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

Assertion Not checkable as stated
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.”
Paul Davison Sep 26, 2022 ▶ 18:23 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
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
Assertion Not checkable as stated
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.”
Paul Davison Sep 26, 2022 ▶ 35:37 Clubhouse CEO Paul Davison: What does Clubhouse do now to regain mindshare? | | 20VC #929 · 20VC with Harry Stebbings
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 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
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 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
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