Ben Gilbert: evaluation

Transcript context

…Totally. 2019 is the clash between Valve, Steam, and the Epic Games Store. Valve responds—they cut their take rate to 25%. They’re going back and forth. But really, this is setting the stage for what would happen now this year. One other conflict that happened previously too is with Google where Epic basically said, look, we're not going to go through Google Play anymore. Because Android, you have this nice open platform. You brag about it being an open platform. We are going to have people download the APK where they’re just going to sideload and install the app directly. What Epic and all of the people who want to play Fortnite on Androids realizes, there’s a litany of oh my God, you’re about to get your phone hacked dialogues that come up between downloading that app and getting to play it, and every time there’s an update. This is something that Epic walked back from and eventually did list on the Google Play Store because Google, as Tim calls it, has a fake open ecosystem. Despite getting to proselytize about how the Google Play Store is not the only way to launch on their platform, in reality, it is. Then this year, Epic decides to take this fight directly to, as you said, not just Google, but Apple.…

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