Hi, author here.

I'm a fan of KakaoTalk and I specifically include them in the visual: https://cdn.substack.com/image/fetch/w_1456,c_limit,f_auto,q...

I think you're referring to where I quoted Ben Thompson, but he was speaking in a specific sense: that there it nothing like WeChat in the sense of being an OS for an entire nation (not simply being a super app). More context around the quote is here: https://stratechery.com/2017/apples-china-problem/

The quote is indeed a bit dated though, I'll grant that -- is KakaoTalk that dominant in SK now?