6Pages Market Shifts
70 episodes - English - Latest episode: almost 3 years ago -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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Episodes
3 Shifts (Sep 25 2020): Microsoft’s new Azure offerings, Tesla’s plan to cut battery costs, Big 4’s ESG reporting standards
September 25, 2020 18:00 - 12 minutes - 8.38 MB(1) Microsoft seeks to differentiate Azure with 3 new offerings (0:37). (2) Tesla’s plan to cut battery costs by 56% within 3 years (4:50). (3) Big 4 accounting firms release the first coordinated ESG reporting standards (8:25). Read this 3 Shifts Edition: https://6pag.es/yzxjl. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Sep 18 2020): Trump’s order on drug prices, NVIDIA acquires Arm, A wave of climate commitments
September 18, 2020 18:00 - 14 minutes - 9.73 MB(1) Trump’s controversial order to test capped Medicare payments for Part B & D drugs (0:36). (2) NVIDIA’s proposed $40B acquisition of Arm is rocking the chip industry (4:46). (3) Major climate commitments by tech firms & energy giants (9:54). Read this 3 Shifts Edition: https://6pag.es/4jyj2. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Sep 11 2020): Reliance Retail’s tailwinds, GM & Nikola’s sticky situation, Tech on the horizon
September 11, 2020 18:00 - 12 minutes - 8.35 MB(1) The tailwinds behind Reliance Retail’s recent fundraising (0:36). (2) GM will manufacture Nikola’s electric and fuel-cell trucks – if Nikola doesn’t implode (4:13). (3) Tech on the horizon: See-thru package imaging, AirTags, verified calling, robotic mapping (8:36). Read this 3 Shifts Edition: https://6pag.es/ej226. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Sep 4 2020): FAA approves Amazon drone delivery, Amazon Halo wellness band, Facebook could block news in Australia
September 04, 2020 18:00 - 12 minutes - 8.69 MB(1) FAA approval brings Amazon Prime Air drone deliveries closer (0:36). (2) Amazon enters wearables with Halo wellness band & subscription service (4:18). (3) Facebook pushes back on Australia draft regulation requiring payment for news (8:29). Read this 3 Shifts Edition: https://6pag.es/uxa94. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Aug 28 2020): Ant Group’s mega-IPO, Amazon’s delivery-station expansion, Airbnb’s outlook
August 28, 2020 18:00 - 13 minutes - 8.97 MB(1) Ant Group’s growth and margins are positioning it for the largest IPO ever to date (0:36). (2) Amazon expands its network of delivery stations to bolster up a key weakness (4:48). (3) Airbnb’s IPO filing and the mixed signals from the travel industry (8:37). Read this 3 Shifts Edition: https://6pag.es/wghd9. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Aug 21 2020): Amazon’s product liability, Impact of the WeChat ban, Oracle & Salesforce face GDPR suit
August 21, 2020 18:00 - 13 minutes - 9.11 MB(1) Amazon can be liable for defective products on its 3rd-party marketplace (0:36). (2) Trump’s WeChat ban could have sweeping consequences for US companies (5:05). (3) Oracle & Salesforce face GDPR lawsuit for their 3rd-party cookies’ role in real-time bidding (9:35). Read this 3 Shifts Edition: https://6pag.es/recnh. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Aug 14 2020): Uber & Lyft’s AB-5 battle, Facebook Financial, Retail’s ecommerce normal
August 14, 2020 18:00 - 12 minutes - 8.45 MB(1) Uber & Lyft may suspend services in California if they have to classify drivers as employees (0:37). (2) Facebook brings payments and financial services under a new Facebook Financial umbrella (4:36). (3) All roads lead to ecommerce as retailers invest in fulfillment and online assortment (7:45). Read this 3 Shifts Edition: https://6pag.es/a3kv8. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts Edition (Aug 7 2020): Amazon's Kuiper internet satellites, Google in home security, Varo lands bank charter
August 07, 2020 18:00 - 14 minutes - 10 MB(1) FCC approves Amazon’s $10B Project Kuiper broadband-internet satellites (0:36). (2) Google invests $450M in ADT to integrate Nest into security offerings (5:11). (3) AMC & Universal collapse the exclusive theatrical window to just over 2 weeks (10:05). Read this 3 Shifts Edition: https://6pag.es/kgswh. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Aug 7 2020): Amazon's Kuiper internet satellites, Google in home security, Varo lands bank charter
August 07, 2020 18:00 - 14 minutes - 10 MB(1) FCC approves Amazon’s $10B Project Kuiper broadband-internet satellites (0:36). (2) Google invests $450M in ADT to integrate Nest into security offerings (5:11). (3) Varo Money’s banking charter opens door for fintechs (10:05). Read this 3 Shifts Edition: https://6pag.es/kgswh. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jul 31 2020): Blank-check vehicles, A vaccine rundown, The theatrical window collapses
July 31, 2020 18:00 - 14 minutes - 9.79 MB(1) “Blank-check companies” – also known as SPACs – are booming this year (0:36). (2) A rundown of the COVID-19 vaccine race and its frontrunners (5:02). (3) AMC & Universal collapse the exclusive theatrical window to just over 2 weeks (10:14). Read this 3 Shifts Edition: https://6pag.es/bq96x. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jul 24 2020): Collaboration tools become platforms, Mental health expands its reach, The push towards Mars
July 24, 2020 18:00 - 17 minutes - 12.1 MB(1) APIs, antitrust & entrants – The latest in the collaboration race (0:36). (2) The expanding reach of mental wellness and teletherapy (6:36). (3) The push towards Mars by the UAE, China and US (10:50). Read this 3 Shifts Edition: https://6pag.es/hsyfh. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jul 17 2020): WhatsApp Business, Podcast analytics, Palantir going public
July 17, 2020 18:00 - 12 minutes - 8.83 MB(1) WhatsApp Business is growing fast, with now 50M+ active merchant users (0:37). (2) SiriusXM invests in podcast advertising and analytics, in a race against Spotify (4:33). (3) Palantir files to go public amid strong growth & mixed environment for surveillance (9:05). Read this 3 Shifts Edition: https://6pag.es/7xrcv. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jul 10 2020): New law threatens Hong Kong’s standing, Alt-meat is price-competitive, Investors snap up digital’s physical infrastructure
July 10, 2020 18:00 - 14 minutes - 10.3 MB(1) New Hong Kong national security law threatens its role as a global trading hub (0:37). (2) Beyond Meat’s alt-meat becomes price-competitive with beef and expands globally (5:28). (3) Investors snap up physical infrastructure underlying digital business models (10:01). Read this 3 Shifts Edition: https://6pag.es/4ah3l. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jun 26 2020): Amazon enters autonomous, Apple’s custom chips, Mastercard buys Finicity
June 26, 2020 18:00 - 11 minutes - 7.79 MB(1) Amazon moves into autonomous vehicles with the $1B+ acquisition of Zoox (0:38). (2) Apple reinforces its walled garden with Apple Silicon chips in Macs (4:08). (3) Mastercard follows Visa with its acquisition of data-aggregation API firm Finicity (7:23). Read this 3 Shifts Edition: https://6pag.es/cr6bd. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jun 19 2020): Walmart and Shopify team up, Apple gets antitrust heat, OpenAI releases general-purpose language API
June 19, 2020 18:00 - 12 minutes - 8.45 MB(1) Walmart will integrate with Shopify, adding 1,200 Shopify merchants to its 3rd-party marketplace (0:37). (2) Apple gets antitrust heat for its App Store and Apple Pay practices (3:37). (3) OpenAI releases an enormous general-purpose language API for commercial use (8:27). Read this 3 Shifts Edition: https://6pag.es/7a2rx. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jun 12 2020): Tech firms pull back on facial recognition, Instacart speeds up, Facebook's early-stage venture arm
June 12, 2020 18:00 - 10 minutes - 7.47 MB(1) Tech firms pull back on facial recognition use by police (0:37). (2) Instacart speeds up in online grocery (5:03). (3) Facebook's New Product Experimentation team launches an early-stage venture arm (7:49). Read this 3 Shifts Edition: https://6pag.es/x2jyd. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (Jun 5 2020): Growing pressure on Huawei, Electric vehicles in China, India lures manufacturers
June 05, 2020 18:00 - 10 minutes - 7.25 MB(1) Huawei’s global competitiveness is threatened by international pressure (0:37). (2) Investments may spur a rebound in China’s electric-vehicle industry (4:31). (3) India, seeking self-reliance, lures electronics manufacturers with $6.6B in incentives (7:02). Read this 3 Shifts Edition: https://6pag.es/98yfv. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (May 29 2020): Trump's Section 230 order, China's tech champions, Remote-first goes permanent
May 29, 2020 18:00 - 11 minutes - 7.8 MB(1) Trump’s executive order threatens to make tech platforms liable for user content (0:36). (2) China’s national tech champions invest billions in next-gen infrastructure (4:40). (3) Remote-first becomes permanent for many tech firms and professionals (7:51). Read this 3 Shifts Edition: https://6pag.es/prheq. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (May 22 2020): Facebook Shops, Renewables overtake coal, Robots in the supply chain
May 22, 2020 18:00 - 10 minutes - 7.01 MB(1) Facebook pushes into social commerce with the Shops storefront (0:37). (2) Renewable energy will surpass coal for the first time in the US (2:58). (3) Rising demand for robots across the supply chain (6:16). Read this 3 Shifts Edition: https://6pag.es/c7m6q. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.
3 Shifts (May 15 2020): Reliance Jio, Uber’s M&A, Theatrical releases
May 15, 2020 18:00 - 7 minutes - 5.08 MB(1) Cash from US investors pours into Reliance Jio – the next big tech firm? (0:36). (2) Uber strengthens its grip on the mobility ecosystem (2:25). (3) Video-streaming & big tech shake up the business of theatrical releases (4:34). Read this 3 Shifts Edition: https://6pag.es/ftepz. Sign up to receive free summaries of our deeply researched briefs: 6Pages.com.