Earlier quoted context omitted.
A business catastrophe, not a usability or market catastrophe. "I think margins will be destroyed for a bunch of people."
Possibly even good for consumers in that case. It's not really an ideal situation that software distribution would be a high-margin business in the first place. Typically you want distribution and infrastructure businesses to be competitive spaces with prices driven down towards costs, since they're just overhead from the perspective of getting stuff from sellers to buyers. For example, container shipping and grocery…
Does "low-margin" for software really make sense? These aren't physical goods that have a inherent value. The "cost" of any given piece of software is the price you are willing to pay the people building it.