path

I was a guest on the Tech-Know show on Channel News Asia earlier today and asked to comment about privacy in social networks, and specifically, about an app called Peep. Peep is like a structured group chat, and kinda like Path.

The big point I made on the show is that while private social networks like Peep are a huge trend, it’s one that’s been happening for a while. For most of us, chat apps are our private social networks, and why Facebook acquired Whatsapp for $19 billion.

So for apps like Peep to add value, they have to demonstrate what they can do better above and beyond chat apps.

It’s a tough hurdle, and I’m not sure Peep clears it.

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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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