Facebook is acquiring tbh, another burgeoning social network; regulators erred in allowing the Instagram and WhatsApp acquisitions, but there is no better place to start enforcing the law than now.
AOL Instant Messenger is dead, and there is a new debate as to whether interoperability killed it. The answer is almost certainly no, but that doesn’t necessarily mean interoperability is a bad thing…or is it?
Tencent’s earnings were good, but as opaque as always. Still, there are insights to be gleaned about advertising in particular, and what that says about Messenger and WhatsApp.
There have been significant developments when it comes to the debate over security, in which reasonable people can disagree; unsurprisingly it is on the verge of shifting to a debate about encryption. This is a fight that has only one right answer.
WhatsApp unsurprisingly dropped their subscription fee and, paradoxically, increased the services value. There are much better ways to monetize messaging. Plus, why it doesn’t matter what car makers do.
Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.