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Sounds like they violated a non disparagement clause and signaled they will not adhere to policy. All they had to do is keep quiet and launch to minimize their liability. Guess they will need to fight in the EU to see if they can claw back.
A non-disparagement clause is not valid under the DMA.
Because in the US/Asia, Epic has no DMA protections.
Earlier quoted context omitted.
This is indeed an analysis that we don't see often enough. Apple is viewed as a "tech company" and tech companies are all about innovation and growth. And their stocks are priced accordingly. But, Apple is actually extremely conservative with product rollouts and new markets (c.f. having essentially missed the boat on AI). They make phones and sell phone apps. They do a few other things, but at the end of the day the…
As long as new people are growing up, they're going to need their own phones, so there will always be a market. The same of course with many other consumer goods.
The point is that an Apple stock priced at a level commensurate with a static market would be a catastrophic loss of shareholder value.
There's plenty of money to be made in Asia/Pacific and the Americas.
Apple's walled-garden approach is innovative especially on the security and stability fronts and anyone who doesn't like that or wants alternative launchers should jailbreak their ios device or just use Android, which does fit better into EU market.
Apple has literally never cared and should never care what outside bodies (including to a large degree -- their own customers) want their products to be. It's what has made them unique in the past.
If Apple backs down on their vision then they are no longer Apple.
I would ban other Epic accounts if I was Apple.
I mean, Apple is amazingly good in some areas but in some other areas their products are used only because they don't give a choice and they intent to keep it this way. They also want to control everything and provide all the services.
A bit short sighted and futile IMHO because the competition is catching up with their user experience but Apple doesn't catch up as quickly with the "smart" bits of the modern tech.
I recall a Steve Jobs speech about Apple doing a few things %20 better and other things worse and how he intents to change this by embracing the industry standards because they simply can't do everything by themselves.
I feel like Apple is doing the same mistake again where their products are becoming slightly better at few things and worse in others simply because you can't have the better stuff installed on Apple devices.
Whether or not Tim Sweeney has a legal leg to stand on, I'm so happy he keeps fighting this. Likewise with Spotify. I love that the EU is pushing legislation to give at least some people back control of their devices. I'm curious why Tim Cook thinks Apple can continue to treat developers they way they do for years on end and it won't slowly but surely come to bite them hard one day.
If I had a Customer that spent years relentlessly complaining about my Company, I know I wouldn't want to have them as a Customer. It does present an interesting question on whether a Company can be forced to have a bad actor as a Customer, I guess this will be decided in the lawsuits to come.
In the EU/under the DMA, Apple now very likely has a duty to transact even with app developers saying mean things about them. That's certainly a very new situation for Apple, but not an unprecedented one.
I'm not sure if throwing more hissy fits and breaking more of their playmates' toys is a good idea now that adults are in the room.
Earlier quoted context omitted.
Their terms are not relevant, Apple has no authority over the DMA.
so if I set up my own app store with nothing but apps designed to scam people, Apple has to allow me to do it?
Why are investors seemingly blind to the fact that Apple is fighting tooth and nail to protect their App Store revenue (while looking like jackasses in the court of public opinion and pissing off regulators and their relationship with developers) because if the App Store money in their pocket dries up, all hell breaks loose because all of their hardware products are no longer growing. The stock will crash and the exe…
This is indeed an analysis that we don't see often enough. Apple is viewed as a "tech company" and tech companies are all about innovation and growth. And their stocks are priced accordingly. But, Apple is actually extremely conservative with product rollouts and new markets (c.f. having essentially missed the boat on AI). They make phones and sell phone apps. They do a few other things, but at the end of the day the…
What boat? Not being first to market with a fancy commercial-grade model and charging $20/mo for consumer-style access (a la OpenAI)? Not having a cloud offering (MS, etc)? Not having a fancy in-your-pocket AI (like… no one? Siri is behind the times, and a better Siri would be great, but IMO the issue isn’t so much the quality of the language model but that Siri is oddly limited in what it can interact with).
I agree that Apple hasn’t been amazingly innovative in the last few years, but being off the AI hype boat seems off the mark.
Sounds like they violated a non disparagement clause and signaled they will not adhere to policy. All they had to do is keep quiet and launch to minimize their liability. Guess they will need to fight in the EU to see if they can claw back.
There's no chance the DMA includes a non disparagement clause. That's totally against free speech.