Monday, March 11, 2019

Breaking Up Is Hard (and not recommended) to Do!


On Friday, Elizabeth Warren penned a plan to break up big tech (Amazon, Facebook, and Google) as a means to promote competition and unleash innovation by smaller firms. Here is what she said.

Unlike the European Commission, U.S. regulators have mostly stayed on the sideline watching some large [tech, media] firms take advantage of (abuse) their dominant market positions.  Consequently, domestic consumers (through privacy breaches and reduced competition) have been harmed to some varying degree.  But, breaking up industry giants is not the answer.  Where do you stop?  What about AT&T/Time Warner?  Comcast/NBCU?

Oversight with consequences (large fines, behavioral changes) is more appropriate.  Unraveling scale and efficiencies, regardless of whether they originated from organic growth or approved M&A, are wasteful.  I think the progressive Democrats are searching for platforms that resonate with voters.  This is not one that will.  Whether they are willing to admit it or not, consumers/voters like their monopolies/oligopolies as long as they are well-behaving. 

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