Meta Platforms(US:META) Nan Fang Du Shi Bao·2025-12-06 15:33Core Viewpoint - The European Commission has initiated a formal antitrust investigation into Meta regarding a new policy related to AI features in WhatsApp, assessing whether it harms market competition [2][3]. Group 1: WhatsApp's AI Provider Policy - In October, WhatsApp updated its business API policy to include a section on "AI providers," explicitly prohibiting AI model vendors from distributing AI assistant services via WhatsApp. This policy will take effect on January 15, 2026 [4]. - The policy restricts AI or machine learning technology providers and developers from directly or indirectly accessing or using WhatsApp's business solutions for providing, delivering, selling, or otherwise making such technologies available [4][7]. - Despite these restrictions, Meta allows users to engage third-party AI providers as long as it does not lead to the use of business solution data for creating, developing, training, or improving other AI models [7]. Group 2: Concerns from the European Commission - The European Commission is concerned that the new policy may prevent third-party AI providers from offering services through WhatsApp in the European Economic Area (EEA). Several AI providers currently use WhatsApp to provide access to their AI assistants for tasks like answering questions and generating content [9]. - The Commission believes that competitors' AI providers may be blocked from reaching their customers via WhatsApp, while Meta's own AI service, "Meta AI," will continue to be available on the platform [9]. - Teresa Ribera, the Executive Vice President of the European Commission responsible for antitrust matters, emphasized the need to ensure that European citizens and businesses can fully benefit from the AI revolution and to prevent dominant digital giants from abusing their market power [9]. Group 3: Ongoing Investigations - The formal investigation by the European Commission will cover the entire EEA except for Italy, to avoid overlap with ongoing procedures by the Italian Competition Authority, which is also investigating Meta's actions [9][10]. - The Italian authority is examining whether Meta's deep integration of "Meta AI" with WhatsApp constitutes an abuse of market dominance, particularly regarding the pre-installation of Meta AI without user consent starting March 2025 [10].