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Chronicles

The story behind the story

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Regardless of Epic's chances in court, every decision Apple makes favoring itself, and not society in general, is an invitation to scrutinize its power

I write a weekly newsletter around tech and media, picking the 10-20 pieces … Surur / MSPoweruser : F.lux accuses Apple of strong-arming them, just like Epic Tweets: Sam Bowman / @s8mb : What Epic is really calling for in its lawsuit against Apple: the Windows model, for smartphones. https://www.ben-evans.com/... https://twitter.com/... David Pakman / @pakman : Apple has apparently decided it no longer needs 13-24 year old gamers on any of its devices. https://twitter.com/... TechLead / @techleadhd : Apple is racist against programmers. https://twitter.com/... Mark Gurman / @markgurman : Apple: “We very much want to keep the company as part of the Apple Developer Program and their apps on the Store.” https://www.bloomberg.com/... Jeff Johnson / @lapcatsoftware : Glad to see someone else pointing out that the iTunes Music Store was the model for the App Store, not retail or consoles. The $0.99 comment was a bit puzzling, though, because that was the price of songs, and it wasn't the price of software until *after* the race to the bottom. https://twitter.com/... Benedict Evans / @benedictevans : The app store model was a central part of the smartphone revolution, bringing safe software to billions of people. The trouble is, it also means Apple aren't pirates anymore - they're the navy, the port and the customs house. So when do regulators step in? https://www.ben-evans.com/... Eric Sink / @eric_sink : Apple tends to claim that it doing what is best for users, and there is a lot of truth there, but not all of its policies pass the altruism smell test. 6/10 @rockcock64 : Ok, so there may not be a good guy in Apple vs Epic, but there is absolutely a badder guy. It's Apple. Apple's the badder guy. https://twitter.com/... Benjamin Mayo / @bzamayo : IMO in a matter of days Epic will relent and remove the direct payments feature to get Fortnite back on the App Store. Their stunt served its purpose and them backtracking doesn't relieve any of the pressure off of Apple. Dare Obasanjo / @carnage4life : Two key points on Apple vs Epic that @stratechery brings up 1. Developer & user experience is made worse by Apple's policies that force apps to give them a 30% cut (convoluted UIs, features unavailable, etc) 2. For a $2T company, Apple's greed is unseemly https://stratechery.com/...

Stratechery Ben Thompson

Context & Ripple Effects

Epic's lawsuit against Apple is no longer a one-developer grievance but a proxy fight over how much control a platform owner may exercise when it is also the sole storefront: Benedict Evans frames the stakes at scale — roughly 1B active iPhones and ~500M weekly App Store users — arguing that US and EU legal fights are what might finally impose new rules. The counterpoint in the coverage cuts at Apple's core defense: the App Store attracts users because it is the only choice on iPhone, not because it delivers exceptional distribution or marketing to developers.

The pattern Stratechery flags predates Epic — F.lux had already accused Apple of the same strong-arm tactics — and the court record later surfaced an internal acknowledgment of the fee's vulnerability, with Phil Schiller floating in a 2011 email that the 30% commission could be cut so long as the App Store still cleared $1B in annual profit.

First-order effects

  • Apple's revocation of Epic's developer tools puts the entire developer ecosystem at risk, prompting Microsoft to file a declaration of support for Epic's emergency filing — a direct sign that other major developers see their own access as hostage to the dispute.

Second-order effects

  • The conflict forces Apple into open confrontation with its largest partners rather than quiet enforcement: its lawyers later cite Tim Sweeney's public attacks, including an X post, to characterize Epic as part of a 'global effort' to undermine Apple's rules — turning individual disputes into a narrative war over legitimacy.

Third-order effects

  • If the legal fights in the US and EU hold, the endgame Sam Bowman describes — Epic calling for 'the Windows model, for smartphones' — would restructure the App Store from a mandatory sole gatekeeper into one channel among several, with the 30% commission exposed to competitive pressure Apple itself once privately contemplated cutting.

The trend: Platform owners that monetize sole-channel distribution are entering an era where each self-interested rule becomes grounds for antitrust scrutiny, with regulators and litigation — not developer goodwill — setting the terms.

Discussion

  • @s8mb Sam Bowman on x
    What Epic is really calling for in its lawsuit against Apple: the Windows model, for smartphones. https://www.ben-evans.com/... https://twitter.com/...
  • @pakman David Pakman on x
    Apple has apparently decided it no longer needs 13-24 year old gamers on any of its devices. https://twitter.com/...
  • @techleadhd TechLead on x
    Apple is racist against programmers. https://twitter.com/...
  • @markgurman Mark Gurman on x
    Apple: “We very much want to keep the company as part of the Apple Developer Program and their apps on the Store.” https://www.bloomberg.com/...
  • @lapcatsoftware Jeff Johnson on x
    Glad to see someone else pointing out that the iTunes Music Store was the model for the App Store, not retail or consoles. The $0.99 comment was a bit puzzling, though, because that was the price of songs, and it wasn't the price of software until *after* the race to the bottom. …
  • @benedictevans Benedict Evans on x
    The app store model was a central part of the smartphone revolution, bringing safe software to billions of people. The trouble is, it also means Apple aren't pirates anymore - they're the navy, the port and the customs house. So when do regulators step in? https://www.ben-evans.c…
  • @eric_sink Eric Sink on x
    Apple tends to claim that it doing what is best for users, and there is a lot of truth there, but not all of its policies pass the altruism smell test. 6/10
  • @rockcock64 @rockcock64 on x
    Ok, so there may not be a good guy in Apple vs Epic, but there is absolutely a badder guy. It's Apple. Apple's the badder guy. https://twitter.com/...
  • @bzamayo Benjamin Mayo on x
    IMO in a matter of days Epic will relent and remove the direct payments feature to get Fortnite back on the App Store. Their stunt served its purpose and them backtracking doesn't relieve any of the pressure off of Apple.
  • @carnage4life Dare Obasanjo on x
    Two key points on Apple vs Epic that @stratechery brings up 1. Developer & user experience is made worse by Apple's policies that force apps to give them a 30% cut (convoluted UIs, features unavailable, etc) 2. For a $2T company, Apple's greed is unseemly https://stratechery.com/…