The document discusses the evolution of messaging apps and the potential shift towards 'messenger as a platform' driven by AI and chatbots, particularly highlighting Facebook Messenger's anticipated developments. It emphasizes the importance of conversational commerce and how brands can leverage AI for more personalized user experiences. The summary concludes with the observation that the transition from traditional app usage to chat as the primary interface is likely to disrupt incumbent players like Apple and Google.

1. Shifting to new era of
“messenger as a platform”
2016/03/31
Daisuke Minamide

2. what happened to messaging in 2015

3. historical moment of messaging
*Big 4 Messaging App: Whatsup, Facebook Messenger, WeChat, Viber
Source: BI Intelligence

4. Success in monetization of chat app
Source: KPCB

5. Rise of AI
watson project adamOAK4deepface
personal assistant on demand service restaurant service scheduling assistant
from lab to real world
family assistant

6. investment trend in AI
Source: CB Insights

7. AI landscape
Source: VB Profiles

8. AI landscape(cont.)
Source: VB Profiles

9. new movement in messaging

10. next move of Facebook Messenger
it is rumored that Facebook will be announcing its
own bot platform or bot market for messenger.

11. FB Messenger timeline in 2015
Wit.ai
Jan, 2015
Acquired Wit.ai
Mar, 2015 @ f8
open messenger API
“messenger platform”
Mar, 2015
money transfer feature
Jan, 2016(unofficial)
Chat SDK for “bot” build
Dec., 2015
uber integration
Apr, 2015
video calling feature
catching up Asian Messenger service move forward
Apr., 2016 @f8
chatbot???

12. what’s the bot or chatbot?
A bot is a software application that runs automated
tasks(scripts) over the internet. Typically, bots perform tasks
that are both simple and structurally repetitive, at a much
higher rate than would be possible for a human.
-wikipedia
• a chatbot is designed to work on
conversation with people and existing
on chat app or social network.
• usually AI(NLP) is embedded in a chat
bot so the chatbot can understand the
context and perform much more
complicated tasks than what a bot does.microsoft’s chatbot, Tay

13. Why so huge?
one chat app = all services needed
shifting to conversational UI

14. will chat dominate everything?

15. one chat app = all services needed
<PC era> <Mobile era> <Chat app era>
browser x search OS x app store
(vertical integration)
chat is everything
(device/platform/os free)

16. conversation as the interface

17. conversation as the interface
-voice base-
amazon echo
Google and Apple have been offering voice based input/
control method. until recently google opens API of the
feature, these are only used by Apple and Google.
apple Siri google voice search

18. conversation as the interface
-text/chat base-
Source: techcrunch
Source: techcrunch
old but new type of input method/user interface is
thriving due to evolution of AI/NLP technology and
plenty of data set of text in the internet

19. practical application of
conversation as the interface

20. Conversational Commerce
Source:BBVA innovation

21. Conversational Commerce
in the previous slide, you see that it was like the customer
was talking to real agent. but all reply was made by AI
from Magic(chat base commerce assistance service).
conversational commerce(or conversation as the
interface) will bring…
• more convenience: perform complex tasks and hassle
free operation
• personalization: the more interaction, the more
understanding
• support decision making: data driven recommendation

22. conversational commerce company
without AI with AI
(SMS)
fancy hands
fetch pana
luca
better
voice
Mona

23. make it “chat-able” -chatbot builders-
chat fueltelegram Prompt
not only developing new conversation
base service, many existing app/service
developers try to apply conversational UI.
now there’re many developers which
provide CDK(chat development kit) to
build a bot aligned with existing services.

24. positioning map in messaging
App
in
App
chat
UI
platform play
speciality play
(SMS)
(email)
operator Luca
Panax.ai
m

25. Summary
• Big shift from app to chat is foreseeing by the fact that Facebook
would take that path (wait and see at the incoming f8)
• if that shift will happen, chat app is the primary access of users and
the center of services.
• and also, Chatbot will play a main role as a primary touch point of
users to services
• developers are required to cope with conversational UI. already found
the sign of this transition in commerce as conversational commerce
and in other verticals.
• the biggest disruption of the movement is to bypass incumbent
vertically integrated player such as Apple and Google.
• but key to success is underlying developers who could offer better UX
than current services on mobile.

26. appendix

27. Investment in chat base AI company
operator
Greylock partners
investments from notable investors in the Valley in 2015
Luka
$12M Investment
in March 2015
$120k Investment
in March 2015
$8M Investment
in July 2015
$10M Investment
in April 2015