EU threatens interim ban on Meta over WhatsApp AI policies blocking rival AI chatbots

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The European Commission rejected Meta's pay-for-access remedy for third-party AI providers on WhatsApp, threatening interim measures to restore full access. The EU antitrust watchdog says Meta's fee-based approach is equivalent to an outright ban and constitutes abuse of dominant position, potentially harming competition in the AI assistant market.

EU Antitrust Action Targets Meta's WhatsApp AI Restrictions

The European Commission has threatened Meta with an interim ban over policies that allegedly prevent rival AI chatbots from operating on its WhatsApp platform, escalating one of the most significant EU antitrust confrontations with Big Tech in the AI era

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. The commission issued a supplementary statement of objections on Wednesday, signaling its intent to impose interim measures unless Meta offers fixes that address the bloc's concerns about serious and irreparable harm to competition

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Source: AP

Source: AP

The European Commission investigation, which opened in December, focuses on Meta's October 2025 policy changes that effectively barred third-party AI providers from offering their services through WhatsApp

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. EU regulators are concerned that locking WhatsApp's more than three billion users into Meta AI could give the company a commercial advantage over rival chatbots, particularly smaller market entrants

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Source: Bloomberg

Source: Bloomberg

Pay-for-Access Model Rejected as Insufficient Remedy

Meta attempted to resolve the probe in March by introducing a fee-based system that would allow third-party AI assistants access to WhatsApp Business for one year, contingent on payment

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. However, the competition watchdog rejected this pay-for-access model as unsatisfactory, arguing it has the same exclusionary effect as the original ban

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"Replacing the legal ban with pricing that has a similar effect does not change our preliminary view that Meta's conduct appears to be an abuse of its dominant position, that may seriously harm competition on the market for AI assistants," said Teresa Ribera, the commission's executive vice president overseeing competition

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The commission intends to order Meta to restore full access for third-party AI assistants under the same conditions as before October 15, 2025, to prevent serious and irreparable market harm

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. These interim measures would remain in place until the end of the investigation

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Meta Defends WhatsApp Business Pricing Structure

Meta has pushed back against the regulators' demands, arguing that the EU competition rules interpretation would force it to subsidize major competitors like OpenAI at the expense of small businesses. "The European Commission is proposing to use its regulatory powers to enable some of the largest companies in the world to use the paid-for WhatsApp Business product for free," a Meta spokesperson stated

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Source: PYMNTS

Source: PYMNTS

The company used a pointed example to illustrate its position: "This means that a small bakery in France paying to use the service to take croissant orders will be picking up the tab for OpenAI. Small European businesses shouldn't foot OpenAI's bill"

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Expanded Investigation and Potential Penalties

The probe has now been expanded to cover Italy and the entire European Economic Area, comprising the EU's 27 member states plus Iceland, Liechtenstein, and Norway

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. Italy had initially been excluded because its own competition authority was examining the issue, but Brussels has now integrated the Italian investigation into its broader probe

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Under EU rules, competition regulators can order companies to temporarily stop suspect business practices, though these demands can be challenged in the bloc's courts in Luxembourg. Eventual fines for breaching EU antitrust rules can reach as high as 10% of global annual revenue, although they rarely reach that level, especially if alleged wrongdoing is short-lived

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. The case represents part of broader attempts by the 27-nation bloc to rein in Big Tech firms, many of which are based in the United States

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