App Store

“I actually have absolutely no interest in debating the idea that a sandbox and an app store in principle is a good idea and that getting rid of it would be a catastrophe.”

“On any of these sorts of legal tests, Apple has sufficiently large market share that they are no longer completely free to do whatever they want. And you can think that that shouldn't be the case, but that is the case. You know, that's, that is where the law i…”

“A couple of months ago, they said, okay, if you're doing less than I think a million dollars a year, then it's only 15%. And of course that's a tiny portion of their revenue, but that's like 90% of the developers and 10% of their revenue.”

“There's, say, a hundred million Macs out there, and most people don't really install software on their Macs. They've got the software it came with, they installed Zoom, and maybe Office, or maybe Photoshop, and that's kind of it... Nobody is installing five ap…”

“Not .5% of accounts spent over 450 dollars in the quarter. Not sure if this is quarter or month, I have to go and check. Same point, really. And those users were 54% of total App Store billings.”

“I would die on the hill that you should not be able to install a random app From the web that can access your file system. That would be a catastrophe for a billion users.”

“Second observation is we know from the disclosures in the Epic trial that about 80% so Apple did fifteen billion dollars. Apple gives a number. They did fifteen billion dollars in App Store commission. 65, sixty-five billion dollars, I think, of total money sp…”

“Look, the 30% rule is toast, but we don't really know quite how and what and where”

“And so it's weird because the weird thing about this is this is actually hurting Apple. Clearly it's the problem with Meta and Twitter and anybody else with an app on the store, but it's also hurting Apple because Apple is telling people that there's no privac…”

“The EU is trying to say, look, let's just have like a kind of general, generalized rules that will sort of try and capture lots of different questions at once. The problem is, of course, as soon as you get into how does Apple actually implement this in the app…”

“Perplexity gets all this buzz and struggles to break into the top hundred on the App Store.”

“Go look at App Store ranking, or Google Trends, or usage data of any kind that you can get, and you see that basically it's ChatGPT, and then none of the others are more than five percent of that.”