— Topic —

    Regulation

    14 receipts tracked • 86% industry hit rate

    — Filed —

    14 receipts on Regulation

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    RECEIPT #ERIC-S

    JAN 01, 2024

    Partially right.

    PREDICTION BY

    Eric Seufert
    Third: All scaled social media services will offer ad‑free subscriptions in the EU. ... I believe that, by the end of 2024, every scaled social media platform will utilize a pay‑or‑okay model in the EU.

    FOLLOW-UP

    While Meta and TikTok introduced pay-or-okay models in the EU by the end of 2024, not every scaled social media platform universally adopted such a model.

    RECEIPT #ARI-PA

    OCT 06, 2024

    Called it.

    PREDICTION BY

    Ari Paparo
    very possible the outcome is that they’re forced to spin out dfp” and “I think that’s very possible and it’s also a clean outcome…

    FOLLOW-UP

    As of my last update, Google has not been forced to spin out DFP.

    ORIGINAL SOURCE

    www.youtube.com

    RECEIPT #ARI-PA

    DEC 01, 2024

    Partially right.

    PREDICTION BY

    Ari Paparo
    TikTok didn't get banned, but it will be controlled by a US entity.

    FOLLOW-UP

    TikTok has not been fully banned in the U.S., consistent with the first part of the prediction. However, it has not definitively been transferred to control by a U.S. entity as of mid-2026. The situation remains fluid, with ongoing negotiations but no final structure matching his prediction.

    RECEIPT #SCOTT-

    AUG 21, 2024

    Story still evolving.

    PREDICTION BY

    Scott Galloway
    If the Democrats stay in the White House, Galloway believes it will mark ‘the beginning of the breakup of big tech’.

    FOLLOW-UP

    Under a Democratic administration, antitrust cases and scrutiny against large tech firms intensified. However, as of mid-2026, no actual structural breakup of any leading U.S. big tech company has occurred. The phrase 'beginning of the breakup' can be interpreted as the start of serious antitrust processes, which have intensified but no formal breakups have been implemented yet. This is evolving.

    RECEIPT #ARI-PA

    SEP 03, 2025

    Called it.

    PREDICTION BY

    Ari Paparo
    “seems extremely unlikely to blunt Google’s market share.”

    FOLLOW-UP

    As of mid-2026, Google continues to hold a very large majority of general search queries, and there is no evidence of a sharp or remedy-driven decline in its overall search market share attributable to this ruling. Competitors have not materially closed the gap due to this specific remedy.

    ORIGINAL SOURCE

    www.thecurrent.com

    RECEIPT #ARI-PA

    JAN 01, 2025

    Called it.

    PREDICTION BY

    Ari Paparo
    “Tik Tok Ban: It’s gone to the Supreme Court, and President-elect Trump has come out on the app’s side.”

    FOLLOW-UP

    The TikTok ban remained a majoy legal and political issue through 2024-2025, so the broad prediction that this conversation would continue was accurate. However, Donald Trump did not become President-elect in late 2024, altering the specific scenario of the prediction.

    RECEIPT #ARI-PA

    SEP 03, 2025

    Called it.

    PREDICTION BY

    Ari Paparo
    One frequent criticism of antitrust is that it fights the last battles; in this case the judge was cognizant of the coming battle [regarding AI] and chose to take a very light hand on the remedies within that context, Paparo says.

    FOLLOW-UP

    The remedies imposed by the judge have indeed been characterized as light, and despite the advancements in AI, Google's core power in search has remained largely undiminished through mid-2026, aligning with Paparo's interpretation and forecast.

    ORIGINAL SOURCE

    www.thecurrent.com

    RECEIPT #JASON-

    DEC 17, 2024

    Partially right.

    PREDICTION BY

    Jason Kint
    This has exposed a lot of distrust and bad behavior that is warranted toward Google. And the lack of transparency around auctions and changes that they make, I expect that the pressure and just the experience of this will force them to be more proactive… There will inevitably be change in behavior just because there’s enforcers looking over their shoulder.”;

    FOLLOW-UP

    Google has rolled out some ad transparency and controls, and continued to adjust practices under regulatory pressure. This aligns with Kint’s expectation of incremental behavioral change. However, a 'dramatic turning point' directly attributable to the trial alone has not clearly materialized.

    RECEIPT #ARI-PA

    DEC 01, 2024

    Called it.

    PREDICTION BY

    Ari Paparo
    Tik Tok Ban: It’s gone to the Supreme Court, and President-elect Trump has come out on the app’s side.

    FOLLOW-UP

    As of the end of 2025, there has been no definitive Supreme Court ruling on a TikTok ban, and the specific condition of 'President-elect Trump' in late 2024/early 2025 did not occur.

    ORIGINAL SOURCE

    Marketecture.tv

    RECEIPT #JASON-

    DEC 17, 2024

    Story still evolving.

    PREDICTION BY

    Jason Kint
    There will inevitably be change in behavior just because there’s enforcers looking over their shoulder.

    FOLLOW-UP

    While there is evidence of market change (reduced publisher traffic from Google Search due to AI), it's not a direct confirmation of Kint's specific prediction about 'enforcer-driven behavior change' by Google. It's a related but distinct trend.

    RECEIPT #ARI-PA

    DEC 30, 2024

    Called it.

    PREDICTION BY

    Ari Paparo
    “Tik Tok Ban: It’s gone to the Supreme Court, and President‑elect Trump has come out on the app’s side. So the ban that seemed super‑likely in 2024 is now less likely in 2025, although the Court could still surprise us.”

    FOLLOW-UP

    Despite high political pressure, TikTok was not actually banned in the U.S. in 2025, aligning with Paparo's prediction that a ban was "less likely."

    RECEIPT #JASON-

    SEP 09, 2024

    Called it.

    PREDICTION BY

    Jason Kint
    “We’ll have a remedy on from the search decision likely before the end of this year.”

    FOLLOW-UP

    Kint predicted a remedy in the Google search antitrust case by the end of 2024. As of early 2025, public reporting and court dockets show that the remedy phase was ongoing and no final remedial order had been issued by year-end 2024. Therefore, the timing prediction did not materialize as stated.

    ORIGINAL SOURCE

    The Current

    RECEIPT #ERIC-S

    NOV 26, 2025

    Story still evolving.

    PREDICTION BY

    Eric Seufert
    I do not think this package, as drafted, will significantly reduce cookie consent friction. It is too timid, too complex, and leaves the most expansive EDPB interpretations intact.

    FOLLOW-UP

    The 'digital omnibus' proposal is still under negotiation and not fully implemented. There is currently no observable reduction in cookie-banner friction across EU websites, which is directionally accurate with the prediction. However, the final outcome remains partially open.