I don't think I agree with all of his points but I do agree with his point that other countries outside the EU will try to persuade Apple that they want Apple to play by those rules. They'll be under a lot of pressure to roll out what they do there elsewhere. And the argument that they can't goes away the second they show that they can in the EU.

And of course everybody forgets about the Chinese market where Apple has been playing by Chinese rules for many years (which isn't great for privacy, obviously). So that's three separate markets where they are treating users very differently.