Apple’s Audacity

In 2018 I called it Apple’s Middle Age:

The long-run came quickly: one year later CEO Tim Cook had to issue a revenue warning thanks to slumping iPhone sales; after four years of accounting for between 68-70% of Apple’s revenue in the company’s fiscal first quarter, the iPhone suddenly only accounted for 62%. Over time Facebook extended its data collection far beyond the Facebook app: both it and Google have a presence on most websites, and offering login services for apps not only relieves developers from having to manage identities but also give both companies a view into what their users are doing. Then came the bombshell in Apple’s Updates to the App Store Guidelines:

Apple is going to leverage its monopoly position as app provider on the iPhone to force developers (who use 3rd party solutions) to use Sign In With Apple.

Source: stratechery.com