Apple may try to increase revenue by doing…something with third-party AI apps
THE SO WHAT
Apple hinting at “third-party opportunities” around AI on an earnings call is code for new toll booths — distribution, payments, or infra — on top of AI apps in its ecosystem. If you’re building on Apple surfaces, assume new policy and revenue-sharing constraints on AI features over the next 6–12 months and price that platform risk in now.
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