European Commission Investigates Meta Following WhatsApp’s Restrictive AI Policy Update
WhatsApp’s New AI Restrictions Spark Industry Backlash
In a significant policy shift, WhatsApp has introduced new rules that effectively bar competing AI services, including OpenAI’s ChatGPT and Microsoft’s Copilot, from utilizing its Business API as their primary platform. While AI features that serve as supplementary tools remain permissible, any AI technology positioned as the main offering through WhatsApp’s Business Solution is now prohibited.
This update, announced in October 2025, will take effect on January 15, 2026, impacting all AI providers operating on the platform.
Mass Departure of AI Providers from WhatsApp
The policy change has triggered a swift withdrawal of AI services from WhatsApp. OpenAI, which reported that over 50 million users accessed ChatGPT via WhatsApp, redirected its users to the standalone ChatGPT app on October 21. OpenAI expressed regret over the move, attributing it to the new restrictions and altered terms of service.
Microsoft followed in November, acknowledging that Copilot had enabled millions to engage with AI in a familiar messaging environment but confirmed it would also transition away from WhatsApp due to the updated policy.
European Commission’s Antitrust Inquiry and Market Implications
The European Commission (EC) has launched an antitrust investigation into Meta, citing concerns that the new WhatsApp policy could unfairly limit competition. According to the EC, the restrictions may prevent rival AI providers from reaching their customers on WhatsApp, while Meta’s own AI assistant, Meta AI, remains accessible on the platform.
Teresa Ribera, Executive Vice President of the EC for Clean, Just and Competitive Transition, emphasized the rapid growth of the AI sector and the importance of ensuring that European consumers and businesses benefit from innovation without being stifled by dominant digital players.
Meta’s Response and Broader Industry Context
Meta has dismissed the antitrust allegations as unfounded, maintaining that its policies are fair and justified. However, the investigation highlights ongoing tensions between regulators and major technology companies over market dominance and fair competition.
Recent cybersecurity concerns have also spotlighted WhatsApp’s vulnerabilities, including a major enumeration flaw and spyware attacks targeting messaging apps like Signal and WhatsApp. These security issues add another layer of scrutiny to the platform’s operations.
Regulatory Landscape and Global Reactions
The European Union has been actively working to rein in the power of large tech corporations to foster a more competitive digital market. This regulatory push has previously drawn criticism from U.S. political figures, including former President Donald Trump, who threatened retaliatory tariffs against countries imposing strict regulations on American tech firms.
As of now, Trump has not publicly commented on the EC’s investigation into WhatsApp’s AI policy via his usual social media channels.
