The problem with this analysis is that he seems to think things like paid exclusives are good for consumers, rather than just externalities of platform competit

The problem with this analysis is that he seems to think things like paid exclusives are good for consumers, rather than just externalities of platform competition that harm consumers. By this logic anything Apple that limits monetization strategies of 3rd parties, even if it benefits the consumer* would be regarded as a problem. I would like to see whether a fully open ecosystem ends up producing a better result than Apple’s “managed” approach. We will never find out if Apple is forced to stop managing their ecosystem.