Appfigures: Global app releases jumped 60% this year, iOS 80%

The first-order implication is not simply more apps, but a lower barrier to supply creation that shifts power toward platform gatekeepers. When app development becomes commoditized by AI copilots, the scarce asset is no longer code but distribution, trust, and review integrity — all of which accrue disproportionately to Apple. That is mildly supportive for AAPL because a higher-volume app ecosystem increases the value of its storefront, payments rails, and search ads, while also making its curation layer more important to developers and consumers.

The second-order risk is quality dilution. A surge in low-friction launches typically worsens discovery economics: more spammy submissions, more refund friction, and higher moderation costs. Over the next 3-12 months, that should widen the gap between apps that can buy attention and apps that can earn it, favoring incumbents with existing user graphs and monetization budgets, while squeezing smaller developers and pure-play indie tooling vendors. It also increases the odds of regulatory scrutiny around app review standards and scam prevention, which can create headline risk but also reinforce Apple’s moat if enforcement remains credible.

The contrarian read is that this is mildly bullish for platform monetization but not necessarily for the broader “AI app boom” narrative. Easier app creation can actually compress unit economics by flooding the market with interchangeable products, making retention harder and customer acquisition more expensive. The market may be overestimating how much of this supply growth converts into durable revenue; in the near term, the winners are the toll collectors, not the builders.