Communications are big.

Whatsapp is now part of Facebook. The deal is – by a large margin – the largest-ever acquisition of an internet company. The second largest deal is Skype - Microsoft at half the price Facebook paid.

Both are communications products. Both enable people to fulfil a fundamental human need - to communicate with friends, family and other human beings.

Both engage people in conversations and re-engage people through meaningful notifications.

A lot of sharing happens in private conversations. Facebook has used the sharing growth graph several times to indicate its own growth. Sharing in a non-public way, or on a platform that is not Facebook is directly competing for people’s attention and amount of sharing that would otherwise happen on Facebook.

The communications of the...

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