I think you hit the nail on the head with both how Facebook and Instagram has an effect in my mind.
If I may add to that, WhatsApp is going strong due to a similar pattern. It strictly controls your circles. Your experience is only affected by the people and groups you're in. They did not go crazy with feature creep and even more importantly, the design and ux has largely been the same without needless rewrites to justify a paycheck.
This consistency is how they managed to get both the younger demographic and the elderly in a single app.
Your mileage might vary, but where I live WhatsApp is the de-facto messaging medium.
Nobody does not use it. That made it somewhat possible that eventually the whole population got to use it - because there were a lot of people available to help elder people learn to use it.
I agree with you 100% as to what has happened to it. Except a few changes (Voice messages back then, groups and broadcast messages closer in time).
The features are kept in place, and that's a good thing.
Insular US and Canada does not get Whatsapp, if they aren't interacting with people outside of those countries.
But the other Americas, Europe and Africa are so heavy on it. It really is becoming the platform that you see in Asian countries for business, which Zuck had hoped he could have. Clout and reputation for business is all on whatsapp for many people. Compared to websites and public pages from decades past, which are still indicators of legitimacy in the US. Luxury watch dealers just post on their whatsapp story when something new comes in, and its sold in minutes. At the other end of the socioeconomic spectrum, people post sneakers they get in stock right onto their story and its a mad dash to obtain it. Professional group chats highly active for private equity deal making and collaboration, organic group chats created on the fly. Location specific group chats existing in perpetuity.
I spend almost all day on it now, out of necessity. And I like how utilitarian it is, it doesn't need to "wow" anyone with UI bells and whistles and they are completely invisible if you are not part of groups that use whatsapp.
I don't like that it forces you to share your phone number, but the etiquette seems self-enforcing. The chat size limit is a blessing and a curse, but they probably shouldn't change it.
Its not about what other chat applications can do, its about what happens.
> But the other Americas, Europe and Africa are so heavy on it.
FWIW at least in my neck of the woods I stopped receiving messages on WhatsApp about 2 or 3 years ago and when I got a new phone in October last year I didn't even install it.
Everyone is on Telegram and while I see people joining Signal all the time, the first time I actually had a conversation with anyone on Signal was a few weeks ago.
Telegram is 100% crypto in my world and its a riot, very entertaining. It serves a purpose because crypto people will SS7 attack you if you they know your phone number, so whatsapp isnt good.