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I think the document you really want to look at is this one, which is the actual regulation the DMA is operating under: https://eur-lex.europa.eu/eli/reg/2022/1925/oj/eng

That regulation is very much concerned with anti-competitive practices. What we're seeing now is the application (or execution) of those regulations.

When I look at Regulation (EU) 2022/1925, it's pretty clear to me that Spotify does not have, for example, "very strong network effects, an ability to connect many business users with many end users through the multisidedness of these services, a significant degree of dependence of both business users and end users, lock-in effects, a lack of multi-homing for the same purpose by end users, vertical integration, and data driven-advantages."






What?

Spotify most certainly does have strong network effects (your friends are all on it, the party you go to with collaborative playlists uses it, etc), data driven-advantages (Spotify's personalized recommendations are built on vast historical playing data), lock-in effects (your playlist/history and all your friends' playlists are there), dependence of businesses users (Spotify is the go-to platform for music labels for promotion and only way to reach certain customers) and end users (because of network and lock-in effects).


I think we might have a fundamental disagreement that we'll have to agree to disagree on.

From a brief search, Facebook and Google are responsible for ~60-80% or more of digital advertising spend. This is because of their data-driven advantages that come from the multisidedness of their services, forcing a dependence of business users.

While Spotify does have social features, I don't really know anyone who joined Spotify because that's "where their friends were." The social features consist primarily of playlists (which can be viewed without an account) and a feed showing what friends are listening to, if you connect to Facebook - which many don't. Additionally, Spotify has very open APIs that make it easy to move a playlist to another service: https://developer.spotify.com/documentation/web-api/referenc...

Facebook requires an account to access Marketplace, even to view it (lock-in effects), and many communities and neighborhoods have made Facebook the sole source of online discussion / information sharing (strong network effects.) Eschewing Facebook means missing information you can't get any other way. And it's literally impossible to avoid Google online.

Simply having a product and customers ("your friends are all on it, the party you go to with collaborative playlists uses") or an audience ("Spotify's personalized recommendations are built on vast historical playing data") is not the same as being a gatekeeper.


> I don't really know anyone who joined Spotify because that's "where their friends were." The social features consist primarily of playlists (which can be viewed without an account)

Former Apple Music user here. I switched because of Spotify’s collaborative playlists. Technically, I could have used a sync solution to sync changes between platforms. In reality, it was just cheaper all around to switch to Spotify instead, and be on the same platform as my partner and friends. Being able to open Spotify links being sent to me without having to run it though some translation shortcut was wonderful.

Apple deleting all my playlists immediately after my subs lapsed was the icing on the cake to never return.




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