European Union

also referred to as: eu

17 statements across 10 episodes · 1 bullish · 4 bearish · 1 people on the record · first statement Oct 11, 2020 by Benedict Evans · said 112 times in 22 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (83), Toni Cowan-Brown (29)

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2025 2 mentions in 1 episode
2024 28 mentions in 2 episodes 14 per episode
2023 9 mentions in 2 episodes 5 per episode
2022 19 mentions in 7 episodes 3 per episode
2021 25 mentions in 6 episodes 4 per episode
2020 29 mentions in 4 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about European Union, oldest first

Oct 11, 2020 neutral
Insight
Evans: EU regulations like GDPR force platforms to comply globally
“And many of the ways that those laws are drawn up, it kind of means that you have to follow them everywhere. Sort of things like GDPR, like you can't kind of, you can't track this, but only for Europeans. You kind of have to track it or not. You kind of, you'r…”
Benedict Evans Oct 11, 2020 ▶ 11:29 Is Europe a market?
Jan 10, 2021 negative
Assertion Supported
Evans: EU communication privacy law inadvertently banned child abuse scanning
“So late, late in December, the EU had passed a law on privacy of communications platforms, which basically said you're not allowed to look at what people are saying to each other. And suddenly realized, just as this was about to go into effect in mid-December,…”
Benedict Evans Jan 10, 2021 ▶ 15:07 There's no such thing as data
Sep 20, 2021
Prediction Held up
Evans: EU antitrust regulators will target Apple's APIs and App Store control
“This EU are going to come back and they're not going to start with payment. They're going to start with the store and the APIs and everything else.”
Benedict Evans Sep 20, 2021 ▶ 15:29 Apple's metronome
Sep 28, 2021
Assertion Supported
Evans: China regulates algorithmic feeds while US and EU lag far behind
“So like, you know, very, very detailed thing on how algorithmic content moderation should work, and how algorithmic content feeds should work, which the EU and the US have not anywhere close to having. Like, now here's a law on how the news feed should work.”
Benedict Evans Sep 28, 2021 ▶ 27:02 Regulation - Who will notice?
Apr 18, 2022
Insight
Evans: Messaging apps innovate rapidly because they lack interoperability constraints
“That the reason why you've got this furious innovation in messaging apps, and so many of them that can do different things and behave in different ways, is because they don't have to be interoperable. And if they had to be interoperable, then you couldn't do h…”
Benedict Evans Apr 18, 2022 ▶ 31:16 The future of Twitter
Apr 18, 2022 bearish
Prediction Not checkable as stated
Evans: EU messaging interoperability mandate will be watered down until meaningless
“And what it looks like is going to happen is they're going to water it down so much that in the end it will just be meaningless.”
Benedict Evans Apr 18, 2022 ▶ 32:08 The future of Twitter
Jul 25, 2022 neutral
Prediction Held up
Evans: EU will force Apple to open NFC to third-party payment apps
“Certainly they will have to open up NFC, they will have to open up Apple Pay, so you'll have to be able to basically substitute Apple Pay with Stripe Pay or Square Pay. The EU, that's very clear in the DMA that's just kind of, that's going through its final pr…”
Benedict Evans Jul 25, 2022 ▶ 31:09 When the point of leverage changes
Aug 1, 2022 neutral
Insight
Evans: US antitrust requires proving unlawful conduct unlike European regulatory regimes
“And in generality, what can happen is that the regulatory agency can basically say that we don't like the structure of this market, so we're going to change it. And they don't have to prove that you broke the law. This is kind of the crucial point that in the …”
Benedict Evans Aug 1, 2022 ▶ 18:31 The FTC's antitrust thesis
Dec 11, 2022
Assertion Not checkable as stated
Evans: EU and UK competition law always looked beyond consumer prices
“Which, frankly, the rest of the world has always thought like that. It was in kind of the US that got narrowly focused on price in the EU and the UK have always kind of looked at the broader kind of context of what outcomes we want.”
Benedict Evans Dec 11, 2022 ▶ 1:58 No Soup for You! Regulating tech M&A
Jul 21, 2023 neutral
Assertion Partly supported
Evans: Europe punches far below its weight in tech users and revenue
“Europe punches way below its weight in user base and revenue and ad revenue and e-commerce, way below the kind of base, proportionate, and it always, out of the 20 years, it's always been, you know, the same.”
Benedict Evans Jul 21, 2023 ▶ 30:04 Threads
Mar 13, 2024 positive
Assertion Supported
Evans: Spotify is twice as large as Apple Music in the EU
“Spotify, of course, is still twice as big as Apple Music or anything else in the EU, so they've done just fine despite this rule.”
Benedict Evans Mar 13, 2024 ▶ 3:36 Tiktok, Apple and Temu
Mar 13, 2024 neutral
Opinion
Evans: US and EU Exhibit Radically Different Approaches to Tech Regulation
“And I thought there was just kind of an interesting symmetry there in these two sort of radically different approaches to regulation and to political control of technology companies.”
Benedict Evans Mar 13, 2024 ▶ 0:58 Tiktok, Apple and Temu
Mar 13, 2024 neutral
Assertion Partly supported
Evans: The EU Issued Apple a €2 Billion Fine Over Spotify
“Apple has just got its first first find from the EU. Two billion euros over Spotify, and also there's a bunch of to-ing and fro-ing over exactly how it implements the DMA and rules for third-party apps and Epic and web apps and so on.”
Benedict Evans Mar 13, 2024 ▶ 0:22 Tiktok, Apple and Temu
Mar 13, 2024
Insight
Evans: EU and UK moderation laws force global compliance everywhere
“The UK and the EU now have laws requiring, that basically require you to have what most people would consider like best practice content moderation, which is basically you've got to do what Facebook is kind of doing anyway. And applying it to country companies…”
Benedict Evans Mar 13, 2024 ▶ 17:08 Tiktok, Apple and Temu
Mar 13, 2024 negative
Insight
Evans: Generalized EU tech rules become complex when platforms implement them
“The EU is trying to say, look, let's just have like a kind of general, generalized rules that will sort of try and capture lots of different questions at once. The problem is, of course, as soon as you get into how does Apple actually implement this in the app…”
Benedict Evans Mar 13, 2024 ▶ 8:18 Tiktok, Apple and Temu
Mar 13, 2024 neutral
Assertion Supported
Evans: Apple Reversed Its Decision to Drop Web Apps in the EU
“Last week Apple said, well, we're not going to have web apps in the EU anymore. And then they said, oh, we changed our mind. We'll do it differently.”
Benedict Evans Mar 13, 2024 ▶ 33:49 Tiktok, Apple and Temu
Mar 13, 2024 negative
Opinion
Evans: Forcing Phones to Operate Like Windows Harms Users and Developers
“Apple actually doesn't want your phone to work like Windows, and that would be actually pretty bad for users and developers, and B, the EU has kind of come in with the sort of classic middle manager foolishness of saying, there's a trade-off here, and you have…”
Benedict Evans Mar 13, 2024 ▶ 4:46 Tiktok, Apple and Temu
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