I am pretty sure I read something similar before. Probably from Benedict Evans or somewhere else. I think the most important issue from these email isn't the lack of Alternative App Store, IAP, or 70/30 split. It is that Apple Execs has Zero understanding of how other business works especially with respect to Internet or Software Services. They continue to think Netflix as a physical product ( As they often like to c…
For comparison Netflix spends about $1.2 Billion dollars per year on AWS (Amazon Web Services). Their total revenue last year was 27.5B. So that means that AWS fees account for 4.3% of Netflix's revenue. AWS is streaming video, operating hundreds of edge location CDN locations, and everything else running on expensive server infrastructure. AWS has real serious costs with offering that service, to the point that Netf…
Wheras, there is no such thing as the other App Store?
IIRC, Apple customers spend more and don't quote me on this, but are more influential in the spending of others. If that's true, then I think this comment under-represents the utility of operating in the App Store.
It doesn't necessarily mean that it should command the 15% tax, but it isn't "no value" either.