I do think these ubiquitous "mega-apps" (whatever the word is) hold leverage on Apple as well. Telling their billion users they can't access an app like Uber be

I do think these ubiquitous "mega-apps" (whatever the word is) hold leverage on Apple as well. Telling their billion users they can't access an app like Uber because they broke some privacy rule or stood their ground on the Apple tax could be a hard sell. Although obviously not impossible like we've seen with Fortnite (not that I'd rank it alongside the Uber/Netflix/Spotify/YouTube and co of this world).