red oak

Likely outcome:  Apple will raise iPhone pricing in EU to cover DMA costs 

Current pricing is based on current rules.  Dramatically change the rules, change the pricing 

And Apple should let consumers know this is the reason they are doing it.  They can literally put a “DMA Compliance” line item in the online checkout.  

Yeah, Apple may lose some share.  But the EU is becoming less relevant every year 

The EU is so F”d up 

Amazon’s antitrust trial stats Oct 2026.   Real possibility Apple’s does not start until 2027 -  3 years from now.    Plus year in appeal process.   Ultimately to Supreme Court if necessary.   This will be a 4-5 year journey 

In meantime, Apple is already or will move forward addressing the “Top 5” issues the DOJ put in their filing,


1 -  Messaging.   Already announced will roll out of RCS.  And, the encryption standard when ready
2 -  Cloud Gaming.  I believe Apple already announced support
3 -  NFC.  Apple can easily allow 3rd party access to NFC, like it just did in EU.  All the plumbing is already built
4 - Smart Watches.  Apple can easily create some new APIs that allow 3rd party watches more access to iPhone  
5 - “Super Apps” -  Not sure what this means.  But Meta is trying to do this anyway 

“He returned his headset”.   What a joke 

Was he part of the original Android team that literally copied iOS?  

What a shi* show this whole effort was.  Aimless.  Indecisive.  Bloated 

Responsibility falls on TC and the senior management team

it’s okay to say “No”.   It’s not okay to take 10 years and 2,000 people to get there