Jun. 18 at 9:55 AM
$APPS sits between carriers and device makers on one side, app developers and advertisers on the other
$T $VZ $GOOGL $AAPL Samsung all upstream. they need those relationships to work or the whole thing falls apart
but if it does work then every app install, every ad delivered, every piece of content is touching their platform, its a tiny company w. a massive surface area
