deidre bosa has more. open big tech versus break them up. that is the motto for european regulators. so for microsoft, that means letting more companies in. clamping down on what it calls unfair distribution of advantage by packaging teams with other tools in office 365. yesterday, it was apple. regulators accusing it of violating competition rules through the app store policy. next, it could be another mega cap the eu has deemed a gate keeper. investors don't seem to be worried, not that they have been in the past. both apple and microsoft shares are higher since the charges, but they might want to take note, this could be a new chapter european regulation that it's quicker, more nimble and could lead to tens of billions in fines. under the dma, gate keepers could be faced up to 10% of annual revenue, that could be $21 billion for microsoft. for apple, almost $40 billion. alphabet, meta and amazon, these are the other gatekeepers they're taking t. their fines also potentially tens of billions. the largest

the deal came together and the ai regulations and steve kovac is here with what's involved and deidre bosain san francisco with the silicon valley reaction. >> tyler, multiple source confirm that they are in the final stages to divide antitrust unkwirys into nvidia, microsoft and open ai. several of the most dominant players in the rapidly emerging ai space. the deal was first reported by "the new york times." it largely covers the investigations into the behavior of the companies, i'm told, not necessarily the mergers and acquisitions by the companies. i am also told that the department of justice will look at taiwanese chipmaker tsmc in any upcoming investigation, if it comes. that's according to a source familiar with the matter because tsmc has operations in the united states and it comes under the department of justice's jurisdiction even though it's based in taiwan. that signals that the u.s. government investigative effort will be focused on hardware and chip piece of the industry as well as the software and large language model side of the industry. according to the terms under dis

deidre bosa is digging into the story for today's tech check. deidre?rst tell you why this is happening. soft bank's market value is 90% is worth some $123 billion, more than the entire market cap in tokyo, of $85 billion. then you have the vision funds, which are back on the block, t-mobile, it's net asset value far surpasses what investors think the company is worth. according to a source familiar, elliott has built a position worth more than $2 billion is pushing for softbank to do a $15 billion buyback as a way to narrow that back by boosting softbank share price and acting as a sign of confidence. whether they are willing to buy into that new strategy, more than an open question. over the last few years, he's been building up his war chest to go on the offense and pursue investments in ai. arm a big part of that war chest. according to this slide, he's looking past even agi to asi, that's artificial super intelligence. something you don't even hear openai or google talk about these days. plus this time around, elliott argued for change. and softban

let's get to deidre bosa in today's "tech check." what do we know, deidre?sam altman, his sprawling empire is raising questions of side dealing, conflicts of interest, and the safe development of generative ai. a former board member said one reason the board lost trust in altman is his failure to tell them he owned the openai startup fund. there are at least three others with investments in more than 125 companies. the journal reports that a growing number do business with openai itself, either customers or major business partners. that puts altman on both sides of a deal, raising questions is this the best deal for openai and the responsibiible developm of the industry or the best deal for atman. a group of openai insiders published an open letter calling for better protections for whistleblowers. musk likewise, he's juggling his public and private interests, leading some investors to wonder is he doing what's best for tesla or another venture, like x or xai. and how are the boards keeping their founders and ceos this check? critics argued that tesla's boar

deidre bosa joins us now with a check on the ad dollar dynamics. are you going there, deidre? will be here in california. >> make it happen. >> you know who will be there, amazon, and a lot of other big brands. but amazon, of course already has a massive presence in the digital ad world. with the launch of prime video ads about six months ago, it's holding even more sway over the market at large. a journal report this morning putting to how they're driving down ad prices for everyone. it cites advertisers and ad buyers. netflix could decrease pricing by as much as 35% for 1,000 vow -- views. amazon's prime fly wheel makes it uniquely positioned to impact pricing, even though it's a relatively new player. more than a netflix and some of the other streamers, amazon is diversified. it has prime subscription, a high margin cloud computing business. so it can afford to lower ad prices in exchange for more market share, where it's emerged as a giant. it comes as a time when inventory is exploding thanks to the shift towards those ad supported tiers on streaming plat platforms. it wi

deidre bosa here with more details.but he did take a tidy profit. still, he was reflective calling enviediat fish that got away and losing out on an open ai investment to microsoft. these were chances missed, but open ai is now valued at $80 billion, an nvidia is -- that's one that's got to sting because it's a $700 million, worth some $160 billion today if softbank had held on it. son will be taking a different strategy this time versus it's spray and play playbook -- spray and play i should say. masa son will be more cautious. instead of spreading his investments he's looking for a smaller fit for a.r.m. more source says strategic m & a will play a large role and softbank will be more of an operator this time around, a less traditional investor. this is the strategy, kelly, that could be at odds with what activist investor elliott management is putting for. it notes the large gap between softbank's large asset value, a lot being a.r.m. elliott thinks that could be fixed with a $15 million buyback but it seems son woul