David Rosenthal: belief

Transcript context

…And why would they do that? They have a per-seat license model, not a cut of revenue model. Frankly, without having studied Unity enough, they may want to switch to the cut of the revenue model at some point. If anything, it's surprising that Unreal is the one with the cut of revenue model given that they are the high-end platform, and Unity is the SaaS model given that they're the low-end platforms. You would think that as a low-end platform, you'd want as many developers coming on to the platform as possible, unless you wouldn't want to have any incentive or any barrier for them not to. Now, I think you can start using Unity for pretty low, or no fees as an indie developer. Yeah, that's an interesting point too. Getting back to if Epic refuses to blink and then Apple kicks them off. Obviously, some kind of compromise is the best thing for everyone, including customers. It's only 12% of Fortnite's revenue. It would suck to lose out on that revenue, but it's also not the end of the world. It's not where most people are playing Fortnite. To me, is it that bad for Fortnite to not be on your iPhone? I don't think it's that bad. Is it that bad for Apple that the most popular game is not on your phone? I think it's worse for Apple.…

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