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Facebook Secret Research Warned of ‘Tipping Point’ Threat to Core App

By  |  July 23, 2019 10:14 AM PDT

Last October, after spending almost a year examining trends among Facebook users, a senior data scientist at the company named Tom Cunningham painted a bleak picture of one possible future for its flagship Facebook app.

At the time, Facebook noticed that users of the app—known internally as the “blue app” because of the color of its icon—were increasingly sharing on Instagram and WhatsApp, which are also owned by Facebook. In confidential research Mr. Cunningham prepared for Facebook CEO Mark Zuckerberg, parts of which were obtained by The Information, he warned that if enough users started posting on Instagram or WhatsApp instead of Facebook, the blue app could enter a self-sustaining decline in usage that would be difficult to undo. Although such “tipping points” are difficult to predict, he wrote, they should be Facebook’s biggest concern. 

The research came as Facebook was beginning early work to unite the messaging systems behind the company's apps. While Mr. Zuckerberg has said publicly that the plan will give users more choice by letting them communicate across apps, the move could also alleviate growth concerns for Facebook’s core service and further cement the company’s grip on the social media landscape. 

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Meet The Information’s New Financial Power Brokers
Photos via Goldman Sachs, Elliott Management, Bloomberg, the Berkeley Forum, JPMorgan Chase, Sequoia, UC Berkeley and YouTube.
Jamie Dimon won’t run JPMorgan Chase forever, and Marc Andreessen will one day give way to the next generation of investors. The Information has identified the bankers, executives and investors who could replace them by stepping into the upper echelons of the finance industry in the years to come. They are The Information’s New Financial Power Brokers: the people who will run...
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