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cover of episode How Apple lost control of the App Store

How Apple lost control of the App Store

2025/5/2
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The Vergecast

AI Deep Dive Transcript
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D
David
波士顿大学电气和计算机工程系教授,专注于澄清5G技术与COVID-19之间的误信息。
E
Eli
J
Jake
考虑在低收入年份进行 Roth 转换以优化税务规划。
N
Nilay
Topics
Nilay: 我认为我们创办The Verge的目的之一就是为了报道苹果公司惹麻烦的新闻,这次苹果公司因为按钮和链接的差异以及它们应该收取多少费用而陷入困境。法官在Epic诉苹果案中做出了裁决,该裁决以苹果公司意想不到的方式重塑了应用商店。Epic诉苹果案是现代科技反垄断时代的开端,当时还无法预料到Meta、谷歌和苹果都将面临联邦的反垄断诉讼。Epic公司积极主动地挑起了这场争斗,并采取了引人注目的行动来挑战苹果公司的垄断地位。法官认为苹果公司违反了加利福尼亚州的不公平竞争法,因为苹果公司禁止开发者告知用户可以在其他地方以更低的价格购买数字产品和服务。苹果公司禁止开发者在应用内链接到其他网站,从而限制了互联网的访问。Epic公司主要赢在了反引导条款上,即允许开发者告知用户可以在其他地方以更低的价格进行交易。苹果公司最大的规则是开发者必须向苹果公司支付费用才能在其应用中添加购买按钮。开发者想要拥有自己的应用商店的主要原因是为了降低苹果公司的佣金。竞争导致了结果,苹果公司修改了规则以允许模拟器进入应用商店。苹果公司没有认真对待判决,并试图通过虚假合规来继续获得它想要的东西。法官认为苹果公司没有遵守法庭命令,并因此对苹果公司处以更严厉的处罚。法官的判决是最终的,不容谈判。 David: 法官认为苹果公司违反了加利福尼亚州的不公平竞争法,因为苹果公司禁止开发者告知用户可以在其他地方以更低的价格购买数字产品和服务。苹果公司禁止开发者在应用内链接到其他网站,从而限制了互联网的访问。Epic公司主要赢在了反引导条款上,即允许开发者告知用户可以在其他地方以更低的价格进行交易。苹果公司最大的规则是开发者必须向苹果公司支付费用才能在其应用中添加购买按钮。开发者想要拥有自己的应用商店的主要原因是为了降低苹果公司的佣金。竞争导致了结果,苹果公司修改了规则以允许模拟器进入应用商店。苹果公司没有认真对待判决,并试图通过虚假合规来继续获得它想要的东西。法官认为苹果公司没有遵守法庭命令,并因此对苹果公司处以更严厉的处罚。法官的判决是最终的,不容谈判。法官认为苹果公司没有对30%佣金进行合理的评估。法官认为苹果公司选择的数字使得开发者很难离开应用内购买。Phil Schiller是苹果公司中唯一一个看起来表现良好的人,因为他建议苹果公司不收取佣金和费用。法官认为蒂姆·库克做出了错误的选择,并明确指出苹果公司必须遵守法庭命令。如果苹果公司能够让应用内购买对开发者更有吸引力,那么开发者就会选择应用内购买。 Jake: 苹果公司最初的裁决比较狭隘,并且开放式地允许链接和按钮。苹果公司内部讨论了各种合规方案,但最终选择了最糟糕的方案。法官认为苹果公司每次都选择最糟糕的方案,从而维持了现状。法官认为苹果公司没有真正遵守法庭命令。 Eli: 苹果因在法庭上撒谎而被判犯有藐视法庭罪,并且将面临刑事诉讼。

Deep Dive

Shownotes Transcript

Everywhere you look, antitrust fights have the potential to reshape the tech industry. Nilay, David, and The Verge's Jake Kastrenakes start by digging into the latest ruling in the Apple / Epic trial, in which a furious judge rips open the App Store in a way Apple likely never saw coming. The way we pay for apps is about to change, and fast. After that, it's time for an update on the Google and Meta trials, as Google tries to preserve its search empire and Meta tries to make the case that basically every company on the web is its vicious competitor. Finally, in the lightning round, it's time for another installment of Brendan Carr is a Dummy, plus some notes on this week's Worldcoin launch and the strange new Meta AI app. Also: party speakers. Always party speakers.

Further reading:

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****A judge just blew up Apple’s control of the App Store)

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‘Cook chose poorly’: how Apple blew up its control over the App Store)

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The future of the App Store depends on the difference between a ‘button’ and an ‘external link’)

Apple must allow other forms of in-app purchase, rules judge in Epic v. Apple)

Apple exec ‘outright lied’ during Epic trial)

Apple confirms it will appeal the App Store order.)

Epic says Fortnite is coming back to iOS in the US)

Sundar Pichai says the DOJ’s antitrust plan could kill Google Search)

Google confirms it’s close to getting Gemini support on iPhones)

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The TikTok ban is back in court — in Meta’s antitrust trial)

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TikTok’s head of operations takes the stand.)

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Reels isn’t Instagram’s ‘core’ experience.)

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TikTok doesn’t compete with Meta for ‘personal social networking.’)

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TikTok’s legal entanglements collide.)

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The TikTok ban makes another cameo.)

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TikTok’s friends tab is not exactly a hit.)

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TikTok and Reels are ‘indistinguishable.’)

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__Are YouTube and Instagram the top competitors for TikTok? __)

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TikTok predicted Instagram would redesign its app to focus on Reels.)

Meta prepared for a ‘flood in traffic’ ahead of the TikTok ban.)

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Facebook execs worried Google would buy WhatsApp and make it ‘a cross-platform iMessage.’)

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Facebook worried most about Google or Apple buying WhatsApp.)

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Google had a ‘long shot’ chance of becoming competitive in social with WhatsApp.)

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Facebook exec worried about losing the business to mobile messaging apps.)

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‘I was really worried that this could become the end.’)

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__‘This shit is getting scary.’ __)

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WhatsApp showed ‘absolutely no signs of morphing’ into a social app.)

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Facebook floated starting from scratch on messaging.)

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Facebook didn’t know how it would make money from WhatsApp.)

Facebook didn’t fear WhatsApp becoming a social competitor.)

Meta releases AI app to compete with ChatGPT)

Brendan Carr congratulates himself)

Brendan Carr’s FCC is an anti-consumer, rights-trampling harassment machine)

Brendan Carr’s Bizarro World FCC)

Sam Altman-backed Worldcoin cryptocurrency launches in the US))

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