alt Hacker NewsI don't disagree with this. I don't honestly see how it relates to your previous comment that I responded to though. It seems more like support for my rebuttal, which is that the moat is what matters, not whether the revenue is a "rounding error" compared to their other businesses.
This article in one sentence: "the developer of a small app switches to a third-party app store because Google Play ignores him." This doesn't hurt the balance sheet ($150 a month to Google is nothing), and doesn't affect the moat (this app isn't strategically meaningful and didn't even go away--it just moved).