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This article in one sentence: "the developer of a small app switches to a third-party app store because Google Play ignores him." This doesn't hurt the balance sheet ($150 a month to Google is nothing), and doesn't affect the moat (this app isn't strategically meaningful and didn't even go away--it just moved).
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They chose to not monetize at all anymore because they decide it's not worth the hassle due to having other sources of income. If they didn't have the other sources of income, it doesn't sound like he'd choose to move somewhere else.
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