[sneak]

The Apple App Store is a similar single point of failure and both Uber and Instagram would not have become what they are today if they had not built their businesses on the back of the concept that Apple will not arbitrarily ban them. When they launched, their web apps didn't exist (and you couldn't access gps or photos from web apps anyway, so their services were impossible except for via the App Store).

Then again, so did Tumblr.

[maxbond]

Cynically, if you run the gamut become hugely successful, the rules stop applying so strictly to you (eg banning Uber unilaterally would be a great way for Apple to create Android users, especially if you think about Uber drivers on iPhone) but become a moat to new challengers.