App Store

“In fact, at Apple, the terms have actually only gotten better, right? They've, first of all, they've either been at 30% or in some cases they've since come down.”

“Let's say there was now multiple app stores in the iPhone. What happens? It just means that the hardware will get more expensive. That's a good point. It'll get passed on to you.”

“Otherwise they're basically eliminating apps or the need for apps. To enhance their products, and they're not gonna get that 30% cut anymore.”

“This is my hottest of all takes, which is That the app stores are forced to ban TikTok on January, and then Trump day one says, put it back. So there, it's gone for like a half hour.”

“Thirty billion. Thirty billion. That's the estimated revenue from the, directly from the payment side of it.”

“It's the number one app on the App Store.”

“Claude is now the number one app in the app store, which is wild.”

“And the app store in some ways was an enormous threat to the web. Like it took people away from the web. It was probably one of the biggest, between it and Facebook were like the two biggest forces that really made the web less interesting.”