Facebook Messenger

part of Facebook includes Facebook Messenger Bot Platform

7 statements across 4 episodes · 1 bullish · 5 bearish · 4 people on the record · first statement Jan 2, 2019 by Benedict Evans · said 49 times in 13 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (15), Sonal Chokshi (11), Connie Chan (7), Chris Messina (5), Kyle Russell (3), Frank Chen (3), James Currier (2), Steven Sinofsky (1)

tap a year for its mentions
002555010201720182019episodesmentions
0510201720182019episodes it came up in
002.55510201720182019episodesmentions per episode
2019 46 mentions in 10 episodes 5 per episode
2018 1 mention in 1 episode
2017 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Facebook Messenger, oldest first

Jan 2, 2019 negative
Insight
Evans: Apps building solely inside Facebook Messenger cannot reach $10B valuation
“You aren't ever going to be a ten billion or twenty billion dollar company, because they're not your users, they're all Facebook users.”
Benedict Evans Jan 2, 2019 ▶ 7:21 a16z Podcast | Messaging is the Medium
Jan 2, 2019 neutral
Insight
Evans: Facebook Messenger strategy forces Snapchat to compete with entire app store
“So what effectively what Facebook's trying to do is make Snapchat compete with the whole app store. Because Snapchat is only going to have the content that Snapchat dreams up, whereas Facebook Messenger will have the content that anybody can dream up and decid…”
Benedict Evans Jan 2, 2019 ▶ 7:40 a16z Podcast | Messaging is the Medium
Jan 2, 2019 negative
Opinion
Pierce: Facebook Messenger lacks the network leverage of WeChat
“Facebook Messenger, which is probably the closest US analog to WeChat because WeChat in the US is nothing like WeChat in China, which is really interesting, but Facebook Messenger has this payment backbone. They have sort of an app store. It's not quite the sa…”
David Pierce Jan 2, 2019 ▶ 18:23 a16z Podcast | Messaging As the Interface to Everything
Jan 2, 2019 positive
Prediction Held up
Chen: Insurance sales will move to Amazon, Costco, and Facebook Messenger
“Why aren't I buying more insurance products at Costco or Amazon or through Facebook Messenger? And so, like, that will come.”
Frank Chen Jan 2, 2019 ▶ 23:04 a16z Podcast | Reinventing Insurance
Jan 2, 2019 negative
Insight
Chan: Chatbots slow down e-commerce; messaging should link to web views
“I think a lot of commerce actually doesn't need the conversation. And I don't think it, the dialogue, the back and forth chat is that additive. I take customer service aside from that because that's an instance where I feel like I want someone listening. I wan…”
Connie Chan Jan 2, 2019 ▶ 4:53 a16z Podcast | Bots and Beyond
Jan 2, 2019 negative
Insight
Evans: Creating an app store inside Messenger just shifts discovery problems
“It's like, problem, the app store has two million things in it. Solution, create an app store inside Messenger. Problem, the Messenger app store has two million things inside it. Like, if you haven't actually done something, you have to do some other thing. Al…”
Benedict Evans Jan 2, 2019 ▶ 20:49 a16z Podcast | Bots and Beyond
Jan 2, 2019 negative
Assertion Not checkable as stated
Evans: Facebook Messenger lacks WeChat's circular network effect
“WeChat has achieved the point that its success is circular, that you have to be on WeChat because everyone's on WeChat. Everyone's on WeChat because everyone's on WeChat. All brands are on it. And Facebook clearly isn't in that position at all. Certainly not o…”
Benedict Evans Jan 2, 2019 ▶ 33:22 a16z Podcast | Bots and Beyond
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