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Great Comparison of Amazon’s Alexa approach vs. Microsoft, Google, Facebook: Amazon’s Operating System (Ben Thompson)

It was apparent on day one that the Echo was a much more compelling product than the Fire Phone:

  • The physical device (the Echo) was simply a conduit for Alexa, Amazon’s new personal assistant. And critically, Alexa was a cloud service, the development of which Amazon is uniquely suited to in terms of culture, organizational structure, and experience.
  • The Echo created its own market: a voice-based personal assistant in the home. Crucially, the home was the one place in the entire world where smartphones were not necessarily the most convenient device, or touch the easiest input method: more often than not your smartphone is charging, and talking to a device doesn’t carry the social baggage it might elsewhere…

Source: Alexa: Amazon’s Operating System – Stratechery by Ben Thompson

Fine Piece from a good Buddy: Messaging — A Game of Thrones (Malte von Medem)

Facebook is creating a new web. With one single King. We might want a “United Federation of Planets” instead.

The basic idea goes: Everyone uses Chat-Messengers. It is the dominant medium today.

The money bet goes: “(Chat) Conversation” is a great new way for businesses to interact with customers in a million ways. Creating a great platform and — if used dominantly — a new web over time.

Many great ideas from startups have been seen, messengers added platforms (Kik, Telegram, Slack, Skype, WeChat) & one player tries to own it all: Facebook…

Source: Messaging — A Game of Thrones — Medium

AI is absolutely essential for the Messaging Platform Business Model to take over the World (of B2C) (André Cramer)

Over the course of the last weeks and months you couldn’t escape news and stories about messaging platforms going after B2C use cases à la “order me some food”, “book me a hotel room” or “I need a ride downtown in 30 minutes”.

Pioneered and taken to huge success in Asia by platforms like Weixin/WeChatLINE and Kakao, especially Facebook with its two behemoth platforms Messenger and WhatsApp is taking decisive actions to bring businesses and consumers together on their platforms. Kik is even faster, having just launched such a botstore for brands. In their launch line-up are 18 well-known brands such as Sephora, H&M or The Weather Channel. And with these moves, communications platforms will tap into significant revenue streams in the form of rev shares and commissions for being the facilitator between businesses and consumers in everyday Transactions.
Continue reading “AI is absolutely essential for the Messaging Platform Business Model to take over the World (of B2C) (André Cramer)”

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Facebook’s Messenger Bot Store could be the most important launch since the App Store (TechCrunch)

If Facebook announces the “Messenger Bot Store” at F8, as many predict, it would be arguably the most consequential event for the tech industry since Apple announced the App Store and iPhone SDK in March 2008.

Even Steve Jobs could not have foreseen the impact of what he described as “a new application that lets users browse, search, purchase and download third party applications directly onto their iPhone”…

Source: Facebook’s Messenger Bot Store could be the most important launch since the App Store | TechCrunch

Pretty good overview and thoughts on: The Messaging Landscape in 2016 (Ben Eidelson)

There’s a surge of excitement around messaging as a new platform and the idea of ‘Conversational Commerce’. There are a number of great pieces and podcasts that have been published documenting and forecasting the new ways we will see messaging used in 2016. I recommend reading them all. What I would like to add to the conversation is the why, how, and who will get us there. This is my snapshot of why messaging is so interesting and a map to help understand the stack. There is a lot to cover, so this is broken up into three sections…

Source: The Messaging Landscape in 2016 — Medium

Messaging app Line plans up to $3 billion dual IPO in New York and Tokyo (VentureBeat)

HONG KONG (Reuters) — Messaging app operator Line Corp, which is owned by South Korea’s largest web portal operator, Naver Corp, plans an initial public offering of up to $3 billion in New York and Tokyo, IFR reported on Friday, citing people close to the deal…

Source: Messaging app Line plans up to $3 billion dual IPO in New York and Tokyo: IFR | VentureBeat | Mobile | by Reuters

6-fold YoY Increase, but still humble: Snapchat Expects Revenue of $300 Million or More This Year (Re/code)

Investors are buying into Snapchat’s massive $16 billion valuation because its business is growing significantly. Or at least expected to grow significantly in 2016.

Snapchat is targeting between $300 million and $350 million in revenue in 2016, according to multiple sources familiar with the company’s plans. That’s six or seven times the $50 million in revenue Snapchat projected last year

 

Source: Snapchat Expects Revenue of $300 Million or More This Year | Re/code

Extension of Business Model to official B2C Features: WhatsApp Ditches $1 Annual Fee, Tests Business Accounts But No Ads, Says CEO (TechCrunch)

Today at the DLD conference in Munich, Germany, the CEO of Facebook-owned WhatsApp made a couple of big announcements about how the messaging app plans to evolve to its next phase as it…

Source: WhatsApp Ditches $1 Annual Fee, Tests Business Accounts But No Ads, Says CEO | TechCrunch

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