If Meta’s going down, it’s taking TikTok and YouTube with it

Aug 27, 2026 09:24 PM - 3 hours ago 2

Meta mightiness beryllium on the hook for $17.1 billion and a big of app changes nether a caller kids information settlement, but it’s already spinning the woody to its advantage.

After years of being the nationalist punching container for societal media harms, Meta has reached a colony pinch 47 US states and respective districts and territories that gives it a uncommon opportunity: A chance to flex connected its rivals. “We want to guarantee teens use from this caller manufacture standard, but we cannot do it alone,” Meta says successful an “Open Letter” that is also moving arsenic a full-page ad successful The New York Times, Los Angeles Times, and Washington Post. “These protections will only beryllium genuinely effective if we activity pinch our peers — TikTok and YouTube — to put the aforesaid measures successful place.” Snap (which is besides named successful the agreement), TikTok, and YouTube haven’t yet made a nationalist connection connected the colony and did not respond to requests for comment.

Meta has reached a colony that gives it a uncommon opportunity: A chance to flex connected its rivals

By definition, settlements tin only constrain the parties that motion them — successful this case, Meta and the states. But this woody besides names different manufacture players that some the AGs and Meta would seemingly for illustration to get connected board. While Meta will person to salary astatine slightest $12 cardinal to the signing states nary matter what (so agelong arsenic a tribunal approves the deal), the remainder of the money is contingent upon changes from 3 “Core Industry Members”: Snap, TikTok, and YouTube. The multibillion-dollar contingency costs will only beryllium triggered if each 3 institute immoderate of the aforesaid limits Meta’s agreed to for its apps, for illustration regular usage limits and disabling nighttime notifications by default, and the companies that make much than $10 cardinal successful yearly profits (TikTok and YouTube) participate settlements pinch the states for astatine slightest arsenic overmuch arsenic Meta’s $5.3 cardinal contingency payment, “with half of the remaining costs tied to YouTube’s costs and half tied to TikTok’s,” according to Meta.

If TikTok and YouTube don’t make the changes and salary up, Meta gets to sound $5 cardinal disconnected its settlement. (That’s not a batch of money for the institution — it reported around $15.8 billion successful nett gross past 4th — but it’s not nothing.) If they do, it offsets the disadvantages Meta’s conscionable agreed to and levels the playing field, ensuring teens won’t simply walk their 2 hours a time connected Facebook and Instagram, past fly to YouTube and TikTok.

Meta gets to position itself arsenic the level that could soon person immoderate of the tightest restrictions for kids successful the industry, while trying to trim its rivals down to its caller size

That’s not the only use Meta worked in. Another proviso notes that its property verification model will incorporated “reliable property signals shared pinch Meta by operating systems and app stores operated by Apple and Google.” While this doesn’t diminish Meta’s ain obligations, it lays adjuvant groundwork for Meta arsenic it tries to solidify Apple and Google arsenic cardinal property verification gatekeepers, by ensuring the colony would beryllium compatible pinch laws it’s been pushing for crossed the country.

Through this agreement, Meta gets to position itself arsenic the level that could soon person immoderate of the tightest restrictions for kids successful the industry, while trying to trim its rivals down to its caller size.

And here’s the point — it mightiness really work. Meta’s colony will apt service arsenic a reference constituent for each early negotiations astir kids online safety. It lays retired what 1 of the biggest manufacture players not only thinks it tin feasibly do, but besides what it tin unrecorded with. It besides includes actual steps for the institution to take, alternatively than a much nebulous modular for illustration the Kids Online Safety Act’s work of care. It’s conceivable that different platforms will make a akin calculation that these tradeoffs are worthy the trouble. If they do, it won’t conscionable beryllium authorities AGs taking a triumph lap, but Meta, too.

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