


The Regulatory Double-down on Telecom, and Questions for the Balance of 2024
June 24, 2024 By Matt Wiederrecht, Head of Capstone’s Special Situations Team *As we reach the year’s midpoint, Capstone is revisiting our sector 2024 predictions and looking ahead to the second half of 2024. With the Democrats now holding the reins, the...
Progress Towards Artificial General Intelligence Will Scramble Tech Regulation
June 10, 2024 By JB Ferguson, head of Capstone’s Technology Policy Practice The likelihood of OpenAI, Anthropic, or one of their competitors developing artificial general intelligence (AGI)— highly autonomous systems that outperform humans at most economically...
The Modern-Day Price Fixing Problem and the Emerging Crackdown on It
By Makenzy Mohrman, Capstone Financial Services analyst Alleged price-fixing schemes have evolved over the last several decades, and so has the policy response to it. With the dawn of the digital age, backroom hushed conversations at industry conferences about...
Shifting Battlefronts: Why State Policy is Increasingly the Key to the Data Center Boom
By Josh Price, Capstone Energy Analyst May 26, 2024 — The artificial intelligence-driven demand boom for data centers—and the requisite energy needed to power them—has dominated media coverage and earnings calls since the start of the year and recently took...