App Store
4 statements across 4 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Nov 3, 2021 by John Bathgate · said 30 times in 15 episodes since 2021 · across every show →
Mentions by year
brought up most by Ben Gilbert (19), David Rosenthal (7), Mitch Lasky (2), John Bathgate (1), Ben Thompson (1)
tap a year for its mentions
2025 7 mentions in 4 episodes 2 per episode
2024 11 mentions in 2 episodes 6 per episode
2023 2 mentions in 1 episode
2022 8 mentions in 6 episodes 1 per episode
- Holiday Special 2022 · Acquired
- Stratechery (with Ben Thompson) · Acquired
- ACQ Sessions: Jason Calacanis · Acquired
- Amazon Web Services · Acquired
- Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- SONY (75 years of electronics history in 3 hours) · Acquired
- every mention in 2022, scene by scene →
2021 2 mentions in 2 episodes 1 per episode
Everything said about App Store, oldest first
Nov 3, 2021 negative
Bathgate: Halving Apple App Store take rate costs 5% of gross profit
“What's the gross profit impact if they cut their app store you know, take rate from 30% to 15%, you know, across The board. What is that like? Five percent of gross profits. It's like meaningless to them and it would create so much value for all the, and there…”
Mar 7, 2022 bullish
Apple built history's greatest business while Sony became relatively undifferentiated
“Apple by shifting down to just a few product lines and focusing on the integration of hardware, software, and services, not to mention pseudo monopolistic distribution channels like the app store have just built
Like the greatest business in history and Sony …”
Dec 19, 2022 neutral
Apr 26, 2023 negative
Lasky: Gaming VCs must back durable platforms, not sequential game studios
“I invest in businesses, not in studios. Right? And the, and those businesses have to have a strategy that transcends, I want to make a game and put it on Steam, or I want to make a mobile game and put it in the App Store, right? And I'm really interested in th…”