@richard_chu97 @BrianCitizen For sure tough to see Clubhouse taking off like it has, but 80% of API revenue today is voice-only not video.....gaming

API SDK better than ZM currently but they have cash to catch up

I think CH is moderating usage via invite b/c of API usage based fees......
@richard_chu97 @BrianCitizen So you now have this explosive embedded option

2mm users growing 50% a week recently, with invites moderating growth. Co-founders have said they plan to open widely and roll out android version asap (75% of world on android).

Has gone exponential in Germany and Japan...
@richard_chu97 @BrianCitizen $API clubhouse usage could easily 50x or more

As the astute blogger said recently, it allows a quasi angel investing angel in public mkts

Having spoke w/ recently they are looking to help startups and may actually carve out some VC $ from balance sheet

interconnected.blog/what-does-agor…
@richard_chu97 @BrianCitizen Clubhouse figuring out UX/UI, feature set and revenue model before opening up to world to not eat the usage costs until they are ready is my guess

2-3 killer apps and API is homerun

They have 1

And just bought SMS company so now more like $TWLO than $ZM

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