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Truth on the Market

Truth on the Market

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Independent academic/industry blog on antitrust, competition policy, and regulation.

Opening the Walled Garden: Global Regulation and the Unbundling of Apple’s Ecosystem
News•Mar 19, 2026

Opening the Walled Garden: Global Regulation and the Unbundling of Apple’s Ecosystem

Regulators across Japan, the EU, South Korea and other jurisdictions are compelling Apple to loosen its tightly‑controlled iOS ecosystem through ex‑ante unbundling rules such as Japan’s Mobile Software Competition Act and the EU’s Digital Markets Act. These measures challenge Apple’s self‑preferencing, distribution and payment integration, prompting the company to adjust commission structures and explore alternative pricing. The reforms create a patchwork of standards, forcing Apple to balance competition gains against potential security and user‑experience costs. The evolving landscape also spurs cross‑border regulatory benchmarking, influencing Apple’s global strategy.

By Truth on the Market
Subsidizing Obsolescence: How FCC Rules Keep Copper Alive
News•Mar 18, 2026

Subsidizing Obsolescence: How FCC Rules Keep Copper Alive

The FCC’s new notice of proposed rulemaking seeks to eliminate the remaining intercarrier compensation (ICC) fees and phase out the Connect America Fund ICC subsidy, completing the shift to a bill‑and‑keep model for IP‑based fiber networks. Legacy carriers still receive...

By Truth on the Market
Keeping Titans in Quarantine
News•Mar 17, 2026

Keeping Titans in Quarantine

The article revisits the 1956 AT&T antitrust decree that barred the telecom giant from entering unrelated industries, a remedy known as “quarantine.” It argues that contemporary enforcement—through self‑preferencing mandates on platforms like Google and privacy rules on Apple, as well...

By Truth on the Market
When a Blue Checkmark Becomes a €120 Million Problem
News•Mar 11, 2026

When a Blue Checkmark Becomes a €120 Million Problem

The European Commission fined X €120 million for breaching the Digital Services Act, citing a deceptive blue verification badge, inadequate advertising‑transparency tools, and restricted researcher data access. The DSA classifies platforms with over 45 million EU users as very large online platforms...

By Truth on the Market
COMESA, WhatsApp Business, and Antitrust in Search of a Theory
News•Mar 9, 2026

COMESA, WhatsApp Business, and Antitrust in Search of a Theory

Meta’s October 2025 amendment to WhatsApp Business API barred third‑party AI providers while favoring Meta AI, prompting antitrust probes by the EU, Italy and now COMESA. COMESA’s investigation invokes Regulation 36 but mistakenly applies the substantial‑lessening‑of‑competition (SLC) merger test rather...

By Truth on the Market
Canada’s Merger Guidelines: Size on Trial
News•Feb 11, 2026

Canada’s Merger Guidelines: Size on Trial

Canada’s Competition Bureau has released draft merger enforcement guidelines that embed structural presumptions, mirroring the 2023 U.S. thresholds of a post‑transaction HHI above 1,800 and a combined market share over 30 percent. The draft also eliminates the statutory efficiencies defence...

By Truth on the Market