App Store

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 24, 2026 by John Collison · said 7 times in 3 episodes since 2026 · across every show →

Mentions by year

brought up most by Evan Spiegel (4), John Collison (3)

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2026 7 mentions in 3 episodes 2 per episode

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Everything said about App Store, oldest first

Feb 24, 2026 bullish
Assertion Supported
Collison: December 2025 iOS app releases jumped 60% year-over-year
“After years of relative calm, the number of iOS apps released in December 25 jumped by 60% year over year.”
John Collison Feb 24, 2026 ▶ 4:18 Stripe’s 2025 annual letter
Apr 27, 2026 bullish
Opinion
AI software generation overcomes the Apple App Store lock-in moat
“So I think you know, I think the entire engineering paradigm, the way that software is built now enables you know, a totally different way of thinking about specs and about our platform. And frankly, overcomes the biggest hurdle that we were facing, which was …”
Evan Spiegel Apr 27, 2026 ▶ 19:50 What comes after smartphones, with Evan Spiegel of Snap
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