CEOs interviewing other CEOs, Public Dating Shows, @sriramk + @aarthir becoming the next great show hosts.

I cannot read 2 tweets without seeing something on Clubhouse. A new room, a thread on Elon, a bull case on their $1B eval.

Let’s take a look at the rise of Clubhouse.

Clubhouse is a live-voice chat app.

People can join different rooms, where predetermined topics are set by hosts who help moderate the discussion.

With quarantine, it gave people the space to shoot the shit and listen to high-quality conversations.
Clubhouse was founded by @pdavison and @rohanseth .

Davison’s past projects show a bias towards products based on spontaneity:

Highlight: People-meeting location app
Shorts: Reveal your whole camera roll (Acq. Pinterest 2016)
Talkshow: Instant radio call-in shows
2 weeks ago, Elon made waves by appearing on the app. With hundreds of Clubhouse rooms created beforehand to pregame the conversation like a UFC fight.

However, Clubhouse has already attracted stars to the platform, with Drake, Oprah, and Virgil Abloh all making appearances.
However, star power alone cannot be the sole explainer for Clubhouse's rise.

What are some of the other factors that have played a role in their growth?
Point 1: Clubhouse plays on the stigma we have developed against phoning our friends without a purpose.

People miss the spontaneity & serendipity that physical encounters lead to.

Many discoveries in life are made from joining a conversation or bumping into someone at a cafe.
Point 2: Clubhouse captures the joys of conversation

Conversations are where people can hype up one another’s ideas + opps, and riff on life.

However, the right environment has to be present. Giving people ease of moving between rooms maximizes conversational energy.
Point 3: Clubhouse is currently invite-only.

The power of this FOMO driven marketing was illustrated after CH invitations were listed on ebay for over $40 each after guests such as Elon Musk and Steve Ballmer joined the platform.

Everyone wants to be part of the in-club.
Point 4: The majority of discussions on Clubhouse seem to be a mix of timely and edgy.

They don’t require you to be there the whole time and welcomes the spontaneity of different questions from guests.

The invite-only format has generally curated people that participate.
Point 5: You get notified of different discussions by following different people.

Every time they join or host a discussion, you get a notification on your phone.

In each new room, you find yourself following different people. Growth within the platform is viral.
If you enjoyed this thread, follow me @brandonthezhang for more similar content + RT the original thread:

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More from Business

A solo media founder like Rogan or Mr Beast can make as much money as a strong tech founder, with significantly less managerial stress.

Tech created this ecosystem but there’s a historical cultural bias in tech towards media as unprofitable. That changed a long time ago.

Many more angels that invest in people will invest in media founders. Many traditional media people will *become* media founders.

But not necessarily big companies. Just solo individuals or small groups doing content, like Notch doing Minecraft. Because media scales like code.

Increasingly feeling like “keeping the team size as small as possible, even to one person” is the unarticulated key to making media profitable.

Substack and all the creator tools are just the start of this ecosystem.


The process of converting social influencers into media founders (a trend that has been going on for 10+ years at this point) will be increasingly streamlined.

V1 is link-in-bio, Substack, and sponcon.

V2 likely involves more angels & tokenization a la @tryrollhq. What else?

Why lack of awareness? Influencer monetization numbers are not as public as tech numbers.

There isn’t a TechCrunch & CrunchBase for media founders, chronicling the valuations of influencers.

But that’d be quite valuable. If you are interested in doing this, please DM with demo.

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