E1062: News Roundtable! Acquired.FM Co-Hosts Ben Gilbert & David Rosenthal on Clubhouse’s pre-launch $100M valuation, Joe Rogan to Spotify, Uber layoffs, food delivery wars, Facebook buys GIPHY & more!

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

Release date

Lydbog: 20. maj 2020