Could Whatsapp become the West’s first superapp?

cityam
07-08

Could Whatsapp become the West’s first superapp? Its recent integration of business services suggests it wants to be, writes Paul Armstrong

Over the past month, I co-founded what’s become the fastest-growing group in the UK tech scene. Potato was spun up during London’s recent tech festivals and runs entirely on Whatsapp. Built with two sharp collaborators and now waitlisted, it’s become a daily pulse-check for operators, founders, VCs and thinkers hunting signal in the noise. Size caps are a constraint, but Meta’s latest roadmap makes one thing clear; Whatsapp is subeing weaponised to be a more powerful platform for businesses.

Whatsapp has drifted far from its origins as a privacy-first chat app. Under Meta’s stewardship, the platform has become increasingly layered with tools that go well beyond messaging. A wave of features arriving over the next 6 to twelve months suggests a broader ambition. What Meta appears to be pursuing is not just a communication tool, but a Trojan horse for something far larger: an infrastructure layer designed to centralise AI, commerce, payments and business services inside one of the most regularly used apps on the planet. The term “superapp” carries baggage, but structurally, the direction is hard to interpret as anything else.

How Whatsapp is changing

Functionality is shifting from passive messaging to proactive orchestration. New AI-powered features are designed to help users scan and interpret long threads, particularly in group environments where information density is high. Business voice calling has moved from test phase to deployment, allowing companies to run customer service functions entirely within the app. Product recommendations powered by Meta’s Llama models are also being tested inside these flows, creating a feedback loop that fuses discovery, support and transaction without exiting the chat interface. The recent Conversations summit in the United States showcased more of these features, with a clear emphasis on reducing friction for brands and increasing dependency among users.

Market penetration gives Meta room to experiment. While WhatsApp’s fastest growth remains in emerging markets, adoption in mature economies is both high and stable. Around 73 per cent of UK internet users aged 16 to 64 use Whatsapp monthly, translating to approximately 36m people. The US is estimated at 100m monthly users. India is closing in on a billion. Messaging is no longer limited to interpersonal communication. Among younger users in particular, it is replacing email, SMS and even browser-based coordination. Within this behavioural shift lies the strategic opportunity for Meta: own the interface layer where coordination, transactions and decisions increasingly occur.

Rather than replicate Wechat’s model in full, Meta appears to be abstracting the behaviours that matter most. China’s Wechat integrates messaging, payments, e-commerce, social media and even government services into a single environment. Whatsapp is not built to host that degree of functionality, nor would most Western regulatory environments allow it. Meta is instead layering in lightweight versions of those capabilities. Each integration is designed to be contextually relevant, low-friction and invisible when not needed. The result is not a Western Wechat clone, but a modular system with a similar behavioural footprint, transactional, sticky and increasingly agent-mediated.

Whatsapp, and Messenger, are emerging as the primary channels for Meta’s consumer-facing AI strategy. Distribution of Llama-powered agents is being routed through the apps, bypassing browser interfaces and app store dependencies. These agents are already being tasked with product discovery, service queries and content filtering inside conversations. Meta is building a layer where AI doesn’t feel like a separate experience but becomes embedded in the social fabric of the app. Younger demographics may find this intuitive, older ones may find it intrusive. Uptake across institutional, legal and political sectors remains decidedly sniffy. For example, US Congressional staff have formally banned Whatsapp on government devices, citing privacy and security risks. Enterprises relying on Whatsapp as a B2B channel should watch that precedent closely.

How brands are moving in on Whatsapp

Meta’s playbook is becoming clearer. The company wants Whatsapp to be the universal front door for any interaction a user might have with a brand, service or assistant, including advertising, which has historically been a big, hard no-no. Recent product tests in select markets reveal a shift. Branded messages and suggested content are being trialled, tethered to transactional or service-based interactions. Meta’s public position is that these placements will remain narrowly scoped. Commercial logic suggests that is likely the definition of ‘flexible’. As user interactions become more complex and commerce moves in-app, the pressure to monetise attention through advertising will intensify. Identity verification tools are being lobbied and promoted aggressively, which may be as much about brand safety optics as it is about fraud prevention.

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