that's not the market they're thinking of, they're thinking of the total amount of money spent on developers per year, globally, and capturing a percentage of that

They are doing what they've always done skirting the edges of antitrust laws by buying up competitors before they become competitors so that they can shut them down.

Will require a lot of barriers to entry to charge %. Not disagreeing with your statement of their thinking, but will be v surprised if that pans out.