I think Brian Balfour called this well. It's the app store all over again. Have a platform. Open to the developers with a gold rush, then close the doors and monetise and canabalise the best uses cases.
https://blog.brianbalfour.com/p/the-next-great-distribution-...
8 and 16 bit home computers => Internet => Feature phones SMS download codes => App Stores => AI App Stores => ....
Have to collect them all. :)
Distribution has always been monetized. What margin did a retailer take for putting your boxed software on the shelf? How about that magazine ad? Google search? And so on. Get over the idea that a platform should give you their distribution for free.
The problem comes when there is no way for you to own the distribution, pay nothing to the platform, and still be able to build on top of it. That’s the closed portion we should rally (legislate?) against.
There is an argument, similar to mine on distribution, that there is no inherent right that a platform should be open. That the extra utility that comes from being open should make the platform more competitive in the market vs. closed platforms.
The challenge is that with dominant platforms they are monopolistic. There is no chance for competitive forces to reward openness.
These two parts of the debate are often conflated, which hides what is truly troubling: dominant platforms controlling both distribution and access.