So you’re saying your think Netflix has a strong position due to you having a few android devices laying around for occasional Netflix use in addition to your iOS devices? To me, the argument that people will just buy cheap androids just for Netflix is like, ok maybe 5% will, so then Netflix only loses 95% of their iOS revenue by leaving the App Store. But it’s a completely moot point because it’s very unlikely that Netflix would do something to cause their app to be removed from the store. Like, its always going to be better to have 70% of iOS rev than 0%. It’s kind of like talking about what would happen if Russia nuked the US.

Its true that both companies have a strong position. Netflix just doesn’t have quite as much leverage in theirs.

They’ll be allowed to move the purchase off the App Store just like Amazon / Spotify have done, so long as they don’t link to it directly from the app. The question that remains is when will smaller apps start to follow suit, and will they be able to get away with what Netflix / Amazon / Spotify do, and what will be the effect of this pressure? It’s hard for an unknown developer to say “hey, actually, go to my website to do this and heh, sorry but, I can’t link you there!” But for behemoths, it’s almost trivial to do so. There will still be user drop off there even for behemoths, just likely not as bad.