[Lutger]

I imagine he would argue that such type of malls are a bit like feudal lords, he's otherwise clearly assuming malls have fixed rent.

The missing part, I think, is the monopolistic nature of big tech. In some domains, you can't do business anymore if you're not on one or most of meta's networks. You can't publish an app anymore if you don't pay rent to google or apple. The technoserf has no choice but to voluntarily share profits with his feudal lord.