> But consumer software spending was something very niche before Apple expanded the market.
LOLNO :-)
The web is and was a major consumer "software" platform. We just don't have raw numbers for it because it's so distributed, my guess is that it's still bigger than these walled gardens combined.
The web would be even bigger if said walled garden makers wouldn't c**block it by not investing in progressive web apps & co (while they are investing like crazy in their walled gardens, of course).
30 years ago was 1994. Most people did not even have a personal computer. Consumer software was a super niche product.
Subscription online software for consumers was not a big market until pretty recently. As a matter of fact, from the top of my head I cannot think of any such software that is very popular for consumers. Or do you refer to subscription entertainment?