“These third-party marketplaces probably make the most sense in two specific cases out of the gate. One is if you're a AAA game and you charge up front — Nintendo could launch the Switch store with backbone as a controller and you pay $30 up front. The second is a more B2B marketplace where you know you're going to have a much higher LTV.”

AAA paid-upfront games + multi-seat B2B = cleanest marketplace launch plays

Both viable opportunities share the same property: tight control over downloads so the per-install Core Technology Fee doesn't compound on free riders. $30-60 upfront for an AAA game absorbs the €0.50 CTF easily; $30/month B2B seats with no viral motion do the same.