Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, India has emerged as one of the most attractive markets for AI. After this week’s AI Impact Summit and a parade of sizable commitments by US and Indian companies, India looks set to exceed its $200B+ target for AI infrastructure investment by 2028.

Next, licensing content for AI has begun to look more appealing since Anthropic’s $1.5B copyright settlement. Now, content marketplaces from the likes of Microsoft and Amazon are emerging to address this need.

Finally, Uber’s $100M bet on AV fast-charging stations is defying its slumping stock price. Uber’s take is that AVs will drive growth for the entire category, that AV supply will eventually fragment, and that its role in demand aggregation and maximizing asset utilization will continue to capture value.

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Tam

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First, the rising chatter about AI fatigue – what started as excitement over Claude Opus 4.5 and vibe-coding is settling into a more complicated reality. The productivity gains are real, but so are the coordination costs, cognitive load, and burnout.

Next, instead of waiting a decade for a new reactor, Alva Energy wants to boost the output of existing nuclear plants by 200-300 MW each. With AI data centers hungry for electricity, squeezing 10 GW out of the current fleet might be the most pragmatic near-term move on the board.

Finally, US lidar firms are consolidating while Chinese lidar makers sprint down the cost curve. With the price of Chinese-made lidar falling to $200, it begs the question of whether the writing is already on the wall with respect to China’s dominance in lidar. 

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, SpaceX’s merger with xAI is set to supercharge Elon Musk’s orbital data center dreams. With SpaceX’s recent application to the FCC for up to 1M satellites and Musk pressing for an accelerated Jun 2026 IPO, the dots are starting to connect.

Next, direct-to-patient drugs is becoming pharma’s new normal. The recent launch of TrumpRx has highlighted the ongoing shift over the past couple years towards direct-to-patient models by drugmakers, such as Eli Lilly, Pfizer, Novo Nordisk, Amgen, and AstraZeneca.

Finally, AI is gunning for the legal sector – and SaaS is feeling it. The market panic might be premature but white-collar work is set for a major business-model change. It begs the question as to whether AI will turn services businesses into software-like freemium subscriptions.

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, open-source AI agent OpenClaw – otherwise known as “Claude with hands” – has become the latest viral sensation. It’s open-source, runs locally, controlled through chat, and has shell access, which means it can do just about anything – including bad things.

Next, AI seems to be making real progress in new formulations and materials. A broad array of examples have emerged in consumer and industrial products from new scents to new coatings – including, notably, battery chemistries, pharmaceuticals, and superconductors.

Finally, the race to build world models is on, with players like Google DeepMind, Nvidia, xAI, Meta, and myriad startups like Yann LeCun’s AMI Labs in the ring. Some of the smartest researchers believe world models may be the key to unlocking AI’s next frontier.

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, vibe-coding is hitting an inflection point – and it’s a major threat to software companies. What’s changing is how capable the tools have become and the pace of adoption by non-technical users.

Next, Chinese EVs are starting to take over, making headway in Europe, Latin America, and other markets. BYD, Geely, and others are offering EVs that are not just cheaper but feature-rich enough to punch above their price point.

Finally, data centers in space are looking like the future. Elon Musk, Jeff Bezos, Google, and others are getting serious about orbital data centers that could change the game around energy and other costs. SpaceX is in pole position, given that it has the lowest-cost rocket platform.

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, Apple has landed on Google’s Gemini for Siri – putting a capstone on a key decision that’s set to shape how consumers will use AI in their everyday lives. If you have an iPhone, you can finally let yourself wonder: “What if Siri was actually really good?”

Next, the current hot set of AI use cases seems to be oriented around healthcare. The past couple weeks have seen launches of OpenAI for Healthcare, Claude for Healthcare, and Google’s open medical model MedGemma 1.5, among others.

Finally, Walmart is expanding its drone delivery to a total of 270+ stores by 2027, covering 40M people. With a key regulatory change coming down the pipe this year, drone delivery is set to pick up steam. Players are aiming for an eventual cost of $1-2 per package at scale.

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

Our last edition before the holidays looked at the coming surge in IPOs, with a backlog that Barclays said going into 2026 was the “largest we've seen in over four years – and growing.” Now, just a little over a week into 2026, the IPO filings have begun.

Next, there’s a wave of stablecoin-based neobanks emerging from the momentum of the GENIUS Act. Some of them already hold or are pursuing banking licenses, while others are just front-ends sitting on top of chartered banks and stablecoins.

Finally, Google is selling its TPUs to third parties, with $21B in orders from Anthropic and possibly more from Meta. It has some industry analysts speculating that TPUs could capture 20% of the AI chip market within a few years.

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, President Trump just signed an executive order to reclassify marijuana from Schedule I to Schedule III. The move will change the game for medical access, research, and cannabis-business tax deductions, although it stops well short of full legalization.

Next, IPOs are surging, with 2025’s $75B haul blowing past last year and 2026 looking stacked with mega-deals. SpaceX, Anthropic, Fannie Mae and Freddie Mac, and possibly OpenAI are circling the runway, while many others are quietly making their preparations.

Finally, memory-chip makers can’t keep up with demand – and shortages are expected to last into 2026 and potentially beyond. Rising memory prices are driving up prices for electronics ranging from PCs to game consoles to smartphones.

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, Trump just signed an executive order that sets a course for a national AI policy framework (vs. the growing patchwork of state AI laws). Until federal laws are passed that preempt state laws, however, state-level fragmentation will be discouraged using DOJ litigation and federal funding.

Next, Australia is now the first country to enforce a nationwide ban on social-media accounts for children under 16. With legislation brewing in multiple countries and US states, this could signal a sea-change in the use of social media by minors.

Finally, geothermal energy is quietly having a moment. Geothermal is promising faster, cheaper builds – with the potential to power data centers, displace natural gas, and provide baseload energy 24/7. Eventually, geothermal could be “far cheaper than natural gas.”

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Tam

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, China’s AI progress is being deployed in manufacturing systems, with some dramatic cost reductions being reported. Chinese open models’ share of downloads has overtaken US open models, and industry watchers are calling China’s models “palpably close to the frontier.”

Next, Netflix’s $83B deal to buy WBD’s libraries, studios, and HBO Max is shaking up the entertainment industry. It’s a big swing – if it can clear regulators. For Netflix, it could juice its core subscription and ad businesses, and open up doors to new revenue streams.

Finally, the US energy-storage build-out has quietly blown past its 8-year goal for 2025 – and it’s still going. The US now has 40+ GW of battery storage online, most of it landing in solar-heavy states like Texas, California, and Arizona.

Enjoy.

Tam

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