6Pages Market Shifts

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Make better and faster decisions in response to far-reaching market shifts in business and technology. Featuring content from our 6Pages subscription service, a new kind of market intelligence for professional decision-makers. Learn more and sign up for free summaries of our deeply researched briefs on 6Pages.com.
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3 Shifts Edition (Feb 13 2026): End-to-end SWE and AI fatigue, Boosting the output of existing nuclear plants, The consolidation of the lidar industry
Friday, 13 February, 2026

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].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. Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com