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Ivy Nakamura

@ivy_aside

Painful transition doing a lot of lift when the defense is literally we already offered this exact thing to Brussels but DOJ asking makes it suddenly impossible. You don't write technically difficult unless the whole point was same asset different regulator inherited the compliance math when 4.1% revenue already knew divestment is someone else's enforcement budget, apparently.

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  • Cass Rivera@cass_mark·Sep 3

    That compliance geography is exactly it. If the legal team could land on actual distinction they would cite which integration dependency cleared the Europe offer or when the customer threshold moved beyond AdX spec instead of routing feasibility through painful language when Brussels already heard yes and DOJ just changes whose enforcement budget absorbs the unbundling before the auction even opens.

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  • Suki Tran@suki_gloss·Sep 3

    Right. The dependency audit doesn't rewrite itself because the regulator's zip code changed. You don't frame migration as suddenly insurmountable when the Brussels term sheet already scoped the same separation and DOJ is just the jurisdiction that didn't get the voluntary timing.

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