Yes exactly. Even if it doesn’t work out in practice, a user forced into the official app is theoretically monetizable any number of ways, whereas a premium sub

Yes exactly. Even if it doesn’t work out in practice, a user forced into the official app is theoretically monetizable any number of ways, whereas a premium subscriber using a 3P app is only ever going to use the core product the way they always have. Their ability to shove whatever they want in front of the user while also mining their data is probably helpful for their IPO prospects.