Ancestors

Written by John Gruber on 2025-01-14 at 14:28

The EU sacked its crusading grandstanding duo of Margrethe Vestager and Thierry Breton before the U.S. election, so it’s not entirely or even mostly about Trump. They’re just coming to their senses that a radical DMA interpretation isn’t going to change these companies, it would just turn the EU into more of a technological backwater than it already is.

https://www.techmeme.com/250114/p1#a250114p1

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Written by iDanMart on 2025-01-14 at 14:42

@gruber So Apple and the rest of the American tech companies so just be allowed to do whatever they want free of any regulation because??? I agree the DMA hasn’t been perfect, but it has proven that Apple will refuse to enact any meaningful change on their own terms least it risk losing it’s sweet 30% cut or god forbid only $79 Billion in profit instead of $80 Billion.

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Written by John Gruber on 2025-01-14 at 16:03

@RicardoDanielMartinez What are you talking about? Apple spent the entire year building compliance features. The EU now has alternative app stores and sideloading and alternative payments. It's just that almost no users actually want them so few use them, other than to play Fortnite.

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Written by iDanMart on 2025-01-14 at 18:12

@gruber So your argument is that because few people use these features, that they shouldn’t even be a choice to begin with? Oh but yes, let’s give Apple a round of applause for implementing all these features, only after they dragged their feet kicking and screaming every time the EU said they needed to actually do the bare minimum and not what Apple wanted. Why are you so against Apple actually having to compete in an open and fair market? 1/2

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Written by John Gruber on 2025-01-15 at 03:00

@RicardoDanielMartinez There aren’t any other phones on the market where you live? Only iPhones?

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Written by jramskov on 2025-01-15 at 16:45

@gruber @RicardoDanielMartinez That’s been explained in previous, similar discussions: Apple and others have become so big they basically have monopoly powers. Google/Android vs Apple/iOS matters about as much in that regard as the chance of you switching permanently away from using Apple devices 😉

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Written by Ken Kinder :clubtwit: on 2025-01-16 at 07:44

@jramskov @gruber @RicardoDanielMartinez You can make an argument that iOS and Android are a duopoly. There are a lot of duopolies in the world, like Airbus/Boeing, Coke/Pepsi. Maybe they’re harmful.

But the DMA to me seems like taking on Coca-Cola by forcing it to sell flat soda and having customers choose their own CO2 mix.

0.01% might make their Coke in a SodaStream. The rest want it fizzy at the factory.

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Written by jramskov on 2025-01-16 at 08:24

@bouncing @gruber @RicardoDanielMartinez I don't buy the Coke/Pepsi argument. They are far from the only two players. The Airbus/Boeing perhaps, but it is again a very different market.

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Written by Ken Kinder :clubtwit: on 2025-01-16 at 08:43

@jramskov @gruber @RicardoDanielMartinez Coke and Pepsi together are 96% of the nonalcoholic beverage market. Other examples: Monsanto/DuPont, NVIDIA/AMD.

Though, those are probably less salient for consumers because those companies don’t sell products as personal and ubiquitous as phones are.

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Written by jramskov on 2025-01-16 at 10:24

@bouncing @gruber @RicardoDanielMartinez Do you have a link to such stats for the EU? I find it hard to believe Coke and Pepsi have 96% of the EU market. Perhaps that's the case in USA?

However, if that is indeed the case, I wouldn't be opposed to regulation to make the market work.

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Toot

Written by Ken Kinder :clubtwit: on 2025-01-16 at 14:22

@jramskov @gruber KFNCFWBIQLYEZILLRVITAz@mastodon.social Hmm, not sure if you'll hit the paywall or not. Here's a link: http://adage.com/article/marketing-news-strategy/coke-vs-…

What a lot of people don't know is that Coke/Pepsi own the long tail of small competitors, ranging from organic juice smoothies to energy drinks to just bottled water. Even packaged Starbucks drinks are bottled in Coca-Cola plants. (1/2)

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Descendants

Written by Ken Kinder :clubtwit: on 2025-01-16 at 14:22

Anyway, my point isn't that no duopoly exists. My thinking is that coercing tech companies into removing features like tight integration, iPhone mirroring, etc is a poor remedy. And the EU isn't even contending that the duopoly will be broken up, just that the duopoly will stand but regulated into what I think is going to be a bad user experience. The only potential winners are Spotify and Epic, but certainly not consumers. (2/2)

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Written by jramskov on 2025-01-16 at 14:37

@bouncing I'm not sure I entirely agree. Firstly, the EU isn't telling Apple or other they can't implement things like iPhone mirroring, but if you do implement it, there's some extra requirements because of the great power they have.

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Written by John Gruber on 2025-01-16 at 14:45

@jramskov @bouncing That "great power” is illusory. The argument you're making is exactly what many said about Microsoft and Windows in the late 90s / early 00s, except they were a monopoly not part of a duopoly. The argument was that only government regulation and a breakup of the company could prevent Microsoft from controlling the future of all computing forever.

Totally wrong. Competition works. Innovation is inevitable.

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Written by jramskov on 2025-01-16 at 16:23

@gruber @bouncing Are you saying Apple, Google, etc. don't have incredible power?

Nobody in the EU is talking about breaking up any of the companies as far as I know?

As far as I see it, the EU is simply trying to make the competition more fair. Whether they will succeed with the DMA, I don't know, but I'm pretty convinced we'll not be able to conclude much, if anything yet. That will take years.

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Written by John Gruber on 2025-01-16 at 14:38

@bouncing @jramskov Your link there somehow got truncated to included a literal ellipsis, breaking the URL. Here's the AdAge story:

https://adage.com/article/marketing-news-strategy/coke-vs-pepsi-how-cola-wars-are-changing-and-whos-winning/2544451

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Written by jramskov on 2025-01-16 at 16:11

@gruber @bouncing Behind a paywall, so can't read it. Does it tell how much of the EU market they control?

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Written by John Gruber on 2025-01-17 at 04:19

@jramskov @bouncing 46 and 13 percent per this answer from ChatGPT:

=> View attached media

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Written by Ken Kinder :clubtwit: on 2025-01-17 at 17:28

@gruber @jramskov Not a duopoly in the EU then.

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Written by jramskov on 2025-01-17 at 17:34

@bouncing @gruber That was my suspicion, but Coke certainly have a large share.

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Written by John Gruber on 2025-01-17 at 17:41

@jramskov @bouncing Reaffirms my lifelong assumption/hunch that Coke is a worldwide phenomenon and Pepsi a US one. Seems to hold true now even as both companies expand far beyond colas into general soft drinks and juices.

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