The funny thing is that the companies that stand to benefit the most from this and that move the most money (Netflix, Spotify, Fortnite) need Apple's platform, marketing, and distribution the least.
Indeed. I’d add a fourth category: the medium-to-long tail of ad-infested casino games for children. None of those apps are successful because of the App Store. People don’t generally start at the App Store and go looking for games like this. They are all installed from CPI ads in other ad-infested apps or on websites.
Apple is exactly like a mobster demanding a cut for “protection” — except they’ve designed and controlled the system so well that your business just cannot exist in the first place until your automatic extortion payment system is in place.
They don't. Nobody heard about Netflix and Spotify from randomly browsing App Store(Do people even browse app store feeds to see what to download?). Almost every users of them would likely have searched for it.
Maybe I should have said "_don't_ need Apple's platform, marketing, and distribution" rather than "need Apple's platform, marketing, and distribution the _least_", but I think we agree.
For "discovery" people would have to regularly check the App Store app and read the "today" page. Maybe perhaps Spotify or Netflix will appear there once a year among 15000 stories about games.
Or you mean search? If people search for Spotify/Netflix, they already know about it. And right now Apple will helpfully cover half of the screen with an ad for Gmail if you search for Spotify (and will hide all other Spotify apps like Spotify Kids and Spotify for Creators six screens down)
