
Big Technology Podcast Is Threads The Next Twitter Or Clubhouse 2.0? — With Zach Coelius
Jul 12, 2023
Zach Coelius, managing partner at Coelius Capital, dives into the future of Threads and whether it could outshine Twitter or become another Clubhouse. He dissects Threads' rapid user growth and the authenticity of its engagement while examining the impact of Elon Musk's actions at Twitter. The conversation shifts to venture capital challenges, detailing the current landscape against the backdrop of MediaMath's bankruptcy and the evolving nature of tech investments. Coelius offers a wealth of insight into the intertwining worlds of social media and venture capital.
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Episode notes
Clubhouse vs. Threads
- Clubhouse's initial magic stemmed from careful audience curation, not just the product.
- Threads might face the same fate as Clubhouse if it fails to maintain its current positive community.
Value of Followers
- Zach Coelius has 140,000 LinkedIn followers but finds his smaller Twitter following more valuable.
- He believes Threads may dilute audiences and become less valuable than Twitter.
Cannibalization Impact
- Cannibalization of Facebook by Threads may have outsized effects.
- A 10% loss could impact Facebook more than 10% due to network effects and reduced engagement.


