There's a point where the phone becomes similar to infrastructure, and allowing a single market actor to charge 30% tax on anyone using the roads, for any business conducted where someone took a road to get there, is ridiculous.
I'm not saying the App Store is infrastructure-like. But the market share of Apple is so large, and it's quasi-impossible to conduct consumer business without being required to have a native app... that it's starting to be infrastructure-like.
Can a viable B2C online business exist without being present via a native app? It seems untenable due to consumer expectations. Consumers also expect to be able to drive to coffeeshops, yet road providers don't charge 30% taxes on coffeeshop revenues.