Insights: Tech / Media / Telecom

Energy, Financials, Healthcare, Macro, Tech / Media / Telecom

Senate Republicans have indicated that the committees responsible for various components of their emerging reconciliation legislation will be releasing draft text in the next couple of days. The Senate Finance Committee, which is responsible for taxes and entitlement programs (e.g., Medicaid, ACA) is likely to be last, with release of its text...

Tech / Media / Telecom

Recent/upcoming developments… As part of the House Energy & Commerce (E&C) Committee’s portion of Republicans’ reconciliation (tax/spending) legislation, lawmakers have included language that would place a 10-year moratorium on states implementing laws and regulations addressing AI. * Exceptions to the moratorium include laws that (1)...

Tech / Media / Telecom

Recent/upcoming developments… Yesterday, President Trump posted about his desire to see the “reconciliation” (tax/spending) legislation include a provision that provides 600 MHz of spectrum for wireless/wifi use. The House Energy and Commerce (E&C) Committee passed legislation requiring spectrum auctions as part of its broader contribution to...

Tech / Media / Telecom

AI/Semiconductors

Recent/upcoming developments… The Trump administration is rescinding a Biden-era semiconductor export control rule that was scheduled to go into effect on 5/15, and according to reports, within four-to-six weeks, the adminsitration is apparently planning to replace it with what they say will be a “much simpler rule” that will restrict U.S. sales...

Tech / Media / Telecom

Antitrust (Meta)

Recent/upcoming developments… The FTC’s antitrust trial against Meta has begun. The trial – which is being heard in the DC District Court by Judge Boasberg – is expected to last around two months and conclude in mid-June. A decision in the case is expected in ~Q3 (though this could slip). To the degree Meta is found guilty by the court of...

Tech / Media / Telecom

Antitrust (Meta)

The FTC’s antitrust trial against Meta has begun. The trial – which is being heard in the DC District Court by Judge Boasberg – is expected to last around two months and conclude in mid-June. A decision in the case is expected in ~Q3 (though this could slip). To the degree Meta is found guilty by the court of antitrust violations, remedies...