Geopolitics and Policy
Antitrust and Big Tech regulation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 17
- Share
- 1.7%
- Shows
- 17
- Net sentiment
- −0.64
Down from 1.8% of episodes in the weeks before; net sentiment was −0.41.
Bullish 1Mixed 3Neutral 3Bearish 10
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 10
- Regulation would force Amazon to employ drivers directly, raising its labor costs and liability exposure.How the ‘Delivery Protection Act’ Takes on Amazon · It Could Happen Here · Oct 7
- Push for investigations, subpoenas and state bans on personalized pricing threatens companies' pricing practices.When CEOs Brag About Price Hikes, Groundwork Collaborative Is Listening · Listen to the Story · Oct 7
- Moss argues enforcement is politicized and neglects consumer-facing sectors, leaving consumers unprotected.S5E10: Economist Diana Moss on the consumer impacts from remonopolization of electricity and other industries · The Energy Markets Podcast · Oct 6
- Hosts argue the concentrated power of AI companies, worth about $14 trillion, is dangerous.Is Big Tech AI out of control and too big to reel in? · New Politics: Australian Politics, News, Analysis & Commentary · Oct 11
- Amazon's closed integrations, such as only Whole Foods ordering, limit usefulness and may hurt the experience.The many pluses and minuses of Alexa Plus · The Vergecast · Oct 8
- Algorithmic coordinated pricing across franchises faces antitrust and collusion scrutiny, pressuring operators.Walmart and McDonalds defend dynamic pricing. · Elon Musk Podcast · Oct 5
Show 4 moreShow fewer
- FTC probe into farm equipment competition sent Caterpillar, Deere and AGCO shares sharply lower.What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues · WSJ Your Money Briefing · Oct 10
- Speakers criticize Big Tech's outsized economic and political power and its resistance to regulation.The Rise and Fall of the Artificial State (w/ Jill Lepore) | TCHR · The Chris Hedges Report · Oct 8
- A court ruling left publishers without an antitrust route against Google's search answers.Starlink Just Attacked Big Telecom — Here's How They're Fighting Back · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 6
- SEC enforcement collapsing and a one-commissioner quorum raise regulatory and fraud-oversight concerns.Brazil’s Far-Right Is Surging — Investors Love It · Prof G Markets · Oct 6
Mixed 3
- Ongoing state-versus-federal legal battles over whether prediction markets are regulated exchanges or gambling.Prediction Markets Have a Lock on the Midterms · The Intercept Briefing · Oct 9
- Walled-garden blocking by Amazon versus open standards raises competition questions.Meta Muse: The Fight to Own Everything You Buy · Dan's AI Intel · Oct 6
- TikTok data harvesting and potential influence over American users is raised as a national security concern.The Lou Perez Podcast - David Zhang · The Lou Perez Podcast · Oct 9
Neutral 3
- Lawsuit over Sprint merger-era dealings is discussed factually as court-record drama.This Week: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit · The Week with Roger · Oct 5
- Utility merger hearings in Virginia are ongoing with no outcome reported yet.Weekly Recap: Nuclear Deals, Grid Costs, and Who Pays — October 10, 2026 · Concrete Compute · Oct 10
- Touches on AI and digital safety reforms and product safety arguments without a clear investing lean.The women against the strongmen · Cosmopolitics by Elise Labott · Oct 5
Around it
Companies named
- Amazon 4
- Alphabet 2
- Walmart 2
- McDonald's 1
- Deutsche Telekom1
- T-Mobile 1
Shows that covered it most
- Cosmopolitics by Elise Labott1
- Elon Musk Podcast1
- The Reason Interview With Nick Gillespie1
- The Week with Roger1
- Dan's AI Intel1
- Next TMT Talks: The Intersection of Technology, Media and Telecom1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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