When You Think You Own The Railroad

Kicking this post off let me say I’m not really sure how I feel about any of this. The subject matter is The European Commission’s Recent Guidance to Google for AI Interoperability on Android & Sharing of Google Search. John Gruber has a very good post on Daring Fireball that’s worth reading if the topic interests you.

You should be interested and you should read Gruber’s post as he lays the arguments out quite well. The bottom line is the European Commission is trying to slow down what has made Google’s railroad run(Search) and what Google wants to use to run them in the future (AI). Here’s a quote:

Today, the European Commission has issued two sets of binding specification measures to Google under the Digital Markets Act.

The aim of the first specification measures is to ensure that competitors’ Artificial Intelligence (AI) services can compete with Google’s own AI services, such as Gemini, by having equal access to features on Google’s Android devices.

The aim of the second specification measures is to rebalance the playing field by giving third-party search engines access to search data that only Google Search can collect at scale.

In a moment when device costs are rising because of AI and companies like Apple are reportedly planning leasing hardware to users to offset higher prices in the same way automobile companies lease cars, it seems like this move from the EC, obviously striking at what most would consider a monopoly, also has the potential to segment computing in a different way than I’ve been writing about.

We’ve already seen that Apple is having similar problems with the EC, choosing so far not to release any of its now in beta new SiriAI and Siri related Apple Intelligence features in Europe until they can resolve similar conflicts with the EC’s aims.

The big difference is Google has built the beginnings of its new railroad and Apple doesn’t want to lay down its European tracks until the EC gives guidance approval. The EC doesn’t work that way, only passing guidance on what exists, not what’s planned.

If it sounds like the railroad expansion era in America during the Gilded Age, you’re not imagining train whistles in the dark.

On the one hand it’s very easy for me to feel this is a good move for consumers who believe users should be able to control what’s on their devices. On the other, it is conceivable that Google and Apple could end up creating separate operating systems and devices for different parts of the world operating under different governing bodies. Some of that already exists with tech companies following different laws from different countries, but nothing on a level like this that seems to strike at the core of how Google and Apple build these devices, operating systems, and companies.

As I said in the beginning,  I’m not really sure how I feel about this. The EC’s guidance seems like a potential good thing long term. But in a world that seems increasingly splintered along so many different lines, I’m not quite sure how I feel about the potential of segmenting our computing lives across borders.

I guess I’m old enough to remember when technology began to bring the far flung corners of the globe closer together rather than keep it separated. I’m also old enough to remember the early days of the Internet when some pointed out that our governments were too far behind the curve and ceding too much control to big tech companies too easily. Watching things grow and change at the speed of a bullet train mostly felt harmless back then. Things don’t seem quite so harmless today.

The cry then was to give users more control back in those early days. But it all became too convenient too quickly to stop or slow down, and those big tech trains left the station. As good or bad as the EC’s new guidance may ultimately be for users, it feels more like a potential derailment rather than switching tracks.

(Image from designbydx on Shutterstock)

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