why aren't all 12 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 Not checkable as stated
Davison: Future generations will expect ambient data on nearby people
“I do think that our grandchildren will think it's crazy that that's the way the world used to work. Just like we can't imagine a world without the internet and without instant access to information and phones.”
Insight
Davison: Social and communication products are not rational to build
“I think the potential of social products and communication products is so, it's so large, right? It's, they can impact our relationships and they can impact society in such a big way, but they're really hard and there's a lot of luck and there's a lot of timin…”
Insight
Davison: Creating audio content is easy, but RSS distribution is broken
“You know, it's not hard to create good spoken audio content. The challenge is that it's hard to produce it and to distribute it. As I'm sure, you know, guy, right. Given the constraints of the RSS based ecosystem, like for most people, it's really, really hard…”
Insight
Davison: Podcasts lose the live interactivity that makes radio successful
“We forget that the foundation of terrestrial radio is the fact that these conversations can be live or near live and interactive. You think about the most popular formats on terrestrial radio, you have live sports, breaking news, listener call-in shows, mornin…”
Insight
Davison: Podcasts optimize for insight density; Clubhouse optimizes for human connection
“When you listen to a conversation, it's a different set of things that you're optimizing for. Like when I listen to a podcast, I'm optimizing for insights per minute, and I want well-produced, short, punchy podcasts that where I'm learning a lot and If I miss …”
Insight
Davison: Audio provides conversational fidelity without the anxiety of video
“Like with audio, you have all of the intonation and inflection and fidelity and tone and bids and asks. But you don't have any of the anxiety of video. You don't have to worry about what you look like, or how messy your house is.”
Disclosure
Davison: Fundraising is not an important milestone worth discussing publicly
“We don't talk about funding because we don't think that's An important milestone.”
Opinion
Davison: Clubhouse's breakout success is driven primarily by luck and timing
“I think there's a whole lot of luck and a huge amount of luck and a huge amount of timing and a huge amount of I mean, just those two things, I guess.”
Assertion Supported
Davison: Clubhouse launched as a single room where everyone was a speaker
“Ended up launching the first version of clubhouse in March of last year. And the very first version of the app, the whole app was a single room. There was no follow graph. Everyone followed everyone. There was no concept of an audience. Everyone was a speaker.”
Assertion Not checkable as stated
Davison: Clubhouse ran without website, App Store listing, or PR for months
“Really for the first four or five months of the company, it was just the two of us. And we were on the app, 12, 14 hours a day, just talking with people while we were building it, getting feedback. And we didn't have a website. We weren't in the app store. We …”
Disclosure
Davison: Didn't realize Highlight and Clubhouse were fundamentally similar until told
“I had never put two and two together and realized how thematically similar Highlight and Clubhouse were until someone pointed it out to me on the app here some months ago. But they're both about connecting people, right?”
Assertion Partly supported
Davison: Running Highlight all day drained two-thirds of phone battery
“Battery life was a big one. I think if you use the app for a full day, it ate two thirds of your battery life.”