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Loew is showing where Google competes with Apple for developers and users.

Apple only allows certain categories of app, like “reader” apps, to go consumption-only (meaning the developer can let people download it from the app store and let the user access content they paid for elsewhere, like Netflix videos or V-Bucks).

She points out that Google allows games to be consumption-only apps.

She also says developers can communicate any way they want with their customers outside of the app.

Inside the app, she confirms, Google does not allow developers like Down Dog to communicate other ways to pay — but Google argues that has a benefit for developers and users:

“If users have a purchase intent... we believe we convert quicker if they can do it in the moment without friction.”