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

First, the DOJ just reclassified medical marijuana as a Schedule III drug. A hearing is also scheduled to address the full rescheduling of all marijuana to Schedule III. It doesn’t change everything for the industry – recreational marijuana remains illegal – but it could change a lot.

Next, Amazon Leo and Blue Origin are starting to look like real challengers to SpaceX/Starlink. Amazon’s $11.6B deal for Globalstar, and Blue Origin reusing its New Glenn rocket for the first time are just two of the signals this may be an inflection point for the industry.

Finally, CATL and BYD – the #1 and #2 EV battery players – have separately unveiled ultra-fast charging technologies that bring EVs closer to parity with gas cars. If it only takes 6.5 min to charge an EV to near-full, it could change how consumers feel about EVs.

One last personal note – Adam and I just welcomed baby Kit (our 4th!) and have been thinking about how to make 6Pages more sustainable in our lives. I’ve been doing this work for the past 10 years and it’s a lot of late nights and nonstop monitoring. Going forward, we’re choosing to be more intentional about taking time off throughout the year. That may occasionally mean a missed week of the 3 Shifts Edition – but don’t worry, if that happens, you can expect it to be back in your inbox [or favorite podcast app] probably the following week.

As always, thank you for being part of the 6Pages community. It means a lot.

Tam

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