Clubhouse is a great way to access celebrities but a terrible listening experience. They got all the growth factors right, but none of the retention and compounding factors.
Andrew Chen, Ryan Hoover, Michael Grinich and Sahil Lavingia think it could be a $100b company — and they have insider knowledge of metrics. I don't think Clubhouse is a zero - it has genuinely created a new category - it's just not very valuable. I'm taking the other side of that bet (but of course wish them well).
- Opening Clip is from My First Million - Shaan Puri
- [Clubhouse has 2m users, valued at $1 billion](https://web.archive.org/web/20210131175202/https://www.businessinsider.com/why-the-hype-about