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Published: Jan. 19, 2024, 10 a.m.

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As regulators move in, the gang discusses the future of Apple and Google's app stores and their role over the next decade. Plus, the new layoff normal and Silicon Valley gets classy.

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SHOW NOTES

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00:00 Opening and Introductions

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01:11 Working with Partners

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03:14 The Information Gala and Dress Code

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03:45 NFL Playoffs and Sports Betting

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07:02 Layoffs at YouTube and Privacy Changes

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11:29 Apple Allowing Third-Party Payment Mechanisms

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14:56 Frustrations with the App Store

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16:21 Importance and Future of the App Store

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21:20 Rabbit R1 and AI Powered Gadgets

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27:31 ChatGPT App Store as a Potential Competitor to the Apple App Store?

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28:23 Difference in Distribution Advantage between the ChatGPT App Store and Facebook Platform

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29:05 Importance of Distribution Opportunities for Developers on New Platforms

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30:03 Collapse of the Economic Model of Facebook Platform and the Potential Challenges for the ChatGPT App Store

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32:55 Potential Advantage of Google Integrating a Bard App Store

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33:30 Uncertainty of Monetization and Revenue Opportunities for Developers on AI App Stores

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36:05 Long-Term Competition between Apple, Google, Meta, and Adobe in the AI and Platform Space

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42:43 Debate on the App Store's Anti-Competitive Practices

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46:04 Potential of AI to Make Google Services Stickier

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47:41 Use of AI and Language Learning Apps for Children

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48:47 Announcement of a New Season of More or Less and Future Plans

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