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Kik Messenger sees explosive start — a mobile chat better than SMS?

a mobile chat better than SMS? —  Kik, a new chat application for smartphones that is quicker and more social than SMS, is showing impressive viral uptake.  The company says it has registered 450,000 downloads in the first 10 days since going live.

VentureBeat Matt Marshall

Context & Ripple Effects

There is no earlier corpus history on Kik Interactive, so this launch report is the starting point of the arc: a startup pitching its messenger as quicker and more social than SMS, with 450,000 downloads in its first 10 days as evidence that the pitch is landing virally. The claim matters because it targets the one messaging service every smartphone ships with by default — carrier-billed SMS — rather than competing inside an existing app ecosystem.

First-order effects

  • Smartphone owners gain a free, faster alternative to per-message SMS, and Kik's contact-driven signup loop turns each new user into distribution for the next — hence the 450,000 downloads in 10 days.

Second-order effects

  • Carriers collecting SMS fees on data-plan phones face substitution pressure from an app that rides their networks at no marginal message cost, and rival messaging developers now have a template showing contact-list virality can scale a chat app in weeks rather than years.

Third-order effects

  • If the pattern holds, messaging migrates from a metered carrier service toward free over-the-top apps that own the user relationship — shifting the battleground from message pricing to engagement and whatever monetization layer sits on top of the chat session.

The trend: Mobile messaging is beginning to decouple from carrier SMS billing, with viral app-distribution mechanics determining which chat platform captures the user relationship.