Why Tech Investors Need to Monitor State Insurance Regulators to Assess AI Bubble Risk (Tech Policy Briefing)

Fri, Apr 10, 2026 | 11:00 am EDT

On Friday, April 10 at 11:00 a.m. ET, The Capitol Forum’s Executive Editor, Teddy Downey, will host our weekly Tech Policy Briefing, which is a weekly discussion that addresses the most pressing questions from our subscriber community of investment, government, and legal decision makers. 

Key topic for this week’s call: Why tech investors should pay attention to insurance regulation and oversight of the private credit industry’s captive insurers! 

Teddy will be joined by The Capitol Forum’s Senior Correspondent Sacha Sloan, along with correspondent Lisa Epstein, who covers consumer protection and financial regulatory issues. 

Companies likely to be mentioned: Microsoft, Amazon, Google, OpenAI, Blue Owl, Apollo, Disney, Penske, Nexstar, Paramount, Netflix, and more. 

Questions we’ll be covering: 

  • Why should tech investment stakeholders care aboutinsurance regulation and private credit? Why state-level oversight of insurers and private credit’s growing role may have broader implications for technology markets and capital allocation 
  • How likely is it that the ai bubble will burstand what are policymakers thinking about in a potential response?  Teddy, Sacha, and Lisa will react to Teddy’s conversation with Asad Ramzanali, author of the report After the AI Crash, which touched on circular equity investments, lax regulation, private credit, and other red flags in the sector 
  • How should tech stakeholderscontextualize the latest developments in Alphabet (GOOG), AI and copyright litigation? Developments in Penske v. Google, including the use of antitrust theories, ongoing debates around publisher compensation, and broader implications for AI and intellectual property. 
  • How will states’ litigation against Nexstar affect thebroadcast and streaming markets and consolidation enforcement more broadly? Fallout from the Nexstar hearing and growing tensions between broadcasters and streaming platforms over sports distribution and revenue. 
  • What does the WGA agreement mean forHollywood, labor, and AI? The speed and implications of the WGA’s agreement with studios and what it signals for AI use in content creation 

We are excited for this week’s conversation, and to ask a question for us to address on the call, please email editorial@thecapitolforum.com 

The discussion is much improved if the audience is interactive! 

Speakers:

Teddy Downey

Executive Editor at The Capitol Forum

Sacha Sloan

Senior Correspondent at The Capitol Forum 

Lisa Epstein

Correspondent at The Capitol Forum 

Reserve your spot today!