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I thnk that's a fair point but I do think the WeChat examples are compelling. If you think of chat app potential in terms of whales and fishes there could be some big power spenders. Selling 150,000 phones in 10 mins is compelling enough to me to,suggest there's potential there.

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I think a lot of it is cultural. If you look at any portal or popular site in Asia, it's crammed with information and call-outs.

OTOH, US sites and apps have been moving in the opposite direction. Facebook itself acknowledged this by moving to an "unbundled" app development strategy.

That may be true in the past. However, if you taken a look at recent designs, they have been moving towards minimalism.

see: http://pan.baidu.com/wap/welcome

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