In terms of who the winners were, sure. There were many also-rans like Viber or companies that won only in certain markets like Line or Telegram.

But the idea that the network effects couldn't be overcome was definitely false. Not only are MSN, AIM and YIM so dead their servers are shut down, but the services which displaced them (Facebook Messenger and Skype) have themselves been displaced by a third wave of services (WhatsApp, iMessage, Discord, Slack)

My point wasn't about the specific companies that "survived" chat, but that any new chat products got huge after 2008 at all. From my perspective back then, I thought the whole category looked run out. But it had actually barely even gotten started, if you compare the number of users of chat apps back then to the number now.