This is the kind of spin I like. Reality. Horace Dediu:
The bundling and binding of content into specific distributors creates a walled garden effect. This extends beyond video content to games (a larger business than film, at least at the box office, see below) and to apps. Arcade games are Apple-exclusive. Many apps which depend on Watch, AR and other unique technologies become exclusive, and of course unique titles.
Content that is Apple exclusive has the capability to be a huge moneymaker. “They’re in a billion pockets, y’all.”