Insights: Tech / Media / Telecom

Tech / Media / Telecom

The Senate Commerce Committee, which has jurisdiction over the FCC/spectrum policy, held a hearing this week on spectrum policy. Chairman Cruz (R-TX) used the hearing as an opportunity to push for enactment of his Spectrum Pipeline Act (see summary here), which would renew the FCC’s expired auction authority and require federal agencies to...

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

Reconciliation & Debt Limit

House and Senate Republicans are this week taking their initial steps towards enacting their reconciliation legislation, which enables them to enact changes on taxes, Medicaid, defense, and border security, among other issues on a partisan basis. The first step in this process is to pass a “budget resolution” that establishes the high-level...

Energy, Healthcare, Macro, Tech / Media / Telecom

House Republican leaders are struggling to take the first step in the process of passing their “reconciliation” (tax/spending) legislation, which is to pass a “budget resolution” that defines how the reconciliation bill will impact the deficit. Conservatives want the bill to reduce the deficit more aggressively than Republican leaders feel is...

Tech / Media / Telecom

President Trump has made repeated comments this week indicating that negotiations are underway regarding a divestment of TikTok’s U.S. operations. He has also floated the idea of the U.S. government owning 50% of the company, which has evoked a skeptical response from some Congressional Republicans. And, reports suggest that the White House is...

Macro, Tech / Media / Telecom

Export Controls & Tariffs (AI/Semiconductors)

In reaction to the Chinese app DeepSeek showing high levels of performance using less than fully advanced semiconductors, China hawks in Congress are calling upon the Trump administration to strengthen semiconductor export controls. Howard Lutnick, President Trump’s nominee for Commerce Secretary (which has jurisdiction over export controls) said...