Evidence receipt / evaluation
Published · transcript-backedJohn Collison: evaluation
31 Mar 2026 Cheeky Pint Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
“What's going on there? As in, we think society cares, society should care. It's valuable to not lose this data, and yet it does not seem to impair what investors deem to be the terminal value of the company.”
Source trail
Everything needed to verify it.
- Speaker
- John Collison
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 31 Mar 2026
- Publisher
- Cheeky Pint
Transcript context
…Exactly. "We didn't fix the database." "Which data did you lose?" "All of it." It's very hard to find that moment in the Equifax stock price chart. What's going on there? As in, we think society cares, society should care. It's valuable to not lose this data, and yet it does not seem to impair what investors deem to be the terminal value of the company. Yes. What are investors betting on? They're betting on, will anyone churn off of Equifax because this happens? I think the cynical but correct take is no. Sometimes, because you're like, "Equifax or Delta, am I going to stop?" I'm not going to stop flying Delta, especially 10 to 15 years into this where you're like, "Oh, another one. I'll add an eighth credit monitoring service." I think there is a cynicism there that is probably correct.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.