Regular guest on the itnig tertulia. Works at RevenueCat, a remote company serving 150,000+ developers with subscription app infrastructure. Discusses App Store economics, AI token costs, and subscription app trends.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Apple won the monopoly argument in the Epic lawsuit but lost on anti-steering. Even when developers use external payment systems like Stripe, Apple charges 27%. The App Store fee structure remains a significant tax on the app economy with no realistic alternative for developers.