Editor’s note: Peter Yared is the CTO/CIO at CBS Interactive. Follow him on Twitter @peteryared.
Facebook’s surprising acquisition of WhatsApp signals that it has realized that users’ true social network is the contact list on their smartphones. Mobile contacts are usually limited to people a user knows well and actually communicates with, a veritable treasure trove when compared to the copious list of Facebook friends that many users have accumulated over the years.
Adding someone to your phone is more intimate than friending them on Facebook. And messaging someone through their phone number is much more intimate than a Facebook message, something that Mark Zuckerberg himself says is akin to informal e-mail. Facebook had the opportunity to own the social graph for new apps with Facebook Platform, which spawned multiple successful companies such as Pinterest that used the “follow all my Facebook friends” feature to build their own social networks.
Threatened by the emerging networks, Facebook decided to clamp down on new “competitive” social networking apps, and turned off access to its social graph for emerging messaging apps like Voxer and Vine.
Without access to the Facebook social graph, the new generation of mobile communication apps such as Snapchat and Secret use mobile contacts exclusively to build connections between users.
Younger and international users are particularly attracted to the mobile contact as the defining criteria of their true social network. As Path’s struggles have shown, attempting to force an intimate social network with the same real-name mechanism as Facebook does not work.
| Social Network | Identity | Who It’s For |
| Real Name | Casual acquaintances | |
| Alias | Aspirational following | |
| Phone Number | Actual friends |
Facebook had already acquired the ability to have a unilateral, aspirational follow capability akin to Twitter with its Instagram acquisition. WhatsApp offers a social network of 450 million users that are intimately connected with each other by phone numbers.
Disrupt 2026: The tech ecosystem, all in one room
Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400.
Save up to $300 or 30% to TechCrunch Founder Summit
1,000+ founders and investors come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately
Offer ends March 13.
With this acquisition, Facebook now controls the intersection of all three kinds of social graphs: casual acquaintances, aspirational following, and intimate relationships. And that’s worth quite a premium.
