I think it’s a good product. The problem with all these chat apps (as companies to invest in) is there’s no moat; as soon as a more convenient or better option

I think it’s a good product. The problem with all these chat apps (as companies to invest in) is there’s no moat; as soon as a more convenient or better option comes along, people will switch. There’s not a big integrated community or advantage to sticking to one app. Which doesn’t mean they can’t and won’t make plenty of money, just that I don’t buy into any hype around them.