Meta Platforms Inc. is locked in a high-stakes antitrust trial with the Federal Trade Commission (FTC), as regulators seek to dismantle the tech giantâs social media empire by forcing the divestiture of Instagram and WhatsApp. The trial, which began on April 14, 2025, in Washington, D.C., has thrust CEO Mark Zuckerberg into the spotlight, with his testimony defending Metaâs acquisitions as strategic rather than anticompetitive. A YouTube video by TheQuartering, titled âInstagram FTC trial: Zuckerberg DEFENDS Meta âbuy or buryâ policy: Will he sell Instagram, WhatsApp?â posted on April 16, 2025, amplifies public and industry scrutiny, framing Zuckerbergâs defense as a bold stand against claims that Metaâs âbuy or buryâ tactics stifled competition. As the trial unfolds, its outcome could reshape the social media landscape, test the Trump administrationâs stance on Big Tech, and determine whether Meta must sell its prized assets.
The FTCâs case, Federal Trade Commission v. Meta Platforms, accuses Meta of violating the Sherman Antitrust Act by acquiring Instagram in 2012 for $1 billion and WhatsApp in 2014 for $19 billion to neutralize competitive threats and maintain a monopoly in personal social networking. The FTC cites a 2012 email from Zuckerberg, presented in court, where he wrote that acquiring Instagram would âneutralize a potential competitor,â as reported by Reuters. Instagram, projected to generate $37.13 billion in U.S. ad revenue in 2025, accounts for over half of Metaâs domestic advertising income, per eMarketer, while WhatsAppâs 2 billion daily users bolster Metaâs global reach. A breakup could disrupt Metaâs integrated ecosystem, limit cross-platform features, and erode its $1.3 trillion market value, per Bloomberg.
Zuckerbergâs testimony, spanning three days, has been central to Metaâs defense. On April 14 and 15, he argued that the acquisitions were driven by innovation, not monopolistic intent. âWe were doing a build versus buy analysis,â Zuckerberg testified, explaining that Instagramâs superior camera technology outpaced Metaâs own efforts, such as the now-defunct Facebook Camera app. He acknowledged a 2011 email noting Instagramâs rapid growth as a âviable competitorâ but emphasized that Metaâs $1 billion investment transformed Instagram into a global powerhouse, benefiting users. Regarding WhatsApp, Zuckerberg admitted Metaâs Messenger app was ânot beatingâ its rival, justifying the $19 billion purchase as a means to enhance user experience, per BBC. Metaâs lawyer, Mark Hansen, reinforced this, arguing that the FTCâs case ignores competition from TikTok, YouTube, and X, with a 17% surge in Instagram usage during TikTokâs January 2025 U.S. outage as evidence.
The FTC, led by attorney Daniel Matheson, has painted Metaâs strategy as predatory, alleging that Zuckerbergâs âbuy or buryâ approachâeither acquiring rivals or copying their featuresâstifled innovation and harmed consumers. A 2008 email where Zuckerberg wrote, âIt is better to buy than compete,â has been a cornerstone of the FTCâs case, per The Guardian. Matheson also highlighted a 2018 memo where Zuckerberg considered preemptively spinning off Instagram due to antitrust scrutiny, suggesting he foresaw regulatory risks but prioritized consolidation. The FTC argues that Metaâs dominance in personal social networkingâdefined as platforms for connecting with friends and family, excluding TikTok and YouTubeâhas led to more ads, reduced privacy, and fewer choices, per Politico.
Public sentiment, reflected on X, is divided. Users like @mediaone2030 posted, âZuckerbergâs old emails: âBetter to buy than compete.â Now the government wants Meta to break up the fam,â capturing the trialâs stakes. @wallstengine noted Zuckerbergâs admission that Instagramâs growth threatened Facebook, labeling it a âkiller acquisition.â Conversely, @joinlegendsonly framed Metaâs defense as robust, citing competition from TikTok and YouTube. The YouTube video amplifies criticism, with TheQuartering arguing that Zuckerbergâs Trump alignment failed to shield Meta, a view echoed by @sethrybo143âs post on the FTCâs âbuy or buryâ claims.
Zuckerbergâs political maneuvers have complicated the narrative. After tensions with Trump over Metaâs 2021 suspension of his accounts post-Capitol riot, Zuckerberg sought to mend ties, donating $1 million to Trumpâs inaugural fund, appointing allies like Dana White to Metaâs board, and visiting the White House, per The Wall Street Journal. These efforts, including a $25 million settlement for Trumpâs account suspension lawsuit, were seen as attempts to soften the FTCâs stance under Trump-appointed Chair Andrew Ferguson. However, Fergusonâs commitment to the trial, affirmed in a Bloomberg interview, suggests no reprieve, with CNN noting Trumpâs team rehired Lina Khanâs legal staff to press the case. Former FTC Commissioner Rebecca Kelly Slaughter, fired by Trump in March 2025, told BBC that such moves signal pressure on regulators to favor political allies, raising concerns about impartiality.
The trialâs legal complexities are significant. The FTC must prove that Meta holds a monopoly in a narrowly defined personal social networking market and that its acquisitions harmed competition. Vanderbiltâs Rebecca Allensworth, quoted in The Verge, called the FTCâs evidence âstrongâ due to Zuckerbergâs emails, but UC Berkeleyâs Prasad Krishnamurthy told CNBC that the agency faces an âuphill battleâ given TikTokâs rise. Judge James Boasberg, who dismissed the FTCâs 2021 complaint for insufficient evidence, warned in November 2024 that the case âstrains antitrust precedents,â per WIRED. Meta argues that its services are free, undermining claims of consumer harm, with Hansen noting that ads are âusefulâ and drive engagement, per Politico. If the FTC prevails, a remedies phase could mandate divestiture, overseen by a trustee, potentially erasing hundreds of billions in Metaâs value, per Live Mint.
The trialâs broader context includes Disneyâs recent struggles, where the Snow White flop led to a Tangled remake cancellation, reflecting audience rejection of perceived overreach, per The Hollywood Reporter. Similarly, Metaâs trial intersects with cultural debates over Big Techâs influence, with Forbes noting Zuckerbergâs Trump alignment alienated some users without securing regulatory relief. Metaâs blog defends its acquisitions, claiming a 30% market share when including TikTok and YouTube, and calls the FTCâs push âabsurdâ amid efforts to counter Chinese-owned TikTok, per India Today.
Witnesses, including Sheryl Sandberg, Instagramâs Adam Mosseri, and TikTok executives, are testifying, with Sandberg facing questions about a 2012 email chain blocking Google+ ads, per The New York Times. Metaâs data, showing increased Instagram and Facebook traffic during TikTokâs outage, bolsters its competition claims, per Business Insider. However, the FTCâs focus on reduced privacy and innovation, coupled with Instagramâs ad-heavy shift, strengthens its case, per NPR. eMarketer forecasts Instagramâs critical role in Metaâs $160 billion 2024 ad revenue, making divestiture catastrophic.
The trial, expected to last weeks, could redefine antitrust enforcement. A Meta victory might shield past acquisitions, while an FTC win could trigger the first major breakup since AT&T in 1984, per Business Insider. CNN warns that divestiture could disrupt user experiences, like cross-posting, but foster innovation by independent platforms. Newsweek notes Zuckerbergâs White House visits failed to broker a settlement, leaving the courtroom as Metaâs battleground.
Zuckerbergâs defense, while strategic, faces skepticism. His 2018 memo contemplating an Instagram spinoff, presented by the FTC, suggests he anticipated scrutiny but prioritized integration, per CNBC. AP News reports his testimony avoided directly addressing competitive threats, focusing instead on business rationale. As Fortune cites his 2008 emailââbetter to buy than competeââthe FTCâs narrative of predatory intent gains traction.
The trialâs outcome will shape Metaâs future and Big Techâs regulatory landscape. With Instagram and WhatsAppâs 2 billion-plus users at stake, per Business Insider, and Metaâs stock target cut from $770 to $680 by Wedbush, per Mathrubhumi, the financial and cultural stakes are immense. TheQuarteringâs video and X posts like @AyataAnalyticsâ reflect public frustration, tying the case to broader anti-monopoly sentiment. Whether Zuckerberg can preserve Metaâs empire or faces a historic reckoning remains uncertain, but the FTC trial marks a defining moment for the tech giant and the industry at large.