3 ms·

Clubhouse is still invite-only, so that’s an artificial cap on growth. They still have the one-shot option of opening up to anyone and getting a huge bump of u

Clubhouse is still invite-only, so that’s an artificial cap on growth. They still have the one-shot option of opening up to anyone and getting a huge bump of use and users, maybe right before another round or IPO.

xibalba 5y ago
Clubhouse 2021 installs[1]: Feb - 9.6 million Mar - 2.7 million Apr - 922 thousand Invites do not appear to be the growth bottleneck. With the Android app having been released in mid-May, installs will shoot back up for a time, but it sure looks like the actual TAM for Clubhouse is quite a bit smaller than its investors thought (given its crazy valuation). Clubhouse is the app version of "this meeting could have been an email", but replace "meeting" with "live audio" and "email" with "podcast". This app/format is and always was the perfect trap for the VC/product manager class. [1] https://archive.is/qQOVT https://archive.is/qQOVT