“That is just straight cash flow for the app developer ecosystem, and Apple will find a way to make it back because then those individuals will either lower their prices to get more people to subscribe, or they generally increase price over time by adding a lot more features because they're just so much more profitable.”

If Apple cuts the 30% fee, developers reinvest in features — they don't lower prices

Crowley's read on a hypothetical App Store fee cut: most developers won't pass savings to consumers — they'll reinvest the margin into features and gradually raise prices over time. The implication is that fee relief flows to feature depth and pricing power, not to lower consumer prices, so subscribers should not expect direct savings.