As a developer, the AI I use most daily isn't a chat app. Same for most devs I know. I don't have aggregate data, but the "AI app = chat app" premise feels increasingly off.
The post classifies WhatsApp as a core utility — but WhatsApp has 40x Slack's users while Slack's ARPU is orders of magnitude higher. Some estimates put their total revenue in a similar range, though neither company discloses standalone figures. Leading in WAU and being the highest-value utility aren't the same thing.
Interested in hearing whether you think this accurately captures the state of affairs.