, drugmakers, and chip-equipment manufacturers all making moves to cut their supply chains’ exposure to China. Finally, this week’s election will shake up the already-strained auto industry even further. Even for US automakers, the election isn’t all good news. Tariffs on vehicles and parts imported from Mexico represent risk, and EV makers will likely take a hit from new policies. Some automakers are already considering doubling down on manufacturing in the US market. This 3 Shifts Edition represents a milestone for 6Pages – our 700th market shift researched! If you’re enjoying 6Pages and haven’t subscribed yet, please consider joining us . Through this weekend only, get 7% off a subscription for life using the code 6PAGES700: https://www.6pages.com/join You can also sign up for our free version on 6Pages.com Enjoy. – Tam…

6Pages Market Shifts

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3 Shifts Edition (Nov 1 2024): Defining open-source AI, The changing US space industry, The expansions of GitHub’s Copilot 15:37

hace 17 weeks15:37