Presumably:

> This second one is instructive: the EU is taking the view that Apple has a monopoly of payment on the iPhone. Market definition is everything. I-am-not-a-lawyer, but I don’t see how Apple can win on Spotify (or Kindle), and I don’t think it should.

And the final sentence:

> Apple finally won the argument with users’ wallets, and that means it’s not niche anymore - Apple has become the navy, and different rules apply.