6Pages Market Shifts

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 thi...

(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 up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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 . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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 Edition: https://6pag.es/vxa674 . Sign up to receive free summaries of our deeply researched briefs: 6Pa...

(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 Edition: https://6pag.es/444n82 . Sign up to receive free summaries of our deeply researched briefs: 6Pages.co...

(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 Edition: https://6pag.es/5jd82f . Sign up to receive free summaries of our deeply researched briefs: 6Pa...

(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 receive free summaries of our deeply researched briefs: 6Pages.com . 

(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 summaries of our deeply researched briefs: 6Pages.com . 

(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 up to receive free summaries of our deeply researched briefs: 6Pages.com . 

(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 researched briefs: 6Pages.com .

(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/74we4s . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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: https://6pag.es/q8upka . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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 . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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.es/5yug5u . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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/3y7s3m . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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/cht725 . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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: https://6pag.es/5cmrwc . Sign up to receive free summaries of our deeply researched briefs: 6P...

(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/9drdbx . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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://6pag.es/fdk9ps . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com .

(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 Edition: https://6pag.es/nxq6un . Sign up to receive free summaries of our deeply researched briefs: 6P...

(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 receive free summaries of our deeply researched briefs: 6Pages.com .

(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 our deeply researched briefs: 6Pages.com .

(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:  https://6pag.es/g2bz32 . Sign up to receive free summaries of our deeply researched briefs: 6Pages.com...

(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: https://6pag.es/mmwbk5 . Sign up to receive free summaries of our deeply researched briefs: 6Pages.c...

(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 briefs: 6Pages.com .