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

First, Anthropic’s new Mythos frontier model – rumored to be in the 10T-parameter class – may be cybersecurity teams’ best tool and worst nightmare. It’s being tightly controlled under Project Glasswing for now, but expect malicious actors to be wielding Mythos-level capabilities in maybe 6-24 months.

Next, advanced chip packaging might be AI’s next chokepoint. Seems like everyone is investing in expanding their packaging capacity – including TSMC, Intel, Samsung, traditional OSAT firms ASE and Amkor, memory-chip players SK Hynix and Micron, and even SpaceX.

Finally, there’s growing interest in trying to control the weather. The technology exists for basic weather control, and 50+ countries are already working on or experimenting with cloud seeding. China has the most ambitious program, with operations running year-round.

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Tam

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First, compressed 1-bit models like PrismML’s Bonsai are showing it’s possible to be competitive in performance while being 14x smaller, 8x faster, and 4-5x more energy-efficient. These models can run locally on edge devices (e.g. phones, laptops, wearables) for inference.

Next, data centers are facing a broad backlash that is driving policymakers – such as in Maine – to put a freeze on new data-center construction. Communities are starting to push back hard over rising electricity prices and water use.

Finally, Rivian just won a yearslong battle in Washington state to sell its cars directly to consumers. Given the effectiveness of its threat to take the question to voters through a ballot initiative, it’s not surprising that Rivian plans to take this strategy to other states.

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Tam

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

First, Google’s TurboQuant algorithm is promising to “[reduce] LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss.” That’s a big deal when memory has been the bottleneck for scaling AI.

Next, there’s been a noticeable shift in opinion regarding social media’s use by minors and tech firms’ legal liability. Meta and YouTube lost two significant cases this past week, and if the logic sticks, it could mean a wave of lawsuits and massive financial penalties for social platforms. Some are calling this the “Big Tobacco” moment for social media.

Finally, messaging apps like iMessage, WhatsApp, Telegram, Discord, WeChat, and Slack are becoming natural control planes for AI agents. Claude Code Channels, the latest effort in this arena, is reportedly responsive, stays connected, and has persistent permissions – and is signaling an inflection point for this shift.

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Tam

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

First, US retail leasing by services businesses has edged out goods-based tenants for the first time on record. The proliferation of gyms, medspas, salons, and experiential concepts isn’t just a change in real estate – it’s also a signal of a broader shift in the economy.

Next, Amazon is renewing its push for ultra-fast delivery (1-hour and 3-hour) in the US. After a few years of cost discipline, Amazon now seems ready to flex the logistics network it spent billions building – and maybe try to regain the footing it lost to Walmart.

Finally, momentum is building behind open payment protocols for AI agents. The promise of agents and their productive capacities needs standard mechanisms for them to transact at scale. It’s still early though and a bit chaotic, with multiple protocols and competing ecosystems.

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Tam

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

First, in the AI chip race, inference is where the real volume game sits – and unfortunately Nvidia’s general-purpose GPUs aren’t ideal for inference. Deal-making around inference chips is happening now at a rapid-fire pace, as players aim to make inference faster and cheaper.

Next, OpenAI and Anthropic are tying up with consulting giants – which may mean consulting is not dead after all. These partner programs are clearly about leverage in the race for enterprise AI, and bringing armies into companies to deploy AI models at production-scale.

Finally, both Nasdaq and NYSE want to tokenize stocks, and the regulatory landscape is ripe for an exemption sometime soon. However, almost everyone wants official on-chain versions of stocks, not just crypto-flavored knockoffs.

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Tam

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First, consumers hunting for yield are discovering stablecoin rewards. While returns on stablecoin can be significantly higher, the catch is that these aren’t FDIC-insured accounts, which means holders can be wiped out.

Next, Google is making sweeping changes to its app store as its long antitrust battle with Epic Games comes to a close. Developers have alternative billing options, the door is opening wider to 3rd-party app stores, and fees are generally coming down.

Finally, AI infrastructure is running into the “copper wall” – and fiber-optic interconnects may be the answer. Silicon-photonics startups are suddenly hot as AI players search for ways to move vastly more data using less power.

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Tam

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

First, Claude Cowork is becoming a major gateway for non-developers looking to make things using AI. Its plugins – most recently, for HR, design, investment banking, equity research, and more – can effectively turn Claude into long-running specialized agents for an array of functions and roles.

Next, signals are indicating Apple’s growing commitment to shifting more manufacturing to the US. From Mac minis to chips, Apple is hedging for tariffs, geopolitics, and supply shocks – all the while still leaning heavily on China, India, and Vietnam.

Finally, Nvidia is returning to consumer PCs with hybrid CPU-GPU processors aimed at powerful thin-and-light PCs with long battery life – the laptop version of today’s smartphones. Nvidia isn’t looking for near-term profits but rather a foothold in inference and the new class of “AI PCs.”

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Tam

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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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