It's not that @joinClubhouse isn't at all interesting.

It's that it isn't at all defensible.

The only possible strategy there is to be so big so fast that competitors give up.

But size would only make them a more attractive target for competitors.

So how does this work?

I can't imagine what - other than anti-trust threat from the DoJ - would be stopping Facebook from putting such a feature into Messenger.

And Twitter could clearly do this - with the advantage of your existing social graph.

So while I get it, I don't see the business here.

This is a feature.

Remember Meerkat?

Anyone?

Beuller?

I'm making these comments about @joinClubhouse today because today is the day - based on how it's reaching me through media and socials and professional contacts - that it's tipped over into broad awareness.

That's great.

But that's not defensible either. Likely the opposite.