Lessons from the Past Hike had offline SMS, hidden chats, stickers and free texting to non-users. It peaked at $1.4 billion before pivoting to gaming and eventually shutting down. Koo, once hailed as India's Twitter alternative, never converted buzz into sustainable adoption. Both failed because consumer networks thrive on global reach, not replication. Without a distinct differentiator, clones rarely survive. Why Zoho Thinks it's Different Sridhar Vembu, Zoho's founder, insists that Arattai is not a WhatsApp clone, but rather a communication and productivity platform. Beyond chat, Arattai offers built-in features like Zoom meetings, a "Pocket" to save messages and files, a Mentions tab similar to Slack, and a "till I reach" location-sharing feature. There are no ads, no AI gimmicks, and a promise that all data stays in India. "Indian customer data is hosted in India—Mumbai, Delhi, Chennai, soon Odisha," Vembu said. "We are proudly Made in India, Made for the World." Still the question remains as to whether it can replace WhatsApp, or even Google or Microsoft in a market driven by network effects? Zoho's Real Moat Mani Vembu, Zoho's CEO, spoke with AIM Network, about Arattai's sudden rise and the technical challenge of supporting millions of users. He explained that Arattai's backbone is not new. "The Arattai backend started in 2005-06," he said. "It's the platform that powers Zoho's entire ecosystem, and the same messaging system runs in Zoho Cliq." This long-tested infrastructure helped Zoho scale rapidly by adding more servers, rather than rebuilding its technology. "We were preparing for an infrastructure update in November," Mani said. "The spike forced us to accelerate those plans." Despite this surge, Mani emphasised caution. "We are happy with the traction, but we are also cautious about going aggressive on new features. In SaaS, usage matters more than revenue. We track how many users return, who uses and who finds value." This measured approach is typical of Zoho's long-term philosophy. With 28 years of experience and 130 million global users, Zoho has built products from email and cloud storage to AI-powered tools in-house. Arattai fits as the messaging layer of a sovereign tech stack. AIM Network Deep Dive >> Check out the entire conversation with Mani on our YouTube channel, where he delves into the journey of Zoho and shares that it's all about continuous learning, finding new markets, and delivering on that learning. |
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