FYI - For Your Innovation

Is Apple's Dominance Under Threat? | The Brainstorm EP 87

15 snips
May 14, 2025
A recent ruling favors Epic Games, challenging Apple's App Store policies and opening doors for developers to use alternative payment options. This shift could significantly impact Apple's revenue model. The discussion also highlights Apple's struggles with AI, particularly with Siri, and the evolving tech landscape. The rise of no-code solutions, like Replit, is examined for its potential to disrupt traditional software development. Plus, there's a focus on how innovation can unlock value in creating cost-effective in-house tools.
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INSIGHT

Epic Ruling Weakens App Store Control

  • The ruling prohibits Apple from charging fees on purchases made outside the app and restricting developers from using external payment links.
  • This creates an opportunity for developers to bypass Apple's fees, potentially shifting the revenue model significantly.
INSIGHT

Developers Gain, Apple’s Ad Shift

  • Developers can now link to external payment options, likely offering discounts to users by avoiding Apple's commission.
  • Apple may offset lost revenue by leveraging its internal ad network to increase user engagement.
INSIGHT

Apple's Wobbly Tech Throne

  • Apple faces challenges from a weakening App Store, AI performance problems, and slowing hardware innovation.
  • Despite issues, their vast user base and emerging AI trends leave room to recover.
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