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...
The 340B Dilemma: The Power of Vague Law
At only eight and a half pages of statute, the federal 340B drug pricing program is a clear example of how industry speaks when the law is silent. The program itself is fairly simple—in 1992, the government was concerned that safety net medical institutions would not...
What Comes Next After the US Strikes on Iran?
With direct military confrontation among the US, Israel and Iran de-escalated—for now—Capstone is tracking three key questions on behalf of clients: 1. Did the US Strikes on Iran Succeed? Tactically, yes. For years, US wargamers and skeptics warned that...























