What I learned from Facebook buying WhatsApp, by Adam Rifkin | LinkedIn
Gregory Alan Bolcer stashed this in Acks
Interesting metrics and insights. Another tidbit, WhatsApp rivals SMS for daily messages sent.
Wow I didn't realize WhatsApp is as big as SMS!
Free social-messaging applications like WhatsApp cost phone providers around the world -- from Vodafone to America Movil (AMX) and Verizon (VZ) -- $32.5 billion in texting fees in 2013, according to research from Ovum Ltd. That figure is projected to reach $54 billion by 2016.
They are hurting the SMS providers $32 BILLION per year, up to $54 BILLION by 2016.
Do they make it up with more links to web, consuming more bandwidth?
Between this and Instagram, I learned that user/engineer ratio is an important metric if you want a large exit/valuation.
Which makes no sense. In general, the more great engineers, the better it is for the company, since, you know, the engineers actually build things.