The Leadership Letter

Real correspondence from the people running real companies — and what it reveals about leadership.

Neutralize a Rival by Absorbing Their Ambition

When a partner tries to build a competing store, don't fight the ambition — offer to power it.

Jim and I met with Jay Kim from Samsung yesterday, with the primary agenda item being how we can collaborate better on games/app store stuff. This was direct follow-up from the strong message we delivered to Samsung execs at GDC. TLDR: Potentially on orders from DJ, the Samsung games/app store teams are 'willing to work with us to figure out collaboration' and would like to have a workshop in SF on the afternoon of February 20, after the GS10 Unpacked Event.

Here is what Jay said about Samsung's goals: • Primary motivation for investing in Games is to compete with Apple • Secondary motivation to have some differentiation vs. the Chinese OEMs • Also, YJ Kim (head of services) has a revenue target in this area

They have four areas of tactical focus: 1) Deep dev tech collaboration with devs to get top games working well on Samsung devices. 2) Ability to promote/curate games optimized for Samsung 3) Ability to offer 'special things' to users in games on Samsung devices — i.e., unique IAP items 4) Participation in revenue in some form

Samsung would value tying up with a Google dev tech effort on games. They are open to a world in which games they promote in the Samsung Store are fulfilled by Google's back end, but would want some participation in economics and the ability to offer unique IAP items to users on Samsung devices.

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Court Exhibit
In re Google Play Store Antitrust Litigation (Epic v. Google)
3:21-md-02981 (CAND), Doc. 887-74, filed 2023-12-21
February 7, 2019
Public domain
View the primary source →