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The core issue with the DMA is that there is no kind of pre-vetting or assurances available. This is combined with a very wide set of interpretations from a vague set of texts. We've already seen the DMA being waged against a scenario which Margrethe Vestager¹ herself had originally stated would be an ideal outcome of the DMA.²

When 10% of global revenue is on the line it makes adequate sense to tread carefully with EU releases until there is some legal precedent. (And 20% if the EU finds that compliance isn't being met.)

Margrethe Vestager has stated that withholding features is proof of anti-competitive behaviour. Such a statement would be hilarious if it wasn't so obviously preordained, and patently tone-deaf from the consequences of her own statements.

So what's the end game for the EU? In theory this should allow local and small competitors to fill the void since they're not beholden to the DMA. My expectation is that it'll just be the EU perpetually several steps behind the rest of the world and some types of tech involvement only available via US-based purchases/import basis.

¹ Margrethe Vestager: "I would like to have a Facebook in which I pay a fee each month, but I would have no tracking and advertising and the full benefits of privacy." https://www.euractiv.com/section/competition/interview/vesta...

² Facebook and Instagram’s ‘pay or consent’ ad model violates the DMA, says the EU https://www.theverge.com/2024/7/1/24189796/eu-meta-dma-viola...




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