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Love the article. Though I feel conflating the growth of text/image based apps vs audio is not as justified. There is a supposition that after reaching x amount of users - clubhouse would explode just as Snap, Insta, Facebook did. Being a different format, with different characteristics, could limit the growth potential.

1. Facebook, Snap, Insta, all three started via young college going audiences in their early growth. Growth was slightly slow but it meant they could acquire new users, and those who graduated from college would stick given their social graph is on the platform too. Tiktok has been doing the same now as well. CH has not been doing it, instead they focused on celebrities (in a particular field, not just entertainment). How do you think that factor would play out?

2. Hard to say the social graph is different based on just comparing visits to website or downloads. Maybe the only publicly available proxy, but does not seem accurate.

3. Audio has a low dunbar number ie. people tend to have fewer audio based connections compared to text/images or even short form video. How do you think that affects the growth?

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