I would argue that the iOS platform (HW/SW and app store) certainly meets the >25 billion annual revenue specified by Warren and should be split from other Apple services, such as Apple Music and rumored upcoming Apple streaming service.

For example, Spotify would have to pay 15-30% of its monthly subscription fee if user paid it through the IAP (which is why Spotify doesn't offer that option), whereas Apple music can do so without the 15-30% fee. Also, Spotify is not allowed to include a link to its website to pay for subscription, because it's against the Apple app store rules. The same applies to Netflix and other digital content/service providers. Apple either gets the 15-30% price advantage, or it gets the added convenience of In-App purchase for the service.

Unless I'm crazy, or HN is messing up, GP completely changed message so this makes no sense now. It used to say something about Apple hiring Al Gore to buy off democrats, and that Google, Amazon, and Facebook should be doing the same.