Latest Six pages Podcast Episodes
3 Shifts (Aug 20 2021): Big tech invests in subsea cable, Axel Springer’s acquisition strategy, Big Oil ramps up cleantech VC
6Pages Market Shifts - August 20, 2021 18:00 - 19 minutes(1) Facebook & other big tech firms invest in subsea cables to advance global connectivity (1:08). (2) What’s Axel Springer up to with its US media acquisitions? (8:34). (3) Big Oil is ramping up investments in cleantech startups (14:27). Read this 3 Shifts Edition: https://6pag.es/nyx8hg. Sign ...
3 Shifts (Aug 13 2021): Apple’s child protection features, Salesforce’s media ambitions, Amazon expands resale
6Pages Market Shifts - August 13, 2021 18:00 - 18 minutes(1) Apple’s new child protection features – and what they mean for user privacy (1:10). (2) Will Salesforce+ become the “Netflix for business professionals”? (8:37). (3) Amazon helps sellers resell their returned & overstock inventory (13:55). Read this 3 Shifts Edition: https://6pag.es/vb97fh. ...
3 Shifts (Aug 6 2021): Brain-computer interface startups, Amazon & Walmart serve their rivals, Big tech pursues homomorphic encryption
6Pages Market Shifts - August 06, 2021 18:00 - 21 minutes(1) Brain-computer interface startups are entering clinical trials and attracting investments (1:10). (2) Why are Amazon & Walmart offering their infrastructure to ecommerce rivals? (8:38). (3) Big tech wants to analyze encrypted data using homomorphic encryption (14:06). Read this 3 Shifts Edit...
3 Shifts Edition (Jul 30 2021): Facebook’s metaverse dream, Iron-based batteries unlock multi-day storage, Alphabet’s Intrinsic tackles industrial robotics
6Pages Market Shifts - July 30, 2021 18:00 - 17 minutes(1) Facebook wants to be a “metaverse company” and the outlook on virtual worlds (1:03). (2) Can iron-based batteries unlock affordable, multi-day energy storage? (7:08). (3) Alphabet launches Intrinsic to tackle the persistent challenges in industrial robotics (12:55). Read this 3 Shifts Editio...
3 Shifts (Jul 30 2021): Facebook’s metaverse dream, Iron-based batteries unlock multi-day storage, Alphabet’s Intrinsic tackles industrial robotics
6Pages Market Shifts - July 30, 2021 18:00 - 17 minutes(1) Facebook wants to be a “metaverse company” and the outlook on virtual worlds (1:03). (2) Can iron-based batteries unlock affordable, multi-day energy storage? (7:08). (3) Alphabet launches Intrinsic to tackle the persistent challenges in industrial robotics (12:55). Read this 3 Shifts Editio...
3 Shifts (Jul 23 2021): The tsunami of ecommerce rollups, Square’s sprawling ambitions, Zoom jumps into cloud contact centers
6Pages Market Shifts - July 23, 2021 18:00 - 16 minutes(1) Ecommerce rollups aggregating online brands are getting bigger and more global (1:07). (2) Square’s sprawling ambitions in all-in-one SMB services and consumer financial services (5:21). (3) Zoom makes a $14.7B jump with both feet into cloud-based contact centers (11:21). Read this 3 Shifts ...
3 Shifts (Jul 16 2021): Biggest shifts in Biden’s executive order on competition, The latest in carbon trading & tracking, Alt-chicken is heating up
6Pages Market Shifts - July 16, 2021 18:00 - 20 minutes(1) The biggest shifts in Biden’s sweeping executive order on competition (1:03). (2) China’s new carbon-trading market & the carbon-tracking opportunity (10:01). (3) Alt-chicken is gaining a bigger voice at the table (15:50). Read this 3 Shifts Edition: https://6pag.es/gt6zg8. Sign up to receiv...
3 Shifts (Jul 9 2021): Instant delivery in under 30 min, Vaccine certificate programs roll out, TikTok’s AI recommendation engine for sale
6Pages Market Shifts - July 09, 2021 18:00 - 17 minutes(1) A crop of US startups are promising “instant delivery” in under 30 minutes (0:53). (2) Vaccine certificate programs are being rolled out (8:38). (3) TikTok’s AI recommendation engine is now for sale (13:37). Read this 3 Shifts Edition: https://6pag.es/jpjdbm. Sign up to receive free summarie...
3 Shifts (Jul 2 2021): Long-Term Stock Exchange gets first listings, downward pressure on app commission fees, will Gusto be the “Stripe for HR”?
6Pages Market Shifts - July 02, 2021 18:00 - 17 minutes(1) Twilio and Asana become the first to list on the Long-Term Stock Exchange (0:35). (2) The downward pressure on app commission fees (6:16). (3) Are Gusto’s new payroll APIs signaling an ambition to become the “Stripe for HR”? (13:06). Read this 3 Shifts Edition: https://6pag.es/7kshsc. Sign u...
3 Shifts (Jul 2 2021): Long-Term Stock Exchange gets first listings, downward pressure on app commission fees, will Gusto be the “Stripe for HR”?
6Pages Market Shifts - July 02, 2021 18:00 - 17 minutes(1) Twilio and Asana become the first to list on the Long-Term Stock Exchange (0:35). (2) The downward pressure on app commission fees (6:16). (3) Are Gusto’s new payroll APIs signaling an ambition to become the “Stripe for HR”? (13:06). Read this 3 Shifts Edition: https://6pag.es/7kshsc. Sign u...
3 Shifts (Jun 25 2021): China’s crypto crackdown, “Buy now, pay later” gains steam, Compound startups for B2B SaaS
6Pages Market Shifts - June 25, 2021 18:00 - 20 minutes(1) China’s crypto crackdown is all about control (0:35). (2) The “buy now, pay later” boom picks up steam around the world (7:18). (3) Do B2B SaaS customers prefer “compound startups”? (15:07). Read this 3 Shifts Edition: https://6pag.es/6hrqe9. Sign up to receive free summaries of our deeply r...
3 Shifts (Jun 25 2021): China’s crypto crackdown, “Buy now, pay later” gains steam, Compound startups for B2B SaaS
6Pages Market Shifts - June 25, 2021 18:00 - 20 minutes(1) China’s crypto crackdown is all about control (0:35). (2) The “buy now, pay later” boom picks up steam around the world (7:18). (3) Do B2B SaaS customers prefer “compound startups”? (15:07). Read this 3 Shifts Edition: https://6pag.es/6hrqe9. Sign up to receive free summaries of our deeply r...
3 Shifts (Jun 18 2021): Netflix’s Disney-like franchise ambitions, Airlines invest in air taxis, China wants to lead in space
6Pages Market Shifts - June 18, 2021 18:00 - 19 minutes(1) Netflix’s Disney-like franchise ambitions in ecommerce, gaming, podcasts and more (0:37). (2) Investors & airlines pour billions into electric air taxis – which might be real within 3 years (7:37). (3) China wants to take the lead in space (14:05). Read this 3 Shifts Edition: https://6pag.es...
3 Shifts (Jun 11 2021): Space tourism picks up steam, G-7’s 15% global minimum corporate tax deal, Cruise wins CA pilot permit to offer driverless rides to the public
6Pages Market Shifts - June 11, 2021 18:00 - 16 minutes(1) Space tourism picks up steam with Blue Origin, Virgin Galactic, and SpaceX (0:39). (2) G-7’s deal on a historic 15% global minimum corporate tax (7:19). (3) Cruise is first to win dual California pilot licenses to offer driverless rides to the public (12:25). Read this 3 Shifts Edition: htt...
3 Shifts (Jun 4 2021): Ransomware attacks on critical infrastructure, The first DNA printer is coming, Instacart’s automation ambitions
6Pages Market Shifts - June 04, 2021 18:00 - 14 minutes(1) Ransomware attacks on critical infrastructure are ramping up (0:37). (2) The first “DNA printer” to market will synthesize DNA in as little as 6 hours (6:23). (3) Instacart considers a massive pivot to automated fulfillment centers (10:29). Read this 3 Shifts Edition: https://6pag.es/hmqwg4....
3 Shifts (May 28, 2021): Amazon’s ambitious MGM deal, Growth in fertility & “femtech” startups, Hyundai & in-car payments
6Pages Market Shifts - May 28, 2021 18:00 - 20 minutes(1) Amazon’s MGM deal and ambition to “reimagine” studio franchises (0:38). (2) Ro’s $225M Modern Fertility acquisition and the growth in fertility & “femtech” startups (7:56). (3) Hyundai’s in-car payment system and the latest in connected cars (14:04). Read this 3 Shifts Edition: https://6pag....
3 Shifts (May 21 2021): Inflation & bubble concerns, Ethereum’s energy-efficient blockchain, Pharma invests billions in AI drug discovery
6Pages Market Shifts - May 21, 2021 18:00 - 16 minutes(1) Inflation & bubble concerns grow louder as the Consumer Price Index rises (0:56). (2) Ethereum seeks energy efficiency by shifting from proof-of-work to proof-of-stake (7:34). (3) Pharma companies invest billions in AI drug discovery (12:23). Read this 3 Shifts Edition: https://6pag.es/3y7s3...
3 Shifts (May 14 2021): Instagram Youth & kid-centric business models, Alt-meat prices are going down, US banks will let customers hold crypto
6Pages Market Shifts - May 14, 2021 18:00 - 16 minutes(1) Instagram Youth & the momentum behind kid-centric business models (0:37). (2) Alt-meat players are driving down prices closer to beef (6:28). (3) Hundreds of traditional US banks will soon let customers hold crypto in their bank accounts (12:05). Read this 3 Shifts Edition: https://6pag.es/c...
3 Shifts (May 7 2021): European banks team up on payments, Tiger Global’s high-velocity investing, Continuous glucose monitoring
6Pages Market Shifts - May 07, 2021 18:00 - 17 minutes(1) Pan-European payments system aims to challenge Visa & Mastercard in 2022 (0:39). (2) Tiger Global is raising a $10B fund to amp up its high-velocity investing (5:52). (3) Continuous glucose monitoring & the billion-dollar opportunity in diabetes management (12:11). Read this 3 Shifts Edition...
3 Shifts (Apr 30 2021): Federal contractors make $15/hour+, Apple’s privacy update is good for business, Amazon brings palm-scanning to Whole Foods
6Pages Market Shifts - April 30, 2021 18:00 - 16 minutes(1) Biden’s executive order raises the minimum wage for federal contractors to $15/hour (0:39). (2) App Tracking Transparency is good – and good for Apple’s business (6:06). (3) Amazon brings Amazon One palm-scanning checkout to Whole Foods (12:19). Read this 3 Shifts Edition: https://6pag.es/9d...
3 Shifts (Apr 23 2021): Apple’s AirTag ambitions, Kroger’s automated fulfillment “shed”, 6G is the next battleground with China
6Pages Market Shifts - April 23, 2021 18:00 - 16 minutes(1) Is the new AirTag a signal of Apple’s grander IoT ambitions? (0:41). (2) Kroger’s new automated large-scale “shed” vs. its rivals’ micro-fulfillment strategy (6:13). (3) US and Japan invest $4.5B in 6G with an eye to the next battleground with China (10:39). Read this 3 Shifts Edition: https...
3 Shifts (Apr 23 2021): Apple’s AirTag ambitions, Kroger’s automated fulfillment “shed”, 6G is the next battleground with China
6Pages Market Shifts - April 23, 2021 18:00 - 16 minutes(1) Is the new AirTag a signal of Apple’s grander IoT ambitions? (0:41). (2) Kroger’s new automated large-scale “shed” vs. its rivals’ micro-fulfillment strategy (6:13). (3) US and Japan invest $4.5B in 6G with an eye to the next battleground with China (10:39). Read this 3 Shifts Edition: https...
3 Shifts (Apr 16 2021): SE Asia “super-apps” seek public markets, Microsoft-Nuance in healthcare, Will crypto exchanges become institutions?
6Pages Market Shifts - April 16, 2021 18:00 - 15 minutes(1) Southeast Asia’s “super-app” giants head to the public markets (0:37). (2) Microsoft acquires Nuance to bolster its Healthcare Cloud & natural-language capabilities (5:46). (3) US cryptocurrency trading platforms chart a path to becoming financial institutions (10:40). Read this 3 Shifts Edi...
3 Shifts (Apr 9 2021): Supreme Court says copying APIs is fair use, UnitedMasters’ alternative to big labels, Social platforms add payments
6Pages Market Shifts - April 09, 2021 18:00 - 14 minutes(1) The US Supreme Court rules that copying APIs is fair use (0:36). (2) UnitedMasters is helping musicians capture a bigger piece of the streaming-revenue pie (5:29). (3) Social platforms embed new payments capabilities (10:31). Read this 3 Shifts Edition: https://6pag.es/wjevse. Sign up to rec...
3 Shifts (Apr 2 2021): The Fed & the digital dollar, Intel’s new foundry business, Everyone wants a Clubhouse
6Pages Market Shifts - April 02, 2021 18:00 - 16 minutes(1) The US Federal Reserve opens the door to a “Fedcoin” digital dollar (0:36). (2) Intel doubles down on making chips designed by other firms (6:03). (3) Everyone wants to build their own Clubhouse (10:16). Read this 3 Shifts Edition: https://6pag.es/86j9ks. Sign up to receive free summaries of...
3 Shifts (Mar 26 2021): NFL’s $110B in broadcast deals, Zoom’s platform ambitions, OpenStore & ecommerce consolidation
6Pages Market Shifts - March 26, 2021 18:00 - 17 minutes(1) NFL’s $110B in new broadcast deals will accelerate the cord-cutting transition (0:38). (2) Zoom’s platform ambitions, as it licenses videoconferencing to 3rd-party app developers (6:46). (3) Keith Rabois’ OpenStore and the consolidation era of e-commerce (11:04). Read this 3 Shifts Edition: ...
3 Shifts (Mar 19 2021): Amazon Care for workforces, SEC ups equity crowdfunding limits, 3D-printing refocuses on healthcare
6Pages Market Shifts - March 19, 2021 18:00 - 15 minutes(1) Amazon Care offers its telemedicine & in-home healthcare service to other companies’ workforces (0:37). (2) SEC will let startups raise up to $5M per year through equity crowdfunding (5:32). (3) Is 3D-printing going deeper into the healthcare mainstream? (10:13). Read this 3 Shifts Edition: ...
3 Shifts (Mar 12 2021): Big Tech’s XR race, SpaceX Starlink’s widening lead, Companies invest in “community”
6Pages Market Shifts - March 12, 2021 19:00 - 17 minutes(1) Big Tech’s XR race is picking up steam (0:35). (2) SpaceX’s Starlink satellite broadband continues to widen its lead (6:21). (3) More companies are investing in “community” (11:53). Read this 3 Shifts Edition: https://6pag.es/bps4ba. Sign up to receive free summaries of our deeply researched...
3 Shifts (Mar 12 2021): Big Tech’s XR race, SpaceX Starlink’s widening lead, Companies invest in “community”
6Pages Market Shifts - March 12, 2021 19:00 - 17 minutes(1) Big Tech’s XR race is picking up steam (0:35). (2) SpaceX’s Starlink satellite broadband continues to widen its lead (6:21). (3) More companies are investing in “community” (11:53). Read this 3 Shifts Edition: https://6pag.es/bps4ba. Sign up to receive free summaries of our deeply researched...
3 Shifts (Mar 5 2021): RNA-based therapies, NFTs are booming, Automakers phase out gas cars
6Pages Market Shifts - March 05, 2021 19:00 - 17 minutes(1) The future of RNA-based vaccines & therapies beyond COVID-19 (0:35). (2) What are NFTs and why are they booming? (6:28). (3) Automakers commit to phasing out gas vehicles (12:26). Read this 3 Shifts Edition: https://6pag.es/jwm7u. Sign up to receive free summaries of our deeply researched br...
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