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How regulators have chipped away at Apple's walled garden

A running list of the ways Apple has had to scale back its ecosystem lock.

Rani Molla

Regulators, especially those in the European Union, have been slowly forcing Apple to dismantle its so-called walled garden: the iPhone maker’s closed ecosystem of hardware and software that’s notoriously difficult to leave.

Most recently, that’s meant Apple will allow iPhone and iPad users in the EU to delete the company’s flagship apps, including Safari, the App Store, and even its photo and messaging apps from their devices later this year. Users will be able to swap those out for third-party apps as part of Apple’s effort to get on the right side of the EU’s Digital Market Act (and avoid a massive fine), which aims to give smaller tech companies more of a shot to compete with Apple’s software.

While users were already able to swap out the native browser and other apps, the latest change will make the option more apparent. That’s important because the vast majority of people stick with the software they have because it’s simply the path of least resistance.

These moves are a big deal for Apple, which makes a big and growing chunk of its revenue off of its so-called Services division, which reported $24 billion in revenue in the latest quarter. That includes fees from App Store and payment transactions as well as the tens of billions a year Apple gets from its deal with Google, which pays to be the exclusive search engine powering Safari on iPhones.

They are also part of a steady stream of announcements that represent a slow but steady dismantling of Apple’s walled garden.

Last week, Fortnite maker Epic Games was finally able to launch an app store available to iPhone users in Europe.

Apple also announced last week that users in the US, Australia, Brazil, Canada, Japan, New Zealand, and the UK, will soon be able to use alternate near-field communication payment apps to Apple Pay.

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Big four airlines sink as Transportation Secretary Duffy says parts of US airspace could close if shutdown continues

The US may close parts of its airspace as early as next week if the government shutdown continues, according to comments made by Transportation Secretary Sean Duffy on Tuesday.

“If you bring us to a week from today, Democrats, you will see mass chaos. You will see mass flight delays. Youll see mass cancellations, and you may see us close certain parts of the airspace, because we just cannot manage it,” Duffy said at a news briefing on Tuesday.

The shutdown, which entered its 35th day on Tuesday, has fueled already problematic shortages of air traffic controllers. This week, airlines said 3.2 million passengers have faced delays or cancellations because of the shortages. Last week, about 13,000 air traffic controllers and 50,000 TSA agents received their first $0 paycheck amid the shutdown.

Shares of the big four US airlines all sank on Duffy’s comments, with United Airlines, American Airlines, and Delta Air Lines all down more than 5%.

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Jon Keegan

Trump’s deal offering top Nvidia chips to China was nixed at last minute, the WSJ reports

Nvidia’s CEO, Jensen Huang, really wants to sell the chipmakers most powerful Blackwell GPUs to China. He almost had his way.

According to a report from The Wall Street Journal, President Trump was ready to put Blackwell chips on the negotiating table for his meeting with Chinese President Xi to seek relief from Chinas decision to block crucial rare earth exports to the US.

But according to the report, Trump advisers presented a unified front and were able to dissuade him from giving up the most powerful chips to China at the last minute. Secretary of State Marco Rubio, Commerce Secretary Howard Lutnick, and US Trade Representative Jamieson Greer were among those opposed to the chip deal. After the meeting, Trump said he did not talk with Xi about Nvidia’s “super duper” chips.

Reportedly those opposed to the deal cited national security concerns, as well as wanting to keep a competitive edge as China seeks to challenge the US’s current dominance of the AI industry.

But according to the report, Trump advisers presented a unified front and were able to dissuade him from giving up the most powerful chips to China at the last minute. Secretary of State Marco Rubio, Commerce Secretary Howard Lutnick, and US Trade Representative Jamieson Greer were among those opposed to the chip deal. After the meeting, Trump said he did not talk with Xi about Nvidia’s “super duper” chips.

Reportedly those opposed to the deal cited national security concerns, as well as wanting to keep a competitive edge as China seeks to challenge the US’s current dominance of the AI industry.

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