From reading the transcript it reads to me that Reddit says Apollo is costing them $20 mil a year from lost opportunity cost, which I take to mean advertising/tracking et? The Apollo dev seems skeptical of that cost and is jokingly suggesting that if they cut him a $10 mil check, they can make it up in 6 months purely from getting that "opportunity" back with the added benefit Apollo just disappears.

I look at less of a threat and more of a calling the bluff...