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3 Shifts Edition (Apr 4 2025): Blanket tariffs and the auto industry, Amazon becomes a full-fledged studio, Instacart maps store shelves
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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump’s blanket tariffs are crashing the economy, with nearly all major US trading partners hit with new levies. Some, like the EU, China, and Vietnam, are facing eye-popping 20-65%+ rates. The 25% auto tariffs are now live too, sending car prices higher.
Next, Amazon is going full Hollywood, announcing plans at CinemaCon to release 15 big-screen films per year. Amazon sees theatrical as both a prestige play to lure in creatives as well as advance marketing for later streaming releases (with their adjacent downstream revenue).
Finally, Instacart is quietly turning its shoppers into a crowdsourced data army, tasking them with capturing video of store shelves and inventory. Highly accurate and timely inventory data opens up an array of new opportunities for Instacart, its customers, and retailer partners.
Enjoy.
– Tam
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