Here is what I believe the App Store has fundamentally wrong: its current organizing principle is digital versus analog; anything that is digital has to have in-app purchase, while anything that is analog — i.e. connected to the real world — can monetize however it pleases. That is why Amazon or Uber can ask for your credit card, and Airbnb can do... See more

For example, here’s Ben Thompson from yesterday:“What is interesting is that Apple may give Substack cover to change course. [...] Substack can (justifiably) say to its publishers that it is going to offer an all-up Substack bundle for in-app purchase because that is the only way it can offer in-app purchase, and that publishers should agree to be... See more

Apple owns the affluent. For the most part, the affluent demographic strongly correlates to using Macs, iPhones, Apple Watches & AirPods. And Apple takes 30% of the topline revenues from any business that wants to build things that work on its devices.