There's likely a third aspect: Fb (& Snapchat, et al) framing/reframing their services to be more familiar/comfortable for East Asian users as the business case makes competing in those markets increasingly appealing/unavoidable.
As others have noted, the truth is probably some combination of all of the above (and then some).
I doubt anyone has any idea how these concepts will play outside Asia. Snapchat has been crowing for some time now about their intentions to become Tencent West, but their success to date hinges entirely on the core offering. Is anyone—aside from strippers[0]—using Snapcash, for instance?
There's definitely something fascinating about this sort of nested bundling (social recommendations within a ridesharing service within a maps app, etc.) but I don't know if there are strong indications that American/Western users want that. It seems to me that the logic is "500 million Chinese can't be wrong!"—maybe? But the West hasn't even seen one messaging platform to rule them all since AIM, lately there have been far more web/mobile unbundling success stories, and I'm not sure what would turn that tide.
[0] http://www.nytimes.com/2015/02/26/style/strippers-go-underco...