Facebook is also releasing a Messages API that will allow developers to create applications that present Facebook Messages in Facebook applications.
Facebook has built what amounts to a Gmail-style Priority Inbox that prioritizes Facebook Messages. A Facebook user who receives an e-mail message from someone outside of Facebook will see that message appear in the "Other" inbox, a repository for messages from contacts outside the system. Facebook users will be able to direct such messages to their main inbox if they specify as much.
Zuckerberg's description of the new Messages suggests that he views e-mail as a legacy service will be superseded by something simpler. "E-mail is still really important to a lot of people," he conceded, even as he suggested that Facebook's easier messaging would come to be preferred.
That remains to be seen. E-mail, observes Al Hilwa, IDC program director for application development software, is the "one of the oldest forms of social networking and is a de facto social network for people who are not using Facebook. There's more social networking happening over e-mail than on any social network."
Hilwa has concerns about how Facebook will handle privacy. "If you are not a Facebook user and send e-mail to someone on Facebook, should you worry that your e-mail will be scrubbed and that you get mapped into their social graph in unexpected ways that you did not sign up for?" he said.
The new Messages service will not be immediately available however. It will be rolled out over the coming months. At the moment, it is invitation-only. But when it becomes widely accessible, Facebook could become the leading e-mail provider in a very short time. Zuckerberg said that 350 million Facebook users use Facebook Messages and send 4 billion Messages daily.
As of September, 2010, Microsoft's Window Live Hotmail was the leading e-mail service, according to comScore's numbers, with 362 million unique visitors worldwide. Yahoo Mail came in second, with 273 million unique visitors worldwide that month and Google Gmail came in third, with 193 million. Fourth was MySpace Mail, at 34 million, and AOL came in fifth, with 31 million.
However, only Gmail is growing, at a rate of 21% from September, 2009, through September, 2010. During this period, Windows Live Hotmail saw a 3% decline in total unique visitors, Yahoo Mail lost 10%, MySpace fell 24%, and AOL declined 18%.
Facebook's entry into the e-mail market will present a serious challenge to incumbents.
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