There's no comparison. Microsoft didn't consider integrating Clubhouse into one of their primary consumer platforms. One of the biggest software companies in the world has looked at the state of play and decided that this was important enough to shift their search strategy as quickly as they can.
I didn't say it's a guarantee of success, it's a possibility. There is a non-zero chance that ChatGPT takes market share away from Google unless it moves very quickly.
Having said that, the status-quo play is obviously the easiest bet. It's far easier to be Google than OpenAI or Microsoft at this point.
Clubhouse was once the new hotness - until it wasn't.