Stellar analysis. Thanks for writing this up.
This is the key question for me. Armchair analysis from the “favourite subscriptions” thread is that we all love subscriptions for apps we depend on, but very few people directly responded to my prompt:
If you conceptualize an app as occupying a “feature space”, most apps have filled that space plenty before switching to subscription. Few, I think, have grown more in post-subscription mode than pre-subscription mode. That’s an important consideration. It’s not even a new one, though:. Revenue growth has rarely directly led to meaningful development. Twitter is probably the most obvious example of this, as their app/service has practically regressed recently.