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Chat App Line's Latest Experiment Is A YouTube-Like Video Service

Jon Russell / TechCrunch :

TechCrunch Jon Russell

Context & Ripple Effects

Line has spent 2015 bolting new businesses onto its chat base rather than treating messaging as the end product — weeks after this video service, the company followed with a paid-for music streaming service in Japan and an enterprise version of the chat app. The YouTube-like product extends the same playbook into video consumption.

The move lands mid-convergence: Facebook was building video calling into Messenger (per an interview with Messenger's Stan Chudnovsky), Yahoo shipped its audio-free video messaging app Livetext worldwide, and by 2017 YouTube itself added group chat around videos — both sides of the market racing toward each other.

First-order effects

  • Line's users gain a place to watch and share YouTube-style video without leaving the chat app, keeping watch time inside Line rather than ceding it to Google's property.
  • YouTube now faces a chat-native video rival in the Asian markets where Line's installed base is strongest.

Second-order effects

  • Rival messengers — Messenger, Yahoo's Livetext — are already shipping their own video features, so Line's experiment pressures each to treat video as table stakes inside chat rather than a separate destination app.
  • Content owners and creators gain a second distribution surface in Asia, giving them leverage in licensing and revenue-share talks that previously defaulted to YouTube.

Third-order effects

  • If chat platforms keep absorbing video, music, and commerce, the industry splits into super-app ecosystems where the messenger owns distribution and third-party media compete for placement inside it.
  • The convergence runs both directions — YouTube adding social features while Line adds broadcast — suggesting the eventual boundary between 'messaging app' and 'media platform' dissolves entirely.

The trend: Messaging apps are evolving into media distribution hubs, with chat and video products converging from opposite directions toward the same hybrid platform.