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I think of messaging apps as analogues to a browser, and those who offer services through them as analogues to a website.

Ultimately, any one browser can't store _all_ the links in the world that you might need to use. You need something like a search engine.

So no, I fundamentally disagree with A16Z and the wechat model - just because it worked on limited scale (think Yahoo directory in 1999) - doesn't mean its the way to the future. My $0.02 anyway :).



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