I think maybe Apple can force them to do it somehow. And for all the other cases like ordering food, renting scooters, bikes, entering the gym for a one off session I think it’s just going to be competition. If lime has an app clip and bird doesn’t I’ll walk the extra 15 minutes. I did ask quite a few ppl since the announcement and most friends said they just dislike the new service signup soooo much they would be willing to do a physical sacrifice.

Edit: definitely not claiming this will be a mass thing but it’s my gut feeling it would be.

+ it’s a less friction conversation of very difficult segment of customers. That might count for something for some companies.