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@adrianhon a thing here is that for a lot of the games you've listed there, iOS is not a primary platform for them. it's something those games would have likely skipped, or ported to at some point down the line, if it did well elsewhere.
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@adrianhon it's pulling devs into the non-IAP iOS ecosystem who wouldn't otherwise have been there - which increases the competition for those for whom that was their primary market, but also expands that ecosystem. probably just temporarily, while Apple Arcade is offering good money!