Ben Thompson, Stratechery - Apple’s App Store Conundrum
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💎 Ideal reaction from Apple to the "injunction"
An ideal solution would be for Apple to make possible what’s possible right now on Android (and that Android is trying to change): if you’re a game, you use IAP. If you’re not, you can use a webview. In the Android Kindle app there is a tab that says “store” that loads a webview. Same thing for Spotify and Tinder.
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💎 Apple's culture has shaped how they think about the App Store
Apple’s culture, thinking and decisions have been guided by never facing again the challenges they had in the 90’s. They never want to have people on their platforms (developers) be more important than they are. Apple wants lock-in on iOS to come from Apple, not from any other company (Microsoft, Adobe, or a future developer).
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💎 Apple's power is underrated
Apple’s power is still underrated. People get upset about the 30%, but those kinds of things are sideshows. The reality is that we still don’t know what the best business models and the best ways to monetize apps are, because it’s never been tried.
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💎 Users trust Apple's IAPs
The App Store transformed developer economics by increasing the market size beyond what anyone thought was possible. They did it by generating trust in consumers. In a wide open marketplace, that trust will probably be lost. If Apple doesn’t anticipate, regulations are going to be a sledge hammer not a scalpel.
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