Yes, they’re also revenue plays for apple. But that doesn’t mean they don’t add to stickiness. That’s a big purpose of prime after all: prime generates revenue,

Yes, they’re also revenue plays for apple. But that doesn’t mean they don’t add to stickiness. That’s a big purpose of prime after all: prime generates revenue, but it keeps people on amazon. The credit card cuts amazon’s transaction fees, but it keeps people on prime and shopping on amazon. No single point of apple’s offering is all that important for stickiness, but I think it will add nicely to their ecosystem effect.