As regulators move in, the gang discusses the future of Apple and Google's app stores and their role over the next decade. Plus, the new layoff normal and Silicon Valley gets classy.
SHOW NOTES
00:00 Opening and Introductions
01:11 Working with Partners
03:14 The Information Gala and Dress Code
03:45 NFL Playoffs and Sports Betting
07:02 Layoffs at YouTube and Privacy Changes
11:29 Apple Allowing Third-Party Payment Mechanisms
14:56 Frustrations with the App Store
16:21 Importance and Future of the App Store
21:20 Rabbit R1 and AI Powered Gadgets
27:31 ChatGPT App Store as a Potential Competitor to the Apple App Store?
28:23 Difference in Distribution Advantage between the ChatGPT App Store and Facebook Platform
29:05 Importance of Distribution Opportunities for Developers on New Platforms
30:03 Collapse of the Economic Model of Facebook Platform and the Potential Challenges for the ChatGPT App Store
32:55 Potential Advantage of Google Integrating a Bard App Store
33:30 Uncertainty of Monetization and Revenue Opportunities for Developers on AI App Stores
36:05 Long-Term Competition between Apple, Google, Meta, and Adobe in the AI and Platform Space
42:43 Debate on the App Store's Anti-Competitive Practices
46:04 Potential of AI to Make Google Services Stickier
47:41 Use of AI and Language Learning Apps for Children
48:47 Announcement of a New Season of More or Less and Future Plans
