aTokenYeti said:
I recommend everyone check out Hoeg Law on YouTube, he’s a lawyer that specializes in mergers and acquisitions and has been staying on top of his whole situation.
I think Microsoft’s long term strategy is becoming more and more clear. They are putting their eggs in many baskets to insulate themselves from one of them going badly.
Microsoft’s (in conjunction with Epic) long term goal seems to be to break open Apple’s iOS and google’s play store, and while they are going to try and avoid it, their statements make it seem like they are willing to sacrifice the closed system console business model to achieve that end.
From Microsoft’s perspectives assuming the ABK deal goes through, they have to view this as a win-win for them. If legislators don’t touch the closed ecosystem business model, then Microsoft keeps operating the Xbox as is, just with a huge first party lineup and a large catalogue for gamepass. If legislators do crack down on the closed ecosystem business models, Microsoft gets to sell all of their software on competing platforms without paying store fees. Xbox becomes much more difficult to sell profitably, but in exchange they get unfettered access to all platforms, and with ABK in house they become the largest games developer in the world. |
Yes, and despite what anyone else think of Apple and it's policies, I hope both Microsoft and Epic fail at this. That recent law that US senate is discussing I think about enforcing Apple and Google to open up their stores is actually quite dangerous if it goes through.
First of all, it's being presented by some of it's big supporters (I mean some big corporations) as like they mostly care about small developers (who are being robbed by evil Google and Apple) and consumers (who can get locked out of some apps and games, because of these apps not being approved by Google and Apple). But actually, it's all about these mentioned (law supporters) big corporations coming to realisation that they fucked up big time around 10-15 years ago when mobile market started to shaping up as we know it these days, and now trying to break all existing rules because these rules make them earn less money than they want. Yes, allowing alternative app stores or other ways of app distribution on Apple and Google devices can for example benefit some devs and consumers who have issues with submitting certain apps. We can for example get xCloud on iPhone, as in current state Apple can easily reject it, exactly what they did.
But there are a lot of cons which also will come as a result of it:
1. It will not actually benefit small devs at all. Small devs give Apple/Google 30% cut, but at the same time they receive tools and App Store which will promote and make their app discoverable for free. This reduces the need to spend money on marketing. If US senate forces Apple to allow installing apps from the internet, do you think these small devs will spend the money on distributing apps by themselves? No, they will still go to App Store and nothing changes for them. But, at the same time, you'll definitely see all these mega corporations like Meta, Netflix, Spotify, Microsoft and so on dropping App Store in favour of distributing apps by themselves to not share revenue with Apple. So, no benefit for small devs, only for mega corps.
2. It kinda comes from the end of the last point. This really opens the door to the shitty practices which we see on more open platforms. Of course I'm talking about Epic Games Store. You can be sure that if that law goes through, Tim Sweeney will be here paying money left and right for this new mobile store exclusivity. Not only this will hurt the general user experience for consumers (the added need to go through different stores just to install Instagram and TikTok), but it will also screw over small devs who will opt for a quick check from Tim Sweeney instead of going to App Store and thus, limiting potential app discoverability.
3. Not clear what this will mean about potential malware distribution. I think this will increase the risk for any mobile user to get malware from somewhere.
4. And as for last, let's dig a bit into politics. Of course US senate only thinks about themselves, without looking at the whole world. As you know, not all countries are free and democratic like US is. What do you think will happen after this in the countries where governments try so hard to regulate and control everything. Apple and Google already has some different App Store policies for China, which probably costs them to support this different infrastructure. What will happen if US senate gives other non-free countries the way to just create their own App Store, then enforce on Apple that this will be the only way to distribute apps in that country if you want to pass certification and just regulate all by themselves. Of course, nobody is thinking about it
TLDR for this post. Giant megacorps like Microsoft, Meta, Netflix, etc. are just so mad about losing big time on mobile market front, that of course it's in their wet dreams to basically make it so the mobile platforms won't really belong to their owners.