MegaApps suck. I’ve experienced a few experiments.
It - will -fail
Not *necessarily*.
The current internet retail experience is highly broken in multiple ways.
First is conversions – many people browse, put things in a shopping basket, and then just never buy. The hassle of having to create YET ANOTHER account for this new store, along with entering address and credit card details, is just too much. If MS provide a way to get that done behind the scenes so there simply is no friction there, that's worth a lot...
Second is knowing what you bought and where it is. There are various parcel tracking apps, all of which suffer from the same sort of fragmentation. They may manage to get tracking info from emails, but they have no insight into what's been ordered before it ships, and the email extraction is iffy.
Third is search. We have things like chatGPT, but internet retail search is stuck in 1999. Where's the ability to ask "the internet" for a " thin metal shelf, 12" by 4" " or something similar? And then refine the query as you see the various styles and options and want to zoom in on one particular style.
In PRINCIPLE an app that did this sort of thing well is worth serious money, and is of serious value to its users.
MS COULD just be planning a WeChat clone, but I don't think they're that dumb.