John Gruber argues that no AI company will use the Android AI interoperability APIs the European Commission just mandated for Google, just as no 3rd party browser used Apple’s DMA browser engine APIs. His reason: the EU user base is not large enough to justify building a custom web browser, or an AI assistant.
But market size is not the only reason. According to Open Web Advocacy, Apple’s entitlement terms were one-sided and failed the DMA’s own standard of strictly necessary and proportionate. Vendors had to ship a brand-new app for the EU and abandon their entire existing EU user base to do so, which is not commercially viable.
Everything will be determined by Google’s terms.