Going back to my prior example, selecting an AR Effect/Lens on TikTok/Insta/Snap and is kind of akin to a mini app store if you think about it: https://sh1ftdigital.com/wp-content/uploads/2020/09/IMG_8904...
Apple clearly doesn't think these are the same thing either as demonstrated by their explicit policies allowing the former and their attempt to block cloud streaming apps from providing the latter, later turning into explicit policies specifically allowing it for cloud streaming apps and only cloud streaming apps, not Roblox-like apps.