If Apple penalized apps for having many users that would be cataclysmic to their platform, though I image they'd work out sweetheart deals with Facebook etc.
It could be like a platform subscription fee, but the app developer pays instead of the user.
The justification would be something like, "a more equitable and transparent system that aligns costs with platform usage and developer access to the user base, while also potentially fostering a more diverse and competitive app ecosystem" (generated)
I left Apple years ago, right on the battery-gate scandal. Since I'm in Android since, I imagine that if Google Play Store would introduce a fee to "a more equitable..." I would do all my 'shopping' to Aurora, APKPure, and others.