20VC: Clubhouse Founder Paul Davison on What Went Right and What Went Wrong |...

最近对 Paul 的一个访谈,对理解 Clubhouse 的一些来龙去脉有帮助,聊到如下内容:

In Today’s Episode with Paul Davison We Discuss:

1.) Entry into Startups:

  • How Paul came to found Highlight in the early days of consumer social?
  • What elements worked with Highlight that he took with him to Clubhouse? Which elements did not work that he learned from?

2.) Clubhouse: What Worked:

  • What does Paul believe are the primary reasons that Clubhouse grew so fast?
  • What metrics does Paul use to determine true product-market-fit and stickiness?
  • What is good retention on Day 1, Day 7 and Day 30? How important is 12-month retention?

3.) Clubhouse: What Did Not Work:

  • COVID: Does Paul believe that Clubhouse was the COVID antidote we all needed? How sustainable is that if so? What trends make it more sustainable?
  • Live Does Not Work: How does Paul respond to Mike Mignano’s comments that “live does not work”? Why does Paul believe that Clubhouse is not a content platform?
  • Quality: Does Paul agree that the quality of live is not as good as the quality of produced content? Is that a problem? If the quality is worse, what is significantly better about live?

4.) The Future of Social:

  • Does Paul agree that we are seeing the disregard of the once hailed social graph in favour of a new era of recommendation media? What does this mean for Clubhouse?
  • With the rise of the likes of BeReal, how does Paul think about the importance of authenticity in the next wave of consumer social?
  • How does Paul forsee Web3 and the next generation of consumer social being interlinked? What will it take for Web3 to break through? What are the core barriers today?
  • Does Paul agree that the best consumer social tools empower creators with Superhuman powers?

5.) Lessons on CEOship:

  • What are Paul’s biggest lessons on successful company building?
  • How does Paul manage the criticism and negativity of the press personally?
  • How does Paul maintain the morale internally when the press cycle is so negative?
  • How has Paul adapted himself to gain a thicker skin and not pay as much attention?

Items Mentioned in Today’s Episode:

Paul’s Favourite Book: Reality Is Not What It Seems: The Journey to Quantum Gravity, Information: A History, a Theory, a Flood


Paul Davison is the Co-Founder and CEO @ Clubhouse, the startup that believes people are at the centre of every moment, providing a platform to talk with friends and meet new friends. To date, Paul has raised over $310M with Clubhouse from a16z, DST, Elad Gil, Naval Ravikant, and many more. Prior to co-founding Clubhouse, Paul was the Founder of Highlight, a location-based consumer social service backed by Benchmark. Before Highlight, Paul actually spent time at Benchmark as an EiR.


  • 0:00 Intro

  • 0:32 The founding of Clubhouse

  • 4:10 What did you learn from building Highlight?

  • 7:25 Advice for first time founders building a team

  • 10:00 What were the signs Clubhouse was working?

  • 14:22 Why has Clubhouses numbers decreased?

  • 18:00 What are the guiding metric of Clubhouse?

  • 20:06 Live vs on-demand audio

  • 23:10 Media loves to build up to tear down

  • 27:50 Was the Twitter offer tempting?

  • 30:31 Social graph vs recommendation media

  • 32:43 What do you think of Twitter Spaces?

  • 34:29 Rise of authenticity in social media

  • 41:05 Are you bullish on Web3?

  • 43:23 Favorite book and why?

  • 43:55 Biggest thing you got right and wrong with Clubhouse?

  • 44:32 What’s the hardest part about your role with Clubhouse?

  • 45:17 How did you get Elon to join Clubhouse?

  • 46:19 If you could remove one thing from your daily schedule, what would it be?

  • 46:43 How to deal with hype

  • 48:45 Biggest thing to break when growing Clubhouse

  • 49:56 Where is Clubhouse in 5 years?