Great post, and an important subject. Mobile distribution is so important, and it's hard to see how "consumer web3" can have its mobile moment as long as Apple keeps up its current stance.
What do you think the driver/incentive would be for Apple to change their stance voluntarily?
Side note: It will be interesting to see if more information surface this year about Apple's work to open up for third-party app stores and payment rails to comply with new EU regulations. That could be a trigger, I guess.
Totally agree with controlling your destiny — your domain, your content, your contacts, your keys. That’s the dream. But it’s a steep hill to climb with time in browser trending down to 10% compared to time in app.
Which revenue pill do you take? 9X potential at 30% discount or 1X potential at 3-5% discount best case?
These numbers won’t reverse easily. Our feeling is that consumer founders leveraging web3 will need to build for both with a strategy to “upgrade” users to direct channels over time. That upgrade incentive will need to be huge and will cut hard against the grain assuming Apple makes no change.
Network tokens/ownership spread across your userbase behind your app seems like the most compelling (and defensible) play between now and 2030.
Great post, and an important subject. Mobile distribution is so important, and it's hard to see how "consumer web3" can have its mobile moment as long as Apple keeps up its current stance.
What do you think the driver/incentive would be for Apple to change their stance voluntarily?
Side note: It will be interesting to see if more information surface this year about Apple's work to open up for third-party app stores and payment rails to comply with new EU regulations. That could be a trigger, I guess.
Totally agree with controlling your destiny — your domain, your content, your contacts, your keys. That’s the dream. But it’s a steep hill to climb with time in browser trending down to 10% compared to time in app.
Which revenue pill do you take? 9X potential at 30% discount or 1X potential at 3-5% discount best case?
These numbers won’t reverse easily. Our feeling is that consumer founders leveraging web3 will need to build for both with a strategy to “upgrade” users to direct channels over time. That upgrade incentive will need to be huge and will cut hard against the grain assuming Apple makes no change.
Network tokens/ownership spread across your userbase behind your app seems like the most compelling (and defensible) play between now and 2030.