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.

SHOW NOTES

00:00 Opening and Introductions

01:11 Working with Partners

03:14 The Information Gala and Dress Code

03:45 NFL Playoffs and Sports Betting

07:02 Layoffs at YouTube and Privacy Changes

11:29 Apple Allowing Third-Party Payment Mechanisms

14:56 Frustrations with the App Store

16:21 Importance and Future of the App Store

21:20 Rabbit R1 and AI Powered Gadgets

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

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

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

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

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

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

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

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

46:04 Potential of AI to Make Google Services Stickier

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

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