All the screenshots above are from Alphasense where you have a two-week free trial to read and download all the transcripts you want (no CC required). You can start your free trial here. A former product manager at WhatsApp explains Mark Zuckerberg's concept to differentiate between social media and messaging apps: living rooms and town squares:
Operating in a living room or a town square has important implications for monetization.
Can messaging apps transition to a paid tier as audio and video streaming did? Remains to be seen.
Business monetization is the simpler path