Meta Platforms(US:META) Nan Fang Du Shi Bao·2025-12-06 15:37Core 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 [1][6]. Group 1: Investigation Details - The investigation was announced on December 4, focusing on WhatsApp's updated business API policy that prohibits AI providers from distributing AI assistant services through the platform [1][3]. - The new policy, effective from January 15, 2026, restricts AI and machine learning technology providers from accessing WhatsApp's business solutions for the primary purpose of offering such technologies [3][5]. Group 2: Implications for AI Providers - The policy specifically targets AI providers, including large language models and generative AI platforms, preventing them from using WhatsApp's business solutions for their main functionalities [4][5]. - Despite these restrictions, users can still engage AI providers as third-party service providers, provided they do not use business solution data to develop or improve other AI models [5][6]. Group 3: Competitive Concerns - The European Commission is concerned that this new policy may hinder third-party AI providers from offering services through WhatsApp in the European Economic Area (EEA) [6][7]. - The investigation aims to ensure that European citizens and businesses can benefit from AI advancements and to prevent dominant digital players from abusing their market power, potentially stifling innovative competitors [7][8]. Group 4: Related Investigations - In addition to the current investigation, the Italian Competition Authority has also launched an antitrust inquiry into Meta's integration of "Meta AI" with WhatsApp, assessing whether it constitutes an abuse of market dominance [8].