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> The reduction of tracking and ads is a good thing, but that there is going to be a FAANG that is explicitly encouraging this is great news.

It would be a mistake to think this is going to reduce tracking and ads. What it will do is reduce third party tracking and ads. The effect will likely be an increase in poor quality track & ads, as well as encourage consolidation in the mobile app space as those FAANG companies can provide higher quality tracking & ads then small startups who cannot invest as much in their own tracking & ad implementation.

> This is the kind of walled garden I want to see. One with high walls and a door.

It'll be a walled garden alright, but I think not quite what you imagine. It'll be a less competitive market place with far greater barriers to entry.



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