"Apple has brazenly, in broad daylight, stormed into the Bank of Facebook, looted its most precious resource... and fled the scene."
From Eric Benjamin Seufert's "Apple robbed the mob's bank, part 3" posted Monday on Mobile Dev Memo:
Last week, Apple announced that it will add two new advertising placements to the App Store: a featured placement on the App Store’s Today page, which is the first content visible when the App Store is opened, and a sponsored placement on individual App Store product pages in a new content section labeled with “You Might Also Like.” Both of these placements will be clearly marked as ads, and both will be exclusively serviced by Apple’s own Apple Search Ads platform.
Back in May 2021, one month after Apple rolled out its App Tracking Transparency (ATT) privacy framework through iOS 14.5, Apple similarly introduced a new advertising placement in search results. I characterized this commercial maneuver in the wake of ATT as akin to robbing the mob: Apple handicapped the performance of app advertising on display networks and then immediately expanded its own advertising business through proprietary ownership of the App Store and privileged access to user engagement and monetization data (advantages which I unpack here). From Apple robbed the mob’s bank:
My take: Harsh, but not far off the mark. Spoken like a someone who has made money tracking apps. Like Angry Birds, for example.