Earlier quoted context omitted.
Relevant: Spotify already hands over 70% of their revenue to music rights holders to cover the various performance and mechanical royalties. All of their other operating expenses have to fit into the remaining 30%, meaning they often have quarters that report a loss. Apple trying to take 30% of subscriptions while operating a competing service as a value-add that can afford to be a loss leader is highly anticompetiti…
Even the most extreme Apple position isn’t trying to take 30% of all of Spotifys revenue, they’re trying to take 30% of each subscription originated on-device, for the first year of that customer. Which is still a huge cut, and still a problem that doesn’t encumber Apple Music, but the business question for Spotify is “do the incremental subscribers make sense (in quality and quantity), not “sell one subscription and…
But of course that’s not going to keep them from asking their government to give them more.