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The App Store occupies the chokepoint in Apple's services stack: it is the billing and distribution layer through which one of the iPhone maker's profitable growth engines runs.
That position is now the site of active legal pressure. Court rulings and newly revised App Store rules have begun to weigh on a segment Apple has built to $100bn. The constraint here is structural.
When antitrust enforcement changes how the App Store can operate, whether through a court order or a mandated policy revision, the economic architecture of the services business shifts with it.
The current pressure is landing on both tracks simultaneously.
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