Asian Influence In Messaging Apps
Semil Shah stashed this in Technology
I'm not a big mobile messaging app user, but lately I've heard the following and want to hear more about your thoughts on this:
1 - MessageMe is very similar to Whatsapp, which has very high growth in India.
2 - Path is very similar to Line (Japan), Kakao (Korea), and WeChat (China).
What I'm curious to learn more about is -- why are western apps in this category being influenced by their Asian counterparts? What's the bigger trend here, or is this just a fad for this category?
I didn't realize Path was so similar to Line, Kakao, and WeChat until I saw this:
Line has stickers:
So does Cubie:
And now so does Path:
Source of these comparisons:
Why are Western apps influenced by their Asian counterparts?
Because the Asian counterparts make a lot of money.
By the way, Kakao has as many users in the U.S. as Path does: 3 million.
And both of them are looking more like WeChat everyday:
Even Facebook is becoming like WeChat:
According to a friend who uses WeChat, similarities are superficial and WeChat is far superior.
Yes. So aside from money/revenue model, why is this all happening -- what is the bigger trend?
There's furious competition in the space right now...
...because the winner will have high engagement and possibly the scale of Facebook.
This does feel like a winner-take-all situation.
Probably why Facebook cut off MessageMe.
And in a WTA situation, what are the chances in your opinion the winner is not from the US? Will western users default use an Asian app?