Circle as the Community OS
Sid Yadav, co-founder & CEO of Circle, on the 3 types of community businesses
Circle is trying to own the full workflow of a paid community business, not just the chat room. The product bundles the member front door, website, discussions, courses, events, payments, email, and now AI support into one system, which puts it in a different job category than Discord, Kajabi, or Teachable. That matters because the customer is increasingly selling an ongoing member experience, not a single course or a simple discussion space.
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The clearest divide is workflow depth. Kajabi is built around selling courses and digital products, while Circle has added live rooms, events, DMs, chat spaces, member directory, branded apps, email, website builder, API, and headless tools, so a business can run the whole member journey in one place.
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Discord solves a different problem. It is optimized for fast, lightweight chat and voice communities, especially in gaming and interactive groups. Circle wins when operators need ownership of member data, paid access, structured programs, and a branded destination instead of a server inside someone else's network.
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The business model follows that product shape. Circle grew from about $12M ARR in May 2023 to $21M in May 2024 as it expanded from community into courses, events, and payments. That kind of bundling increases revenue per customer and makes Circle harder to replace with a stack of point tools.
Going forward, this category is likely to be defined by who becomes the operating system for community led businesses. If Circle keeps turning adjacent tools into native product, it can move beyond creator communities into training businesses, customer education, professional networks, and enterprise member hubs that want one home for everything.