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> Clubhouse will take nothing.

Interesting choice. It would have been easy to add an extra 1-5% on top of each payment.




The natural question then would be, what are they taking? They have to make money to survive somehow.


They're taking VC.

The strat here is probably to get as many users onboarded as possible ("of course I'll support them directly on Clubhouse, it's the cheapest way to do it!") and then at some point once people have grown accustomed to supporting creators through clubhouse they'll start taking a cut.


You would think they need to grow user count as quickly as possible (like all other VC funded startups), but the fact that they don't have a web app, don't have an Android app and don't have open signups on iOS leaves me very confused about their entire strategy.

Is Clubhouse just being pushed by VCs and other tech celebrities as their personal soapbox, or does it have potential to be something beyond that?


The "closed beta" is the marketing strat – people getting FOMO because they can't listen to a convo on CH.

"Anyone have a CH invite?" was something I was seeing a lot of on Twitter over the past yearish. FOMO is one helluva drug.


Sure, if done well that works great to generate buzz up to a certain point. Right now though I doubt there's anyone left who really wants a Clubhouse invite but can't get one (so the "exclusivity" thing isn't really driving anyone anymore), and the casual passers-by aren't going to bother jumping through hoops and will just move on.


>"exclusivity" thing isn't really driving anyone anymore

unless you don't have an iPhone. you can FOMO until the cows come home if you're an android person.


Has that thing worked once after Gmail rollout?


Facebook


Facebook happened roughly on the same time as Gmail.


From my perspective it started getting pushed as soon as they raised from Andreesen at a $100M valuation.

It seems like a massive moonshot fueled by hype and VC money. No clue what the big vision is though.


> $100M valuation

For others reading, they recently raised from a16z at a $1 _billion_ dollar valuation. [1]

That comes less than a year after they raised $10m at a $100m valuation from a16z. [2]

1. https://pitchbook.com/newsletter/clubhouse-picks-up-new-fund...

2. https://www.forbes.com/sites/alexkonrad/2020/05/15/andreesse...


Cynical me says they are building up an audience, and then they'll start injecting ads into the streams.


Welcome to VC funded businesses. They literally don't have to worry about creating money for now


That must be one helluva slide deck to convince VCs that user supported/subscription based income will work.


Not any different from every other VC funded company out there


Users.


This is what will come as soon as they're out of beta, obviously




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