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For a decade now I've been completely stumped just why Meta (and before they were sold, WhatsApp) hasn't tried this. Why is only Musk trying this? It's the incredibly obvious thing to do.

Does Zuck find the idea boring? Is that why he rather do something flashy like "Metaverse"? It's the obvious model to go for and East-Asia has already made that clear since a decade ago.

Even bloody MSN Messenger 15 years ago was more of a super app than WhatsApp.

Now finally Musk says he's going to give it a go, but I reckon he'll struggle because X's penetration, as high as it is, is nowhere near WhatsApp. He's also extremely late in the game, so much that unless he starts buying up incumbents (maybe that's what he needs the $56 bn pay package for), the barriers are now incredibly high. When WeChat, KakaoTalk and Line started branching out, there was no huge incumbent in the areas they competed in.



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