I don't see the point. Spotify's not willing to give up 10% of their Android revenue, they'll still use their own payment. Epic won't give up 15%. South Korea mandated that apps be allowed to have custom payment methods within apps. Why would any big company, whether Netflix, Epic or Spotify, still give Android 10%? It just seems that the "app store pay toll" is getting less and less justifiable; and it seems outrageous that mobile-first startups should give 15% of their revenues to rent-seeking by the #1 biggest company in the world and #5 biggest company in the world.
BTW, this regulatory pushback may really harm Android, because according to Sundar, Google Play constitutes most of Android revenue. With those revenues gone, that's a big chunk of money gone for Google. App Store revenue is also 37% of Apple's profits, so obviously they're fighting tooth and nail, but it's easy to see where things are going. Apple/Google are going to be pretty desperate to prevent a total exodus.
BTW, this regulatory pushback may really harm Android, because according to Sundar, Google Play constitutes most of Android revenue. With those revenues gone, that's a big chunk of money gone for Google. App Store revenue is also 37% of Apple's profits, so obviously they're fighting tooth and nail, but it's easy to see where things are going. Apple/Google are going to be pretty desperate to prevent a total exodus.