This was probably originally compelled by the EU Digital Markets Act, but what made it a sudden global change is the wide and open cold shoulder the rest of the content and developer world has given Vision Pro.
If Apple couldn't compel Microsoft to make an Xbox app per-game-stream for iPhone, and now Netflix and Google (YouTube) are openly ignoring Apple's latest App Store, right as their App Stores are getting opened up while losing revenue and shrinking to below the value of Microsoft, maybe it's enough red flags for Apple to take the hint that they don't hold all the leverage anymore.