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The a16z Show

a16z Podcast: Messaging As the Interface to Everything

The a16z Show

a16z

Culture, Business, Science, Disruption, Technology, Software Eating The World, Entrepreneurship, Innovation

4.21.2K Ratings

🗓️ 28 August 2015

⏱️ 44 minutes

🧾️ Download transcript

Summary

Messaging app WeChat tells us a lot about mobile and business in China. In a recent deep-dive primer on the WeChat phenomenon, a16z partner Connie Chan analyzed WeChat and the notion of app-within-apps, payments as a gateway drug, platforms vs portal...

Transcript

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0:00.0

Hi everyone, this is Sonal. Welcome to the A6 and Z podcast. We have two guests joining the pod today,

0:06.6

longtime A6 and Z partner Connie Chan, who focuses on China and Wired senior writer David Pierce,

0:13.2

who was formerly at the verge. Connie is our resident China expert, and we recently wrote a sort

0:18.2

of ethnographic deep dive on how we chat works and what it tells us about mobile and business in China.

0:24.5

On the exact same day we shared our primer, David wrote a piece in Wired about WeChat and the universal interface that is messaging.

0:30.9

We're kind of jealous actually because his headline also said screw texting.

0:34.7

As David noted, a great messaging app could be to the web browser what the

0:38.4

browser was to the internet before it. Both Connie and David touch on the theme of how a messaging

0:43.0

app can essentially become an operating system for our lives. And so that's where we'll start

0:47.0

the conversation. So in the course of writing the piece that I wrote, one huge unanswered question

0:52.1

that I still kind of have is why does this work so much

0:56.0

better in China than anywhere else? Well, I think there's a number of things in China that make it a

1:01.3

ripe environment for WeChat to really take off. One is email penetration is actually much

1:06.5

lower in China than it is in the States. Also, for people who are constantly texting, there's a lot of

1:12.2

SMS spam in China. And I think a third contributing factor is people, it's very common to have more

1:18.5

than one phone number. A lot of people I know have multiple SIM cards, or there might be picking up other

1:23.5

devices and having multiple phone numbers. And so it's an environment where it's really

1:28.0

hard to figure out how to contact someone. Yeah. And I feel like there's a big part of that that's

1:32.6

just, there's so little sort of technical inertia in a lot of that stuff where China has grown

1:39.5

so fast and they've kind of skipped things like email and these sort of these things that weigh us

1:45.6

down in places like the US now where they're they're not using laptops as much as we are like

1:50.5

for so many people I should know this number off the top of my head but I don't there for so many

...

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