01 · The Lead — Read this first
Apple yields for the first time in a decade: App Store cut falls below 20% in year three of sideloading
Stratechery · 6 min read
After ten years of holding the line, Apple is letting the App Store cut fall below 20% as sideloading enters year three. The number is smaller than the shift: the store is no longer the only door.
Developers will read this as permission. Platforms will read it as a precedent. Anyone who ships software should read it first — it rewrites the rest of today's pile.