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: Epic Games, Spotify Target Apple, App Store Fees In New Nonprofit ‘Coalition For App Fairness’
My thoughts: The app store is not the gatekeeper that it was when the first iPhone launched. App discovery is happening mostly not in the app store. Apple does not deserve 30% of revenue from mobile apps anymore. Should be more akin to sales tax rate of local goods purchased. Whether it's this newly formed nonprofit, a legal victory, or something else, Apple is simply not providing enough discovery value anymore to deserve its arachiac 30%.: Google mulls hybrid model as 62% of employees do not want to permanently work from office
What a surprise, people do not want to go the office. Google will be the biggest perti dish for the work from home movement in the post pandemic world (if the pandemic ever ends). Personally, I would like to see the world move towards a new standard of only working 4 days a week. Overall, the hybrid model is definitely the winner. An office will still be needed for meetings, mental health, separation of home and office, etc.It's a good thing to have young tech savvy customers who have many more decades to live, digitally spending with you. This deal is really about subscription revenue, as Bloomberg analyst Matthew Kanterman : At 7.5b acquisition price, if they can sign up 10m more Ultimate subs cause of all of the new games, the deal pays for itself in 4 years. It's funny how recurring revenue models become more and more like government taxes. Regardless of usage, the subscription fee remains the same, and Microsoft will pocket the difference.