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What podcasters are saying about Antitrust & tech regulation

Summary

In the past 30 days, 4 speakers on 5 finance podcasts discussed Antitrust & tech regulation in 5 views. Chorus has followed Antitrust & tech regulation since October 14, 2026.

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Newest first. Every quote is checked against the episode's transcript.

  • Libby Cantrill · PIMCO

    Big tech will face heavy congressional oversight under either House outcome, amid public distrust of the sector.

    Cantrill expects heavy congressional investigation over the next two years, with big tech a major focus in both chambers. If control flips, she expects obstruction that blocks new legislation. She also argues people do not trust big tech and increasingly see it as a boogeyman, comparing tech to big tobacco in public perception. Data centers, she says, now stand for affordability and existential concerns as well as big tech distrust, so voters will push back even when developers promise benefits.

    “Everything will be investigated... to big tech. I think big tech is going to have a huge focus in both chambers.”at 43:28

    Bloomberg Surveillance: Outlook for Inflation, Oil, and Tech ·

  • Lindsay Owens · Groundwork Collaborative

    Geolocation-based pricing acts as a proxy for race, a real concern for regulators.

    Owens argues that statistical discrimination can happen through proxies. Using zip codes, IP addresses or phone geolocation, companies can end up discriminating by race while never explicitly considering it. She cites the ProPublica finding that Princeton Review charged more for test prep to people logging on from high Asian American neighbourhoods. She says the US is geographically carved up by race, so geolocation is a classic profiling tool in these models. She knows of no one looking closely at this at the federal level now.

    “And that is a classic profiling tool that is in all of these models, right? Your IP address, where you come in from, tracking you on your phone to know where you are. That's going to be a real concern.”at 33:37

    Odd Lots: AI Agents Are Already Changing the Price of Goods ·

  • Ted Mortonson · Baird

    Shutting down FTC monopoly enforcement gives hyperscalers carte blanche to roll out AI.

    He says the Trump administration is letting the FTC and anyone regulating monopolies be effectively shut down. That gives the tech companies, which he calls the hyperscalers, carte blanche to roll out AI because it is so disruptive. He argues the only real competition is China, so economic and defense considerations should drive the discussion.

    “The Federal Trade Commission or anybody that regulates a monopoly is basically being shut down... giving them carte blanche to roll out this technology because it's so disruptive.”at 24:02

    Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·

  • Dylan Field · Figma

    Regulators' Adobe-Figma blocking arguments were poor, and sixteen-month reviews are punishing and need fixing.

    Field says he doesn't believe the Adobe deal was worth blocking on antitrust grounds, and that regulators' arguments were poor and focused on past battles rather than the future. He says the sixteen-month regulatory review was punishing for any company, and the process needs fixing, especially if a deal is not actually anticompetitive. He cites Roomba as an example: a small deal that was blocked (the Amazon acquisition of iRobot), after which the company went bankrupt and the market went to China. He argues this outcome made no sense from a US standpoint, and that regulators define markets looking backwards rather than forwards.

    “I still don't believe the Adobe thing was for what's worth... but I thought their arguments were poor. And they were fighting past battles, not looking at the future and what this all would become.”at 7:31

    All-In Podcast: Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity ·

  • Lindsay Owens · Groundwork Collaborative

    Rising industry concentration is terrible for prices, and new pricing tech thrives in consolidated markets.

    Owens says about 75% of US industries are more concentrated than they were a generation ago, which is terrible for prices. Competition works because shoppers can walk across the street to a better deal, and that is hard to do when a few firms dominate. Consolidation also makes markets a petri dish for more sinister pricing technologies. Personalised pricing adds to the problem even in competitive markets, because shoppers cannot comparison-shop against a standard price. Her argument is that consolidation and new pricing algorithms feed one another.

    “Concentration in our economy, 75% of industries more concentrated now than they were a generation ago, is terrible for prices.”at 11:58

    Masters in Business: At The Money: Is Technology Price Gouging Consumers? ·

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Chorus reports what speakers said. It isn't investment advice.