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...
Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods
By Ian Tang Introduction Capstone believes US-China tensions pose notable underappreciated risks in the upcoming election year for microelectronics manufacturers and platforms selling consumer goods made in China, despite a more stable US-China relationship...
Governmental Hard Power is Finally Coming for AI, and is Already Losing
November 6, 2023 By JB Ferguson, Head of Capstone’s Technology, Media, and Telecommunications practice World governments have fully joined the fight against the unconstrained growth of general-purpose AI and its potential negative consequences. They are likely too...
Replaying the Trump Card: Exploring Implications of a Trump Second Act
October 9, 2023 By Thomas Dee, Capstone Head of Research and Strategy It’s time to consider the possibility that Donald Trump will be reelected to a second term in the White House. In many respects, such a scenario sounds implausible: only one other president...
