My perception is that Clubhouse is that it's yet-another amplifier for the group of folks who already have a large following and are able to produce quality content. Listening to anything long-form and live risks being a huge waste of time. Audiences are willing to listen to well-known people because it has a higher chance of being interesting at all.
Unfortunately, the feedback I've heard is that the meetings hosted by the rest of the not-so well-known community have been generally terrible. I think people underestimate power of async communication and how it powers discoverability. There's too much noise out there already and very little time to filter it out to discover new content. Especially when the content is only produced live. Growing a YouTube/Podcast audience and growing a Clubhouse audience are going to be very different challenges.
I'm also unconvinced that this is a winner-take-all space. My understanding is that the technology moat here is very narrow compared to what it takes to run YouTube, Twitch, etc. I've already seen several interesting hacks put together by individuals with their own twist to this space.
That said, I'd really like to see the community stop claiming that "Clubhouse will be bigger than X platform!" such as Twitter and LinkedIn.