Is Apple's Dominance Under Threat? | The Brainstorm EP 87
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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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insights 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.
insights 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.
insights 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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In this episode, Sam Korus and Nicholas Grous discuss the recent ruling in the Apple vs. Epic Games lawsuit, which has significant implications for Apple's App Store policies and revenue model. They explore the potential impact on developers and the broader ecosystem, as well as Apple's challenges in the tech landscape, including AI and hardware issues. The conversation also touches on the rise of no-code solutions and how they can disrupt traditional software development.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Apple is facing challenges to its App Store dominance.
The Epic Games ruling allows developers to link to external payment options.
This ruling could lead to a significant revenue shift for Apple.
Developers are cautiously optimistic about the ruling's implications.
Apple's internal ad network may help offset potential revenue losses.
The tech landscape is evolving rapidly, especially in AI.
No-code solutions are becoming increasingly accessible and disruptive.
Companies may be overpaying for SaaS (Software as a Service) tools that can be built in-house.
Interns can add value by creating in-house tools to save costs.
The importance of hands-on experience with new technologies.
FYI - For Your Innovation