Here are some non-obvious reasons why this is a big deal: 1. Regulatory and technology changes are making advertising a less effective business model. It's bot

Here are some non-obvious reasons why this is a big deal: 1. Regulatory and technology changes are making advertising a less effective business model. It's both more expensive to acquire users and less profitable to run ads. So each week more companies are switching to one-time IAP or subscriptions as a primary revenue source. This change will further accelerate this transition. 2. A lot of apps sell digital content at a low margin. For example, Spotify and other music apps have to pay record labels for content. You can also consider marketplaces for user generated content that have this issue. Apple and Google's high service fees have prevented a large category of businesses from existing on the app store. Yes, they could try to direct users to pay through the browser, but anti-steering policies made this nearly impossible for companies without an established brand.