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...
From Siloed to Seamless: The New Policy Backdrop of Health Tech Winners and Losers
It seems like every few years, there is a burst of excitement about healthcare technology. From AI replacing doctors, to full lab tests with a single drop of blood, to telemedicine-first healthcare. But when the hype dies down, healthcare has a way of snapping back to...
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...
