3 Shifts Edition (Sep 26 2025): The $100K H-1B visa, The US deal for TikTok, Amazon will deliver its rivals’ orders
Description
Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Trump’s $100K H-1B visa has companies and workers scrambling. While the $100K fee won’t apply to renewals or existing H-1B holders, the administration is signaling that H-1Bs will be fewer, more expensive, and skewed toward higher-paid roles.
Next, the US deal for TikTok looks like it’s actually happening. Under Trump’s executive order, TikTok US will spin off into a JV with majority-US ownership and board. Oracle will play a major role in hosting the data and overseeing the retraining of TikTok’s recommendation algorithm.
Finally, Amazon will deliver orders placed on Shopify, Walmart, and Shein through its Multi-Channel Fulfillment program. Sellers pooling their inventory across Amazon and non-Amazon sales channels are seeing a 19% increase in sales, 19% reduction in out-of-stocks, and 12% improvement in inventory turnover on average.
Enjoy.
Tam
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