path

Yesterday, Path launched version 4.0 of its app.  Version 4 is an incremental improvement over version 3 and there is now a new standalone messaging app.

Path is supposedly doing alright, growing from 1.5 million DAUs at the beginning of the year to 4 million.  A TechCrunch article further states that:

Southeast Asia is now its biggest market, with the U.S. coming second, but Path is also seeing some user growth from the Middle East.

While TechCrunch will readily accept Path implying it’s popular in South East Asia, data from App Annie shows that it’s really just Indonesia.

I spoke to a couple of friends in Indonesia on why they use Path.  The country has distinct characteristics that make Path a useful product there — perhaps uniquely — but that usefulness isn’t in messaging as the company believes.

It would be a mistake for Path to extrapolate too much from Indonesia into a company-wide bet.  Though I suppose they have to go somewhere.

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