The Ledger
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Live audio fails for passive content but works for active socializing
“Live for content is really hard. From my perspective, Clubhouse is not about content. Clubhouse is about talking. Right. And like I was saying, 70 to 80 minutes a day, people are in these rooms and 30 to 40% of them are talking. They're hanging out with people…”
Average Clubhouse users spend 70-80 minutes daily, and 30-40% speak
“Our average person, if you join a room on Clubhouse on, on average, you're there about 70 or 80 minutes a day. 30 to 40% of people are talking, depending if you look on a weekly or daily basis.”
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 claims Clubhouse has years of cash runway remaining
“We have years of runway right now.”
Paul Davison dismisses Twitter Spaces as a broadcast product, unlike Clubhouse
“Twitter is doing what they've done in the past, which is helping people broadcast to other people. And I think that, you know, the they've done a fine job at that, and it's pretty different from what I think we target at Clubhouse. And I can talk more about th…”
Clubhouse's public feed shows only a fraction of total network activity
“We have actively seen more and more rooms going private and semi-private over time. So you actually only see a fraction of what's happening on the Clubhouse network when you open the app, and that's increasingly true over time.”
Clubhouse is splitting into private user-created sub-networks called 'houses'
“Right now, one of the things that we're doing is actually splitting the network up into many different networks. So anyone, any person, any group, any community can create their own private section within Clubhouse called a house.”
Paul Davison argues fully in-person companies are no longer practical
“I don't think it's practical to build a fully in-person company anymore.”
Founders cannot build great companies by nickel-and-diming employee equity
“You don't build a great company by nickel and diming and trying to like optimize how much equity you retain.”
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.”
For consumer social apps, Day 30 retention over 20% is good
“If you define D 30 as what percent of people who install the app on D zero physically open the app on the 30th day, not on the week that follows, but on that day, I think north of north of 20% is good, 50% is great.”
Paul Davison refuses to make Clubhouse a fully distributed company
“I don't want to be fully distributed.”
Paul Davison names Bubba Murarka as Clubhouse's most helpful angel investor
“I think Bubba Maraca has probably been the most helpful.”
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…”
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.”
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.”