在Whatsapp被Facebook之前就写过关于Messaging App的文章,谈了Massaging App对与SNS的价值。
http://stratechery.com/2014/social-conglomerate/
在这次收购发生之后他又写了文章分析了Facebook的这次收购行为。要点如下:
FACEBOOK IS SOLELY FOCUSED ON ATTENTION, NOT MONETIZATION
FACEBOOK DOESN’T NEED TO MONETIZE WHATSAPP
FACEBOOK IS BUILDING A SOCIAL CONGLOMERATE
FACEBOOK DOESN’T NEED TO MONETIZE WHATSAPP
THE MESSAGING SPACE GOING FORWARD