News! Acquired.FM's Ben Gilbert & David Rosenthal on Clubhouse deal, Rogan to Spotify & more! | E1062

In this episode, Jason Calacanis is joined by Ben Gilbert and David Rosenthal to discuss Clubhouse's recent Series A funding, the impact of Joe Rogan's move to Spotify on the podcast industry, Uber's potential GrubHub acquisition, and Facebook's GIPHY acquisition. The trio also debates the future of the food delivery industry and Clubhouse's business model.

Speakers

AI Chat

Unidentified

Jason Calacanis

Host • 63%

Ben Gilbert

Guest • 20%

David Rosenthal

Guest • 16%

Unidentified

Chapters

0:00	Opening
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
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

Transcript

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