I don’t disagree. I’ve been writing about this for as long as I’ve been writing Stratechery. From 2013: https://
stratechery.com/2013/why-doesn
t-apple-enable-sustainable-businesses-on-the-app-store/
… I expounded on this in the context of this Article and AI yesterday: https://
stratechery.com/2025/a-google-
i-o-idea-the-smartphone-ai-value-chain-apples-developer-hang-ups/
…

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