Charting AI’s Course: Identifying the Accelerators and Roadblocks Ahead
Download the Report The AI market will accelerate in 2025 in response to the US government’s efforts to build its AI infrastructure and roll back regulation. Amid this momentum, several dynamics will distinguish the winners from the losers. Notably, open-weight model...
Trump 2.0: EU Braces for Major Economic and Policy Overhaul
Capstone believes President-elect Trump’s second administration will profoundly impact Europe’s economic and policy outlook. We believe Trump 2.0 will not be like his first term. Given his overwhelming mandate, the next four years will see unprecedented US policy...
Rewiring the Network: FCC to Drive Pro-business Policy Changes
Capstone believes a Republican-led Federal Communications Commission (FCC) will aggressively pursue business-friendly regulatory reforms and adopt an accommodative stance towards mergers and acquisitions. This is expected to result in major policy changes for the...
Spectrum of Change: FCC to Back Satellite Growth With America-First Policies
Download the Report Capstone believes a Republican-led Federal Communications Commission (FCC) will take an “America first” stance in the satellite race against China by boosting new, large US-based satellite constellations such as SpaceX’s Starlink and Amazon’s...
