Very true. I think this comes down to channel power and leverage. Small app companies will continue to pay 30%, while large app companies like Spotify aren't as dependent on Apple and can sway their user base to subscribe directly. The same platform economics dynamic is playing out right now with Amazon Fire and Roku on the platform side and HBO/Warner and Peacock/NBC on the other. The market as expressed through business development discussions, hasn't determined the value of the platform owner yet when a gigantic app developer/content partner is involved. In most markets, there is a discount for being a large partner, so there will likely be one in these platform markets as well.
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