Google Search Remedy: Data-Sharing Creates Opportunities for Rivals
Capstone believes a federal court’s decision requiring Alphabet Inc.’s Google to share the index that powers its search engine with search engine rivals and generative artificial intelligence (GenAI) companies will create tailwinds for non-traditional...
From Nvidia to Naval Drones: How China Competition Could Impact the Campaign Trail
While media attention remains focused on the Israel-Gaza conflict and stalled Ukraine-Russia negotiations, several quieter but strategically significant developments involving China evolved in important ways in August: the U.S.–China rivalry over AI chip dominance,...
The Rule That Could Put Unconventional Driverless Cars on the Road and Shake Up Industry
A little-known federal rule, AV STEP, could transform the economics of autonomous vehicles by allowing cars without steering wheels or pedals to deploy at scale. Capstone believes it will be finalized by 2027, setting Tesla and Amazon’s Zoox up for early wins, opening...
US-India Relations Hit a Roadblock (Again)
American investors and companies that are looking at India as their next big opportunity or an alternative supply chain node to China, as well as Indian companies seeking to enter or expand their footprint in the world’s biggest market, should pay close attention to...
