The Flood Gates Are Open

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The purpose of shelter and place when it started was not, everybody' stay in your house till there's a vaccine. It was, everybody's stay in your house so we don't overwhelm the hospital system. Even new york, they had extra seds. Every every single places had extra beds. And so now we're in this interesting place where, like a we are starting to open things, because the purpose is not to stay in our houses until there's a a vaccine. However, some people totally can stay in their houses till there's a vaccines. That was nicewell, i think, how do you part of the reason, i think, that we're in sort...

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