Telecom Intelligence: Week of June 24, 2024
The Supreme Court ended its term by detonating four decades of administrative law: Loper Bright overturned Chevron deference, stripping federal agencies — very much including the FCC — of the benefit of the doubt when statutes are ambiguous. It is the single most consequential development for telecom regulation in a generation, landing three weeks before the FCC's net neutrality rules were due to take effect. The same week, Brussels filed its first-ever Digital Markets Act charges against Apple over App Store steering, and the Court separately let the government keep talking to social platforms about misinformation, tossing Murthy v. Missouri on standing.
Telecom Intelligence: Week of May 6, 2024
TikTok and ByteDance sued the federal government to block the divest-or-ban law, teeing up the biggest First Amendment fight in tech since the encryption wars and putting the fate of a 170-million-user platform in the D.C. Circuit's hands. Apple, meanwhile, shipped the M4 chip in a new iPad Pro — debuting its most AI-ready silicon in a tablet, months before the iPhone would get its own AI story. And Arm Holdings, the company whose designs sit inside virtually every smartphone on earth, beat earnings but spooked the market with soft guidance — a reminder that the AI boom hasn't yet reached the handset chip cycle.