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6 points

WeChat is an anomaly and not proof of anything. It only works in China because the Chinese government controls who can and can’t operate, and thus can pick winners and losers.

If suddenly everyone with a better take on a service that a theoretical X “everything app” offered couldn’t operate without applying for a license and possibly never getting it or having to find a domestic partner to operate in every country they want to do business in, then yeah this X app would take off, because it would be essentially the only option.

Since that will never happen, then an everything app will never exist outside of countries that exercise end-to-end control. This is also why American tech companies outside of entrenched operating system vendors and hardware companies (think Apple & Microsoft) have a hard time making inroads there. Because if you get too popular and it’s something they can copy, then suddenly the Chinese copy gets all the market advantage and boatloads of funding, and you get shut out.

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