HEY's Jason Fried responds to Apple, says the dispute is not about the money, but about how Apple forcibly inserts itself between developers and their customers
So far, much of the recent discussion around Apple, HEY, In App Purchase (IAP), Subscriptions, the App Store, and the iOS developer community has been about money.
HEY Jason Fried
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Discussion
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@benbajarin
Ben Bajarin
on x
This poll is for iOS developers. If Apple allowed you alternate payment methods and took no fee, but your app would never be featured or promoted in the App Store would you take that trade-off?
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@donmacaskill
Don MacAskill
on x
This. 1000%. As another business with exceptional customer care, this right here is everything you need to know about @Apple and IAP. https://twitter.com/...
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@thurrott
Paul Thurrott
on x
“Phil Schiller's suggestion that we should raise prices on iOS customers to make up for Apple's added margin is antitrust gold.” Ohh. Beautiful. https://hey.com/...
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@lorenb
Loren Brichter
on x
“[you] have not contributed any revenue to the App Store over the last eight years”, oh suck it. How about you compete with letting folks have a direct relationship with their customers (on hardware they *bought*) and offer a compelling reason to go through your dollar store.
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@kocienda
Ken Kocienda
on x
“Let's make the App Store insanely great.” What if that were Apple's philosophy? It doesn't seem like it is.
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@capiche
@capiche
on x
The App Store increasingly seems an archaic burden, not a reasonable fee to simplify software distribution. Mobile software needed the App Store a decade ago. Today's SaaS doesn't. https://capiche.com/...
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@om
@om
on x
@dre7413 @brianbehrend Yes, it has. Technology's core is impermanence. And with time everything has to evolve. Apple thinks nothing has changed since it launched the AppStore.
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@paulmayne
Paul Mayne
on x
At Day One, our solution for App Store refunds (over the past 3 years) has been sending the customer a payment from my personal PayPal account. A 60% loss for us every time. https://twitter.com/...
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@dhh
@dhh
on x
HEY already has a 4.7/5 rating on the App Store! Tons of customers who love the app that's there. And our iOS team never stopped working on improvements. Thankfully the current app is pretty rock solid, but we have feature upgrades we'd love to push out.
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@capiche
@capiche
on x
Think the App Store's 30% cut is expensive? Try the Kindle store, where Amazon may charge as much as 65% of your book sale price. And even that might look cheap compared to physical retail. https://capiche.com/...
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@dhh
@dhh
on x
But I cannot tell you how much it means to us to have had such a reception, and such support. Both from everyone using the app (or eagerly anticipating it!), and from everyone voicing their support re: Apple. Thank. You. No. Really. THANK YOU 🙏❤️🙏
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@neilcybart
Neil Cybart
on x
It's helpful not to lose perspective of the big picture. The loudest voices against the App Store (Spotify) want to change everything. This isn't just about revenue share percentages or unclear App Store guidelines. It's about who has more control. https://www.aboveavalon.com/ ..…
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@jasonfried
Jason Fried
on x
Hey @pschiller and @tim_cook, I'd love to hear your thoughts on this next week at WWDC —> https://hey.com/...
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@drbarnard
David Barnard
on x
Apple should absolutely keep improving the App Store, but most of the things listed here are already possible, they just require a bit more work. ¯\_(ツ)_/¯ https://twitter.com/...
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@mijustin
Justin Jackson
on x
This is a good point: IAP really doesn't make sense for multi-platform SaaS apps. If I'm on iPhone, and I switch to Android, what happens? https://hey.com/... https://twitter.com/...
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@danbt79
Daniel Beattie
on x
This is the clearest, most devastatingly effective piece of communication I've read in quite a while. File this under ‘New York Times Bestselling Author can write good’, I guess. Well done @jasonfried, good luck with this whole situation. I'm off to upgrade my Hey trial 💳 https:/…
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@gartenberg
Michael Gartenberg
on x
@matt_garber probably. Kindle was around from day one, they just chose not be in the App store selling content. Pretty simple back then. IAPs made sense for devs fo monetize things like users paying for new features, such as new levels.
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@jasonfried
Jason Fried
on x
Hey @panzer there's way more to the Apple HEY story than money. This isn't about $ or %, it's about Apple making it harder for businesses like ours - multiplatform software businesses - to do business. To help our customers. My response: https://hey.com/...
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@maguay
Matthew Guay
on x
The interesting thing about @dhh and @basecamp Hey versus @Apple over App Store pricing is that ... they don't really need the App Store. They need a mobile app. But SaaS doesn't need the payments, licensing, and more that made the App Store worth 30%. https://capiche.com/...
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@rmantri
Rajeev Mantri
on x
Great piece...distribution has costs. https://twitter.com/...
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@carnage4life
Dare Obasanjo
on x
I'm going to go out on a limb and say Apple taking a 30% cut is a bigger deal than not being able to handle customer billing requests directly for 99.9% of app developers. I also think it isn't the case for HEY but great positioning that it isn't about 💰 https://hey.com/...
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@hardaway
@hardaway
on x
I just asked for access. If I have to side load it, I will. Gladly. All of your products are good, but your ethics are better. https://twitter.com/...
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@zachwaugh
Zach Waugh
on x
Apple says they put customers first, which is what we're trying to do. I know people say “just use IAP”, and if it was some consumable or one-time unlock, it be a no brainer. But a subscription with possibly hundreds of thousands of users, support will be a huge part of this. htt…
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@stevesi
Steven Sinofsky
on x
@_lordmax_ @Apple @om Separating out the opinion of something being bad for business from allegedly illegal actions is an important first step in the discussion. Apple has a long history of success that follows from “bad for business” choices. And also a history of over-playing t…
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@jasonfried
Jason Fried
on x
John @gruber's take on @karaswisher's column is spot on. This week we've hear from so many who are afraid to speak. There's a tsunami coming, but you can't tell until it hits the shore. The question is, when's it going to break? https://daringfireball.net/...
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@bsletten
@bsletten
on x
This is a good write up about the Hey nonsense. Related, my next computer will not be an Apple. Quality has gone down in both hardware and software while the Apple tax has gone up. But this isn't about the money as the article spells out. https://hey.com/...
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@sarthakgh
Sar Haribhakti
on x
“Apple, please just give your developers the choice! Let us bill our own customers through our own systems, so we can help them with extensions, refunds, discounts, or whatever else our own way Compelling perspective from @jasonfried https://hey.com/...
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@stroughtonsmith
Steve Troughton-Smith
on x
@vinski_ or you hit upon the key point: Apple's App Store is so dominant, especially to developers of paid apps and services, that other stores don't even enter the conversation
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@benbajarin
Ben Bajarin
on x
@elkmovie The other that has always intriqued me was Oculus who gets around this because you pay for it in the Oculus app but the app gets installed on a different device than iPhone.
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@bazscott
@bazscott
on x
This whole argument seems to be “iPhones should be dumb pipes”. I don't buy the angle of it serving customers better for my credit card to be held at 100 companies, I'd much rather deal with paying only Apple, that's far safer! https://twitter.com/...
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@amlewis4
Ari Lewis
on x
Generating controversy is one of the best ways to gain free press. Instead of being another tech company, HEY has positioned themselves as the company fighting Goliath (aka Apple). No amount of money can generate that type of press. https://twitter.com/...
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@elkmovie
Michael Love
on x
Still working on the best formulation, but I'm feeling like some version of “why do I have to pay Apple 30% while Facebook/Uber don't” is probably the strongest public argument against current App Store policies, as it disposes of most of the pro-Apple arguments in one swoop.
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@ayjay
Alan Jacobs
on x
Jason Fried: “Apple's rules prevent us from servicing our customers, yet Apple gives us no choice but to submit to those onerous rules or not be represented on their platform. That's flat out hostile - to us, to our customers, and to the community.” https://hey.com/...
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@dhh
@dhh
on x
So, @pschiller, please turn this ship around. Give us, and all the other developers who just want to make great apps for their existing services, a fair playing field. WWDC is next week. I guarantee you that nobody wants to hear bragging about DEVELOPERS w/o addressing this ✌️❤️
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@angelday
@angelday
on x
Really good points here. I also watched JF's tour of the product (37 mins long—coincidence?) and it reminded me of Jobs: he truly cares about the experience. https://twitter.com/...
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@stroughtonsmith
Steve Troughton-Smith
on x
@reneritchie Apple would like to think people are just upset about their tax rate, but it's not just that — it's about interfering with perfectly reasonable apps for self-serving reasons and pretending they're protecting customer interests, and channeling ‘innovation’ down pre-ap…
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@reckless
Nilay Patel
on x
@panzer @pitts_man Law students around the country buying leather-bound collections of App Store review decisions, etc
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@mims
Christopher Mims
on x
Apple developers in open revolt right before what's supposed to be the biggest Apple/dev love fest of the year (WWDC) https://twitter.com/...
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@stroughtonsmith
Steve Troughton-Smith
on x
You could see this antitrust stuff coming from a mile away, but not only did Apple sleepwalk towards it, they doubled down on making sure there would be a mountain of evidence to bury them with. It's going to hurt them so much more than doing the right thing in the first place ht…
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@dhh
@dhh
on x
It was an absolute honor to discuss Apple's App Store abuses and antitrust violations with @RepCicilline on @verge's podcast this morning. Thank you so much to @reckless, @caseynewton, and @backlon for hosting, and the great questions. This episode is going to be 🔥🔥🔥
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@tritchey
Tim Ritchey
on x
What I find frustrating about the App Store situation is not the rules, or 30% cut, but that from the start Apple has contorted software business models into their media-distribution infrastructure. We are clearly limited to decades-old ideas about how songs and movies are sold.
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@benedictevans
Benedict Evans
on x
Apple locked down App Store payments in early 2011. At that point around 10% of the mobile phones in the USA were iPhones. Today, 60-70% are iPhones (and 80%+ of US teenagers have an iPhone). That changes the conversation about what terms are OK.
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@jlantunez
Jos Luis Antnez
on x
“When someone signs up for your product in the App Store, they aren't technically your customer anymore - they are essentially Apple's customer.” https://twitter.com/...
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@singlefounder
Mike Taber
on x
This is one of many reasons why building on someone else's platform is something that needs to be approached with care. It will be a rough road, but I'm rooting for @jasonfried, @dhh & co to come out on top. https://twitter.com/...
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@carnage4life
Dare Obasanjo
on x
Services is now Apple's second largest business after the iPhone. Appealing to a company's sense of fairness as a reason to give up billions in revenue has never worked. More likely that avoiding regulation will cause change. Expect a surprise at WWDC. https://500ish.com/...
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@reneritchie
Rene Ritchie
on x
My guess is Apple will eventually announce a “new deal” for the App Store. My fear is many of us still don't grok that we're in the age of apps-as-content now. “All” Music is only $10/m. A lot of video, $10/m. Books are fighting. News is “free”. Needs entirely different models
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@mgsiegler
M.G. Siegler
on x
I escalated the analogy from the Constitution to the Old Testament. Felt warranted. It's time to re-think and re-write the App Store rules. 📲 https://500ish.com/...
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@marcoarment
Marco Arment
on x
Whoever at Apple wrote this — a few days before WWDC! — should never be allowed to communicate with developers again. Let's be clear, Apple: in addition to the $100/year developer fees and any search ads we buy, we add value to your highly profitable hardware FAR beyond the 30%. …
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@marcedwards
Marc Edwards
on x
A few days out from WWDC, and this is Apple's message to developers. It reads as “you have no value to us unless you're earning us tons of cash”. https://techcrunch.com/... https://twitter.com/...
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@markgurman
Mark Gurman
on x
Apple's rejection letter to Hey attached. Company also says Basecamp hasn't generated revenue for the App Store in 8 years. https://twitter.com/... https://twitter.com/...
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@maguay
Matthew Guay
on x
It's not that @apple charging 30% for the App Store is so crazy; it's what nearly every software and game store charge, after Apple led the way to this pricing. It's that modern SaaS software doesn't need what Apple's selling for a 30% cut. https://capiche.com/...
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@edbott
Ed Bott
on x
I agree with this take from @mgsiegler. Apple can either adapt to the world in 2020 and change its policies or wait for antitrust regulators to force them to make changes that might not be nearly as palatable or profitable https://twitter.com/...
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@pierce
David Pierce
on x
Totally agree with this. Apple told me on our call that its guidelines go back to the beginning of the App Store, when paying for things on the internet was sketchy and complicated — it was a way of protecting everyone involved. The world feels different now, but the rules don't …
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@dhh
@dhh
on x
“Tollbooth is just the right metaphor. While you can use various services like https://hey.com/ on the web through browsers, when it comes to mobile, app developers are subject to whatever guidelines Apple and Google impose and the fees they charge” https://www.nytimes.com/...
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@rjonesy
Ryan Jones
on x
1,000% this. - Instagram, Uber, Whatsapp should pay more than 0% - Netflix, Hey, Kindle should pay less then 30% https://twitter.com/...
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@dwiskus
Dave Wiskus
on x
Conspiracy theory: Apple doesn't care about the 30% from app developers, but changing it willingly would mean pressure to change the 30% for music, movies, and TV, which would cost Apple billions. If a government forces it, those contracts are protected.
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@mgsiegler
M.G. Siegler
on x
We're getting too far into the weeds with all this. It seems pretty simple at a higher level: App Store rules and policies were created for the world as it was a decade ago. The world is not as it was a decade ago. Apple should create new guidelines for the world as it is now.
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@marcoarment
Marco Arment
on x
A realistic solution that would give Apple and devs most of what they want, and remove most antitrust pressure, would be the older, less-strict version of the rule: Allow non-IAP payments to exist, but not be reachable in-app, and let apps say “Go to our website to sign up”. http…
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@benedictevans
Benedict Evans
on x
The basecamp founders spent a decade marketing themselves by deliberately insulting their peers, employees & half the tech industry. That's their brand - a cool app run by trolls. Apple still needs to rewrite its payment policies. If it doesn't the EU will, and no-one wants that.
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@siracusa
John Siracusa
on x
Wow, this is extremely flimsy. Who is Apple protecting with this stance? The poor iOS user who might download the *free* Hey app and be shocked to learn that it doesn't function without an account? ...or maybe it's about that 30% cut of in-app purchases? Yep, a real stumper. http…
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@briannawu
Brianna Wu
on x
I know Apple feels like it's sticking to its guns here, but it's fundamentally misreading the room. This comes off as greedy, not principled. #WWDC is next week, where Apple will debut slickly produced videos about how much they love developers. These actions show otherwise. http…
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@danielpunkass
Daniel Jalkut
on x
The way Apple is coming off right now is way more comparable to the US government than I wish it were. Gaslighting domination is not a good look. https://twitter.com/...
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@hotdogsladies
Merlin Mann
on x
See, they install that TruCoat at the factory. There's nothing we can do about that. https://twitter.com/...
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@mehedih_
Mehedi Hassan
on x
Make no mistake, if it wasn't for the apps and the high quality of apps iOS developers churn out on a regular basis, I would be using a Pixel right now. https://twitter.com/...
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@beirutspring
Mustapha Hamoui
on x
To borrow @dhh's phrase, I think @apple is the one playing 4D chess here and fanning the flames. This storm may end in a good news climax on Monday when apple announces some kind of dev-friendly changes to the rules in WWDC and Jujitsu its way out of all anti-trust action. https:…
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@panzer
Matthew Panzarino
on x
Apple sent a letter to press (and to @dhh and @jasonfried) about Hey's rejection. I also spoke to Apple's Phil Schiller about the issue. Schiller (and Apple) has not changed stance. https://techcrunch.com/...
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@chriswelch
Chris Welch
on x
What a random mix of shit to string together. For every example, you can name a giant company with an app that Apple can't really afford to lose. And all companies that Apple wouldn't want complaining to regulators. https://twitter.com/...
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@wongmjane
Jane Manchun Wong
on x
I afraid the Hey-Apple controversy will be drown out in 3 days when WWDC comes, everyone will move on to the next big tech and forget about it https://twitter.com/...
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@kylealden
Kyle Pflug
on x
As a Windows Phone veteran, I sympathize with Apple's position here. There's absolutely no value to a rich ecosystem of high quality apps like Basecamp if they are not directly monetized. Who needs 'em! (Apple does.) https://twitter.com/...
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@harrymccracken
Harry McCracken
on x
The fact that Apple has trouble following its own rules (it accidentally approved Hey at first) may suggest there's an issue here. https://techcrunch.com/...
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@backlon
Dieter Bohn
on x
At the height of its mad powers in the 90s Microsoft wasn't this tone deaf. https://www.theverge.com/...
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@lucvandal
Luc Vandal
on x
I don't mind the 30% cut but that last sentence sounds like apps that do not benefit @Apple financially are useless. They created amazing platforms for us to take advantage of but our apps also made those platforms thrive. This is insulting to all developers. https://twitter.com/…
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@stroughtonsmith
Steve Troughton-Smith
on x
...and Apple didn't just send it to the developer, they shared it with the press. A middle finger to everybody just before WWDC — who thought that paragraph was a good idea? Come on https://twitter.com/...
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@polarbearfarm
Layton Duncan
on x
Haven't followed the details of the latest App Store controversy, but the vibe of this isn't pleasant. iOS wouldn't be what it is without devs producing apps. Apple couldn't have done it alone. Cash isn't the only value Apple extracts from the App Store. https://twitter.com/...
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@tomwarren
Tom Warren
on x
Apple's arrogance knows no bounds 🙄 https://twitter.com/...
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@charlesarthur
Charles Arthur
on x
@siracusa this is going to get Apple slaughtered in EU antitrust. Look at what happened with Google and Android sideloading. This will be way bigger.
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@rustyshelf
Russell Ivanovic
on x
This whole “has generated no revenue for the App Store” line holds no water. If Apple removed all third party apps from their iOS store today, what would iPhone sales look like for the next 2 years? The abundance of apps makes Apple's phones sell. Without them they'd be dead. htt…
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@danieleran
Daniel Eran Dilger
on x
@appleinsider @Apple The definition of insanity is submitting a game platform to the App Store repeatedly and expecting a different result. Why does Facebook have time to submit a shit package of web games five times but not Instagram for iPad? Must be some real good surveillance…
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@eugenewei
Eugene Wei
on x
Per the Apple App Store debate, it's worth remembering that Amazon and Facebook burned crazy resources trying to build mobile phones—their own phones!—just to hedge the mobile platform risk. As world shifted to mobile both companies considered it an existential risk.
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@jmccarley
John S. McCarley
on x
#Apple is like the opposite of the Supreme Court this week - All Bad News... @Apple https://twitter.com/...
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@barakgila
Barak Gila
on x
idea for https://hey.com/: allow iOS users to subscribe but charge an insane, specific number like $9,138,452 per fortnight, for which the first search result is an anti-Apple screed & regular payment page. Apple lets developers charge a markup, so this should be kosher?
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@steipete
Peter Steinberger
on x
So, add a super basic IMAP client and everything is fine? 😶 https://twitter.com/...
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@nealkhosla
Neal Khosla
on x
“Large company w/ unrecognized monopoly unwilling to relinquish major revenue source” https://twitter.com/...
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@denzhadanov
@denzhadanov
on x
Very solid response by @pschiller. From this perspective Hey does vialote the rules. Our Spark, provides the service for free to users, businesses can pay on the website and access extra features. https://twitter.com/...
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@ws
Will
on x
I thought DHH was being a whiney little baby and overreacting about this whole thing, but the level of gal here is staggering. Trying to armchair quarterback a business model around your cut is not a good look. https://techcrunch.com/... https://twitter.com/...
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@stroughtonsmith
Steve Troughton-Smith
on x
🙅♂️ The app is only crippled on the App Store because that's what they had to do to fit Apple's written and unwritten rules. By the book. It's not ‘an email app’, it's the Hey app; Apple's framing is BS, and it's disappointing to see people fall for it https://t.co/ONJjr0uzTA
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@benthompson
Ben Thompson
on x
Generous of Apple to not claim responsibility for Basecamp's 1999-2012 revenue.
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@dhh
@dhh
on x
And another. Maybe Apple wants a cut of all banking too? #YouDownloadTheAppAndItDoesntWork https://twitter.com/...
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@dhh
@dhh
on x
Here's another “You download the app and it doesn't work, that's not what we want on the store”. https://twitter.com/...
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@dhh
@dhh
on x
And another #YouDownloadTheAppAndItDoesntWork. https://twitter.com/...
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@dhh
@dhh
on x
Apple doubles down on their rejection of HEY in the App Store, but adds some spice to it at the end: YOU UNGRATEFUL PEASANTS! No mention of how Basecamp differs, how Gmail differs, how Outlook differs, how Fastmail differs. Just more edicts from the monopoly king! https://twitter…
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@danielpunkass
Daniel Jalkut
on x
If I worked in Apple Developer Relations, engineering, product marketing, or App Store editorial, I'd be FURIOUS at whoever in the company is fomenting a developer-hostile public image the week before WWDC.
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@stroughtonsmith
Steve Troughton-Smith
on x
This ‘the App Store is a business, they can do what they want’ thing is nonsense. The App Store is a utility. It defines the future of software. If you're not on it as a developer, you don't exist. If you don't have access to apps, as a user, you're excluded from the modern world
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@stroughtonsmith
Steve Troughton-Smith
on x
That passive-aggressive bullshit 'you're not worth anything to us' paragraph in writing, from Apple. Oof https://twitter.com/...
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@stroughtonsmith
Steve Troughton-Smith
on x
For sure, I'm worried about retaliation for mentioning anything to do with App Store & antitrust. Last time I did, Phil blocked me. Apple have threatened my livelihood on App Store more than once, and know they could snuff me out in an instant. Just like they could for any of us
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@wongmjane
Jane Manchun Wong
on x
Not that I agree with Apple's attitude on their policy, but I like how they gave a shout-out to the open email protocol standards like IMAP and POP https://twitter.com/... https://twitter.com/...
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@philmctimoney
Phil McTimoney
on x
@theloop What would a free version of Hey look like? They're hosting your email account - how can that be free if they are making a stand against ads and everything that comes with them? Why doesn't Apple just sell a free version of the iPhone while we're at it? Ad supported!
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@bjtitus
Brandon Titus
on x
@theloop @jdalrymple Why is it ok for whole categories of apps ("Readers") to be broken but not others? This reeks of concessions made for large VOD services and others to allow them to selectively apply this rule.
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@reckless
Nilay Patel
on x
Good interview from @panzer with Schiller here on the Hey controversy. In my conversations with Apple people today, a repeated theme was definitely “if we change the rule for Hey, what's next?” — eventually the entire IAP services revenue strat falls down. https://techcrunch.com/…
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@slasher
@slasher
on x
gatekeepers Apple have now rejected Facebook Gaming from the App Store 5 times, which would be a big deal if anyone used Facebook Gaming https://www.nytimes.com/...
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@alexhern
Alex Hern
on x
Has anyone heard a single reason from Apple as to why this policy doesn't apply to @superhuman? https://twitter.com/...
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@stroughtonsmith
Steve Troughton-Smith
on x
I'll miss Phil; this antitrust action is a self-inflicted wound, and was completely avoidable for Apple if it were not for the continued prevalence of a Jobs-era mindset that has already seen Apple hit for illegal wage-fixing and eBook price-fixing https://twitter.com/...
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@mgsiegler
M.G. Siegler
on x
This isn't the Constitution. Apple holds the unilateral ability to change what it wants. They've been doing it in piecemeal fashion — Amendments? And worse, seemingly for preferred partners/deals, which has just pissed people off more over time. Rewrite the whole thing for 2020.
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@karissabe
Karissa Bell
on x
Wow, definitely not passive aggressive at all! Really struggling to see the wisdom of picking a fight with a developer literally *days* before WWDC https://twitter.com/...
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@edbott
Ed Bott
on x
Like a rejected Sopranos scene: “Basecamp, you come to us asking for a favor, but how long since you've given us a taste?” https://twitter.com/...
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@somospostpc
Alex Barredo
on x
the last paragraph isn't illegal or anything but the snark is utterly unwarranted and would fall flat in Brussels. Apple is playing a political game and should treat this issue as such instead of punching down Basecamp for distributing the app in the only way available to them ht…
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@rileytestut
@rileytestut
on x
the fact that the world's most valuable company sent this email with such a condescending last paragraph is absolutely bonkers https://twitter.com/...
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@film_girl
Christina Warren
on x
This is just tripling down right now and honestly, it's painful to see this sort of thing. https://twitter.com/...
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@dhh
@dhh
on x
@pierce @jasonfried Isn't it amazing that Apple, of all companies, is telling us that we can't integrate a service and a product? This has literally been their playbook for the last twenty years!!
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@dhh
@dhh
on x
@TimSweeneyEpic We should talk!
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@sarthakgh
Sar Haribhakti
on x
“The HEY Email app is marketed as an email app on the App Store, but when users download your app, it does not work.” https://twitter.com/... https://twitter.com/...
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@nmasc_
Natasha Mascarenhas
on x
*the plot thickens and triples down* https://twitter.com/...
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@caseynewton
Casey Newton
on x
Apple has $192.8 billion in cash on hand https://twitter.com/...
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@mylesudland
Myles Udland
on x
The App Store definitely operates in the background of most public investors' consciousness, but the Apple v. Hey thing — if not resolved cleanly — has some “a butterfly flaps its wings” risk for Apple. https://stratechery.com/... https://twitter.com/...