“Apple should just take a look around, see which way the wind is blowing.”
From Siegler’s “Apple Won a Battle to Lose the War” posted Saturday on 500ish:
Apple may think that they’re doing enough in a piecemeal fashion to stave off major change, but they’re not. If anything, they need to make a major change to stanch the bleeding. But they won’t do that. They’re both too proud and too arrogant. They’re so sure that they’re in the right here that they don’t see that it actually doesn’t matter…
I mean, someone inside Apple must see all of this. It’s obvious. But hubris is blinding those in the position to do something about it, clearly. Apple should just take a look around, see which way the wind is blowing, and make some major changes to appease the courts and to please their developers. End this.
They should open things up to win these arguments on the product side of the equation — something which they’re uniquely situated to do thanks to about two dozen aspects of the iPhone. They should compete on the playing field in which they already have home field advantage.
And that’s the craziest part of all of this. They would undoubtedly still win far more often than not. Both because of those inherent iPhone advantages, but also because their product offerings on the in-app and Apple Pay side are very good! Let them stand on their merits! That, in turn would also likely help Apple in a number of ways!
But they don’t see it that way. And the bigger fear is that they don’t see it at all. Instead, we’re about to battle about what the definition of a link is. And if that doesn’t work, we’ll get into the weeds of MFNs [most-favored-nation pricing rules]. Appeal after appeal. Delay after delay. Buy time for other revenue to fill in the inevitable gaps. Meanwhile, all of this will just continue the appearance that a $2.5T company is nickel and diming their developers to death. Not a great look.
My take: Siegler speaks for the chattering classes. Apple is focused on the main body of its customer base.