More broadly, what does the landscape look like in 5 years? 10 years?
I'm also skeptical that chat is worth as much as I'd once thought. If it's not paired with an enterprise solution (Slack, Teams, Hangouts/Allo/Meet/Whatever), it has to make money on ads or premium features (emotes, stickers, "server boosts").
Google and Facebook are about to get reamed by the DOJ for anti-competitive practices, and I'll wager that privacy is one of the talking points. If you can't use chat to enhance your advertising moat, what then? Sticker sales can't amount to that much, and ads without purchase intent or social graph knowledge are pretty low value.
Penetration, profitability, etc.
More broadly, what does the landscape look like in 5 years? 10 years?
I'm also skeptical that chat is worth as much as I'd once thought. If it's not paired with an enterprise solution (Slack, Teams, Hangouts/Allo/Meet/Whatever), it has to make money on ads or premium features (emotes, stickers, "server boosts").
Google and Facebook are about to get reamed by the DOJ for anti-competitive practices, and I'll wager that privacy is one of the talking points. If you can't use chat to enhance your advertising moat, what then? Sticker sales can't amount to that much, and ads without purchase intent or social graph knowledge are pretty low value.
I'm curious what people's thoughts are.