Nicolas Petit @competitionprof.bsky.social · 29/03/2025As my co-author David Teece would say, it was only a matter of time until digital platforms with substantial positions in messaging services and advanced LLM capabilities would *sense* business opportunity in technical complementarities 3/n 100
Nicolas Petit @competitionprof.bsky.social · 29/03/2025These platforms are now *seizing* value creation potential through product integration. Meta's recent move with WhatsApp is a prime example 4/n 100
Nicolas Petit @competitionprof.bsky.social · 29/03/2025In a static economic mindset, one might ask: how is Meta profiting from this strategy? The monetization model of WhatsApp has been elusive since its acquisition by Facebook 11 years ago 5/n 100