AI Wars to Heat up: Why the US and EU Will Escalate Their AI Trade War, and Why it Carries Underappreciated Risks
By JB Ferguson Introduction Capstone believes the US-EU de facto trade war over AI will escalate in 2024, posing underappreciated risks and opportunities across tech and other industries. We expect the competing priorities of protecting against the unconstrained...
Waves at The Ballot Box: Why EU Electoral Dynamics will Have Underappreciated Implications Across Industry
By Mathew Gilbert Introduction Capstone believes a new European Commission (EC) agenda and Parliament elections will drive a host of underappreciated national and EU-level policy implications across industries as European Union (EU) as policymakers double down on...
Crypto’s Regulatory Moment: Why a Confluence of Regulatory Dynamics Will Spark the Asset Class
By JB Ferguson Introduction Capstone believes Grayscale’s victory against the Securities and Exchange Commission (SEC) in August has begun to open the floodgates for crypto issuers, as the commission will approve a spot bitcoin exchange-traded fund (ETF) by July 2024,...
The FCC’s Closing Window: Why Regulators Will Double Down on Their Agenda
By Matt Wiederrecht Introduction Capstone believes the Democrat-led Federal Communications Commission (FCC) will double down on its aggressive agenda ahead of the 2024 elections, posing a swath of underappreciated risks and opportunities across the telecommunication...
