The Third Missing Component of Product Market Fit

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Dalia, do you remember that, jason nhow you don't arrive around tha yor as, right? They eled a certain number of meals in the trunk, and they will drop them off to morm. Captain war may drop them off. That was travis's original experiment. Caus wedas arrived on the scene, d and they were like, ono, we can grow away faster if we just do delivery from restaurants. You might lose the bottom ten per cent if you charge what it costs. But for high in people doing delivery and paying ten, twenty bucks in fees, it doesn't matter. Rian i ges r at there is, like...

0:31 Jason intros today's news roundtable guests Ben Gilbert & David Rosenthal
6:54 Clubhouse raises Series A from a16z at a $100M valuation pre-launch
11:12 How do $2M in secondary shares play into Clubhouse's situation?
14:08 How Clubhouse achieved "VC-Market Fit"
18:49 Was this investment worth it considering massive former outliers in the consumer social space (Facebook, Twitter, Snapchat)? Or did a16z pay too high of a price?
26:08 Bull/bear cases for founders selling secondary shares pre-launch
33:29 What impact did raising $100M for Mahalo pre-launch have on Jason?
37:18 Joe Rogan to Spotify, guess the acquisition price & macro-impact on the podcast industry
46:09 How massive is this for Spotify's position in the podcast industry? Did Apple drop the ball?
51:28 Jason to Dara: Uber should buy Dominos
52:16 How much podcast market share will Spotify have in the coming years? Will this be viewed as the landmark deal?
57:03 Uber layoffs, potential GrubHub acquisition, does the food delivery business model work?
1:04:57 Why the on-demand food delivery industry has a product-market-price fit issue, should life-long bureaucrats impact capitalist policy?
1:12:03 Who emerges victorious from the food delivery dog fight?
1:15:28 How being too reliant on one revenue stream could kill many ad-based media publications
1:24:38 Facebook's GIPHY acquisition
1:25:55 Twitter thread by GIPHY crowdfunding investor who never received their return, why Syndicate/Crowdfunding leads need to stand up for their investors to downstream firms
THREAD: https://threadreaderapp.com/thread/1262574661239312384.html
1:37:20 How GIPHY's weak relationship with their DAUs led to little negotiating leverage
1:39:05 Predictions for Clubhouse's eventual business model