A general theme I see is firms making third-rate knockoffs of structured video interaction platforms. For instance the company that owns "match.com" and "okCupid" has a really lame livestreaming platform that seems like a knockoff of a camgirl platform complete with the ability to give people gifts. I've got no idea what that's got to do with dating (seriously poly people might be dating 5 people at a time, but the impedance mismatch between 200 people simping for 1 person on a video chat and that person having a 1-1 relationship with anybody seems insurmountable.)
I think these days though anybody can dream up something like that and implement it pretty easily between SaaS video platforms, open source software, and the conferencing capabilities built into web browsers. Getting people to do something meaningful over it is that hard part.
Do you think in 10 years that Clubhouse will be a $100BN company? [0]
This is also towards the fact that it's sole feature has been copied to death and the hype generated by global lockdowns is no more.
Maybe they will do something different in 10 years to justify that valuation, but with what it is offering compared to its competitors, I don't see it how it is even worth $4B.