I think the app store will be in trouble in the future.
I think most non-gaming apps will be replaced by a single AI app that is like a super assistant to you. No need to book on Booking.com app if you can just have your assistant look for what you actually want.
Likewise, I think Google Search is in similar amount of trouble, if not more and faster. Why do you need to search on your own if AI can search 20-30 websites in seconds and find what you're looking for?
Same for things like Microsoft's cash cow Office suites. In fact, Claude already has docs built in.
This is why I think big tech went all in on AI. All their cash cows are under huge threat by AI-first products.
Assistant booking a place for me is last thing I'd want, I want to see ratings, photos, overall look&feel of the place, not spin the wheel and get some random place booked
I bet it's pretty close to a Pareto distribution with 20% of the apps making 80% of the total App store revenue. You can guess which apps those are from Apple's top/editor's choice charts.
Not public, but services like sensor tower make a decent guess based on (I assume) a small set of people who are willing to install what's effectively spyware for $$$.
Its probably just me, but I had to scroll all the way to the bottom, mentioning something about Macs, to verify that this was only about the Apple app store.
I think most non-gaming apps will be replaced by a single AI app that is like a super assistant to you. No need to book on Booking.com app if you can just have your assistant look for what you actually want.
Likewise, I think Google Search is in similar amount of trouble, if not more and faster. Why do you need to search on your own if AI can search 20-30 websites in seconds and find what you're looking for?
Same for things like Microsoft's cash cow Office suites. In fact, Claude already has docs built in.
This is why I think big tech went all in on AI. All their cash cows are under huge threat by AI-first products.
People think it's some kind of genius move or very Apple-like move to not join the AI race.
But who is actually going to build apps on the fly better, faster for you? Siri or Opus 9? Siri or GPT 10 Astra?
When many tasks are done better on a single AI app, the iPhone moat will be greatly diminished which will open up competitors to iOS and Android.
Could bé another similar report about Google's App Store?
Thanks again!