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