The Global Economy Podcast is a podcast by ECIPE, a think tank dedicated to international economic policy. This podcast will discuss international economic policy and politics, particularly in Europe, and expose the key debates in our time to critical examination. We are unrepentant supporters of globalisation and an open world order, and just like our other work, this podcast will channel irreverent and contrarian views.
Episode 128: Future-Proof or Future-Trapped? The DMA Meets Generative AI with Thibault Schrepel and Dyuti Pandya
In this episode, Fredrik Erixon hosts a conversation on how the EU’s Digital Markets Act is being tested by the rapid development of generative and agentic AI. He is joined by legal scholar Thibault Schrepel, Associate Professor of Law at Vrije Universiteit Amsterdam, Faculty Affiliate at Stanford CodeX, and Director of Stanford Computational Antitrust, together with ECIPE Analyst Dyuti Pandya.
They discuss why the DMA’s fixed “core platform service” categories may struggle to capture foundation models that evolve across multiple uses and markets. The conversation explores key tensions around data access, interoperability and self-preferencing, as well as recent developments involving Apple’s Siri AI, Google’s AI Overviews and Meta/WhatsApp. The discussion asks whether AI competition policy should rely less on rigid ex ante rules and more on flexible, conduct-based enforcement that can respond to harms as they emerge.
You can watch a video recording of this conversation here.
You can read a transcript here.
14 Jul 2026
Episode 127: The EU Fight Over Gatekeepers – Sovereignty and Innovation in the Cloud with Kay Jebelli
In this episode, Matthias Bauer speaks with Kay Jebelli (Kayvan Hazemi Jebelli), Vice President for Europe at the Chamber of Progress, about the real-world impact of the EU’s Digital Markets Act (DMA) and its controversial expansion into next-generation enterprise cloud services.
Drawing on his background as a competition lawyer and recent market research, Jebelli argues that while European policymakers view the regulatory instrument as future-proof, its rigid enforcement is creating unintended friction for everyday consumers and delaying the rollout of advanced AI technologies. Focusing on cloud platforms, he explains how the European Commission is shifting away from traditional competition law and consumer welfare principles toward an agenda aimed at tech sovereignty and industrial policy.
The conversation explores the unintended consequences of platform regulation, how the UK's flexible and participatory approach to cloud markets sharply diverged from the EU's gatekeeper model, the role of institutional independence within DG Competition, and the potential for transatlantic economic fallout.
You can watch a video recording of this conversation here.
You can read a transcript here.
6 Jul 2026
Episode 126: Unlocking Adoption – How Labour Markets Shape Europe’s Tech Future with Erik Canton
In this episode, Erik van der Marel speaks with Erik Canton, Deputy Chief Economist at DG Research and Innovation and Deputy Head of Unit for Common Research and Innovation Strategy & Foresight Service at the European Commission, about the often overlooked relationship between technology adoption and labour market institutions.
Drawing on his recent paper, Employment Protection, Adjustment Costs, and Technology Adoption, Canton argues that the key policy challenge is not how innovation is created, but how effectively firms adopt and integrate new technologies. Focusing on AI, he explains how stringent employment protection legislation (EPL) can impose significant legacy and restructuring costs on large, productive incumbent firms, creating a structural barrier to technology adoption and productivity growth.
The conversation explores Europe's productivity paradox, why startups are often better positioned to embrace technological change, the strengths of Nordic flexicurity models, and how AI is reshaping labour market dynamics by shifting attention from workers' skill levels to the specific tasks they perform.
You can watch a video recording of this conversation here.
You can read a transcript of the chat here.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.0 / 5
2 ratings
Spotify
4.7 / 5
3 ratings
Podcast Authority Score: 31 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
28
Social presence
0
YouTube
0
Engagement
85
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