Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Jan 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
5
16 Oct 2020 – 27 Mar 2026
-1558 d
- Dylan Patel 1 thin 21 Jan 2025 – 21 Jan 2025 +0 d
- Andrew Ferguson 2 thin 8 Jul 2026 – 8 Jul 2026 +533 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley believes Microsoft antitrust restrictions enabled Facebook, Google, and Amazon to emerge as dominant platforms.
“I actually believe in my heart of hearts that the government restricting Microsoft's ability to leverage their way through the browser, open the door for Facebook, Google, Amazon.”
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Bill Gurley
Gurley believes government restricting Microsoft opened the door for Facebook, Google, and Amazon.
“If they had been able to tie the browser to search the way they did, the way they went after Netscape aggressively, I think they would have succeeded. They're really good at that stuff.”
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Bill Gurley
Gurley notes Japan's antitrust department recently launched investigation into standard IPO practices and conflicts.
“Interestingly, you know, as a side note, Japan's antitrust department just launched an investigation into standard IPO practices and these types of conflicts.”
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Bill Gurley
Gurley proposes one-sided partnership terms as a new monopoly test under Sherman Act section two.
“Because I do think it's a sign of strength. And I could even go further and say that it should qualify under the Section two of the Sherman Act.”
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Dylan Patel
Patel explains the 7% rule limits non-US data centers, benefiting only Microsoft, Meta, Amazon, and Google.
“So, like, it's, like, Microsoft, Meta, Amazon, Google. Right? These four companies have, you know you know, 70 plus percent of their data center AI data center capacity in The US.”
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Bill Gurley
Gurley argues Microsoft's late nineties regulatory threat enabled Amazon and Google to emerge.
“I think that had Microsoft not been under threat in the late nineties, you may not have seen Amazon or Google or a lot of companies you may not have seen.”
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Andrew Ferguson
Ferguson connects the Deere settlement to broader FTC efforts against anticompetitive repair restrictions and cost reduction.
““The settlement with Deere will help lower costs for American farmers. The FTC will continue fighting against anticompetitive restrictions on American consumers’ right to repair.””
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Andrew Ferguson
Ferguson alleges Deere unlawfully maintained monopoly power in repair services by withholding repair capabilities from farmers.
“By withholding these repair capabilities, the complaint alleged Deere unlawfully acquired and maintained monopoly power in markets for repair services for Deere farm equipment.”
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