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3 Shifts (Jul 24 2020): Collaboration tools become platforms, Mental health expands its reach, The push towards Mars

6Pages Market Shifts - July 24, 2020 18:00 - 17 minutes
(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...

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3 Shifts (Jul 17 2020): WhatsApp Business, Podcast analytics, Palantir going public

6Pages Market Shifts - July 17, 2020 18:00 - 12 minutes
(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 Editi...

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3 Shifts (Jul 10 2020): New law threatens Hong Kong’s standing, Alt-meat is price-competitive, Investors snap up digital’s physical infrastructure

6Pages Market Shifts - July 10, 2020 18:00 - 14 minutes
(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 Edit...

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3 Shifts (Jun 26 2020): Amazon enters autonomous, Apple’s custom chips, Mastercard buys Finicity

6Pages Market Shifts - June 26, 2020 18:00 - 11 minutes
(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://6...

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3 Shifts (Jun 19 2020): Walmart and Shopify team up, Apple gets antitrust heat, OpenAI releases general-purpose language API

6Pages Market Shifts - June 19, 2020 18:00 - 12 minutes
(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 ...

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3 Shifts (Jun 12 2020): Tech firms pull back on facial recognition, Instacart speeds up, Facebook's early-stage venture arm

6Pages Market Shifts - June 12, 2020 18:00 - 10 minutes
(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 ...

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3 Shifts (Jun 5 2020): Growing pressure on Huawei, Electric vehicles in China, India lures manufacturers

6Pages Market Shifts - June 05, 2020 18:00 - 10 minutes
(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...

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3 Shifts (May 29 2020): Trump's Section 230 order, China's tech champions, Remote-first goes permanent

6Pages Market Shifts - May 29, 2020 18:00 - 11 minutes
(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:/...

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3 Shifts (May 22 2020): Facebook Shops, Renewables overtake coal, Robots in the supply chain

6Pages Market Shifts - May 22, 2020 18:00 - 10 minutes
(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...

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3 Shifts (May 15 2020): Reliance Jio, Uber’s M&A, Theatrical releases

6Pages Market Shifts - May 15, 2020 18:00 - 7 minutes
(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 r...

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