The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Didn’t hold up
The winning audio social network will be focused solely on spoken audio
“So I believe that the company who wins is going to be company that is fully focused on that medium.”
Paul Davison Sep 26, 2022 ▶ 29:49 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Prediction Held up
Bangali Kaba predicts Clubhouse will survive long-term
“Does it survive? Yeah, I think it does.”
Bangaly Kaba Dec 16, 2021 ▶ 31:53 20Growth: The Biggest Growth Lessons from Leading Teams at Instagram & Instacart, How To Structure The Hiring Process for Growth Teams, How To Onboard Growth Reps Efficiently and The Relationship Between Growth and The Rest of the Org with Bangaly Kaba, H
Assertion Partly supported
Clubhouse grew 10x month-over-month for two months during its viral spike
“And then we had a couple months where we just grew like 10 X every month.”
Paul Davison Sep 26, 2022 ▶ 16:00 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Prediction Held up
Paul Davison refuses to make Clubhouse a fully distributed company
“I don't want to be fully distributed.”
Paul Davison Sep 26, 2022 ▶ 44:49 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Assertion Supported
Clubhouse scaled from 9 to 95 employees in a single year
“We went from nine people to 95 people over the course of a year”
Paul Davison Sep 26, 2022 ▶ 44:51 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Assertion Supported
Clubhouse raised its Series A with only two people on the team
“So when we did our series A, the company was two of us. Rohan was doing all the engineering. I was doing all the pixels and we would collaborate a lot on product. It was just us.”
Paul Davison Sep 26, 2022 ▶ 8:03 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Assertion Supported
Clubhouse launched as a single room where everyone was a speaker
“When we launched Clubhouse, it was quite simple. It was a single room. The whole app was a single room. There was no audience. Everyone was a speaker. There was no follow up. Everyone followed everyone and you couldn't change that.”
Paul Davison Sep 26, 2022 ▶ 10:29 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Assertion Supported
Clubhouse founders built and killed precursor app Talkshow in six weeks
“We had this app called Talkshow, which was like a more formal precursor to Clubhouse. It was a bit more broadcast-y and you know, we built it in a few weeks. There were hints of magic to it, but we didn't believe that it was going to be durable. It didn't seem…”
Paul Davison Sep 26, 2022 ▶ 3:04 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
Assertion Supported
OpenSea and Clubhouse Founders Both Originated From Pinterest
“Two out of three founders, OpenSea founder and Clubhouse founder all came from Pinterest, and a huge chunk of our team is actually now from Pinterest.”
Grant LaFontaine Mar 23, 2022 ▶ 22:21 20VC: Startups Fail Because They Do Not Take Enough Risk, Why A/B Testing is Inefficient and Slows You Down, Why It is Impossible To Hire Good PMs so Stop Trying & 3 Key Signals The Best Engineers Present with Grant LaFontaine, Founder & CEO @ Whatnot
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