Moat owners be defending them moats. They're so much more well established they can change their positions in a few years if need be or absorb them. Boring for sure but expecting the app store of games to follow almost-not-developed speculative stuff is a bit optimistic. In 10 years of course you'll have them in steam store that's a given but in the space until then I fully expect 99% of them to lose 99% of value or more.