This sort of analysis is very surface-level I think. My impression is WhatsApp offered that by running on VC money and had no plan to run an actual business. That's not a question of focus. It's an unsustainable, please monetise me later land grab.
Even for years after they were acquired by Meta, Jan refused to allow advertising and kept pushing the $1 dollar per user subscription fee. Sheryl nixed it b/c it was "not scalable."
VC's may have the mindset that the founders will eventually acquiesce to ads, but also they didn't really care b/c all they wanted was an exit, which they got.
The founders, however, were never interested in an ad business and hold that POV to this day.
Fair enough, but the founders don't necessarily make these decisions. I wasn't particularly referring to them. If they got VC money (I don't know if they did or not) then the VCs must've had something in mind to get a decent return on their risk.
Actions speak louder. He did acquiesce - he sold to an ad-financed company.
> and hold that POV to this day.
You can hold any POV when nothing depends on it.