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The “contagion effect.”

Lawrence Koh, who ran Google Play’s games bizdev, is getting quizzed about a document that seems to show Google running scared.

If I’m reading it correctly, Google was forecasting that 100 percent of top game developers would defect from Google Play by 2020 and that the “contagion effect” would consume an increasing percent of Google’s app store revenue every year, including 6 percent ($630M worth) in 2021, and 7 percent (over $800M) in 2022, for a cumulative total of $2B by the end of that year.