3 Shifts Edition (Feb 20 2026): India’s big AI ambitions, Content marketplaces for AI, Uber's $100M bet on AV fast-charging stations
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3 Shifts Edition (Feb 20 2026): India’s big AI ambitions, Content marketplaces for AI, Uber's $100M bet on AV fast-charging stations
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About this listen
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.
Enjoy.
Tam
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