Sign up for our daily briefing

Make your busy days simpler with Axios AM/PM. Catch up on what's new and why it matters in just 5 minutes.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Catch up on the day's biggest business stories

Subscribe to Axios Closer for insights into the day’s business news and trends and why they matter

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Stay on top of the latest market trends

Subscribe to Axios Markets for the latest market trends and economic insights. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Sports news worthy of your time

Binge on the stats and stories that drive the sports world with Axios Sports. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Tech news worthy of your time

Get our smart take on technology from the Valley and D.C. with Axios Login. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Get the inside stories

Get an insider's guide to the new White House with Axios Sneak Peek. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Denver news?

Get a daily digest of the most important stories affecting your hometown with Axios Denver

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Des Moines news?

Get a daily digest of the most important stories affecting your hometown with Axios Des Moines

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Twin Cities news?

Get a daily digest of the most important stories affecting your hometown with Axios Twin Cities

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Tampa Bay news?

Get a daily digest of the most important stories affecting your hometown with Axios Tampa Bay

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Charlotte news?

Get a daily digest of the most important stories affecting your hometown with Axios Charlotte

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Sign up for Axios NW Arkansas

Stay up-to-date on the most important and interesting stories affecting NW Arkansas, authored by local reporters

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images

Roku on Monday notified its users via email that YouTube TV may be forced off its platform entirely, alleging anti-competitive demands from Google that include requests for preferential treatment of its YouTube TV and YouTube apps.

Why it matters: It's one of the first big carriage disputes around anti-competitive behavior in the streaming era. Unlike most streaming TV carriage fights, Roku says it's not asking for more money, but for better terms around anti-competitive demands from Google — such as being asked to favor Google products in Roku search results.

  • Roku and Google compete on a number of fronts, including smart TV hardware devices, smart TV operating systems and smart TV content.
  • The carriage agreement between the two companies is set to expire imminently.

Details: Roku says Google is threatening the removal of YouTube TV to force Roku to grant preferential access to its consumer data moving forward. 

  • It says Google has asked Roku to do things that it does not see replicated on other streaming competitors' platforms, like creating a dedicated search results row for YouTube within the Roku smart TV interface and giving YouTube search results more prominent placement. 
  • Roku says Google has also required it to block search results from other streaming content providers while users are using the YouTube app on Roku's system.
  • Roku alleges Google has asked it to favor YouTube music results from voice commands made on the Roku remote while the YouTube app is open, even if the user's music preference is set to default to another music app, like Pandora. 
  • Roku says Google has threatened to require Roku to use certain chip sets or memory cards that would force Roku to increase the price of its hardware product, which competes directly with Google's Chromecast. 

In response to the allegations, a YouTube TV spokesperson says, “We have been working with Roku in good faith to reach an agreement that benefits our viewers and their customers."

  • "Unfortunately, Roku often engages in these types of tactics in their negotiations. We’re disappointed that they chose to make baseless claims while we continue our ongoing negotiations."
  • "All of our work with them has been focused on ensuring a high quality and consistent experience for our viewers. We have made no requests to access user data or interfere with search results. We hope we can resolve this for the sake of our mutual users.”

Be smart: A key issue for Roku — other than that Google is asking it to manipulate search results that favor Google's products — is that it believes Google is trying to tie the renewal of YouTube TV's distribution contract with Roku to force additional anticompetitive benefits for Google's separate YouTube app.

The big picture: The allegations come amid historic antitrust investigations into Google by the Justice Department, state attorneys general and Congress over Google's dominance in search and advertising.

  • "Google is attempting to use its YouTube monopoly position to force Roku into accepting predatory, anti-competitive and discriminatory terms that will directly harm Roku and our users," a Roku spokesperson says.
  • "Roku is not asking Google for a single additional dollar in value. We simply cannot agree to terms that would manipulate consumer search results, inflate the cost of our products and violate established industry data practices."

Between the lines: A Roku spokesperson says Google has "so far refused to accept" its proposal to extend YouTube TV on Roku while agreeing to its terms. Roku says the company is ultimately seeking to reach an agreement with Google.

What to watch: Roku's stalemate with Google is the latest in a long list of spats between streaming TV distributors and streaming networks over distribution agreements.

  • For consumers, it means that the programming blackouts that have grown increasingly common on cable and satellite TV are migrating over to the streaming world.

Read Roku's email to customers:

Go deeper: TV battles spill into streaming

Go deeper

Felix Salmon, author of Capital
59 mins ago - Economy & Business

Investors pour millions into immersive, interactive art experiences

Photo Illustration: Megan Robinson/Axios. Photo: Martin Bureau/AFP via Getty Images

How much would you pay for "a sleek, if pleasantly confusing, package of moods" or "a confusing tangle of disjointed installations" or even "the total erosion of meaning itself"? The answer, according to the current market-clearing price, seems to be about $35.

Why it matters: Investors are pouring hundreds of millions of dollars into ticketed experiences — immersive, interactive museum-like spaces that don't have the d0-not-touch stuffiness of traditional museums.

Special Envoy for Haiti resigns over Biden deportations

Daniel Foote testifies during a Senate Foreign Relations Committee hearing on May 26, 2016. Photo: Drew Angerer/Getty Images

The Special Envoy for Haiti on Wednesday resigned from his position, writing in his resignation letter obtained by PBS that he "will not be associated with the United States inhumane, counterproductive decision to deport thousands of Haitian refugees."

Why it matters: Ambassador Daniel Foote's resignation comes amid heightened anger over the treatment of Haitian migrants and asylum-seekers living in a temporary encampment in Del Rio, Texas — especially after images surfaced of Border Patrol agents whipping at the migrants from horseback.

First-time homebuyers shrink as prices spike

Data: National Association of Realtors; Chart: Axios Visuals

Home sales cooled as prices continued to heat up in August.

Driving the news: The share of first-time existing homebuyers (29%) last month was the smallest in two years, according to new data from the National Association of Realtors.