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Arena Show Part I: Idea Dinner + YC Continuity

12 May 2022 30 published claims 4 attributable people
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Speakers in the public record

Ben GilbertAnu HariharanDavid RosenthalPacky McCormick

Claim mix

belief 16evaluation 7commitment 2prediction 2recommendation 1uncertainty 1preference 1

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

30 published records

04 / belief

My understanding of the normal way or the way before Vanta that this happened is you spent three months trading documents back and forth. I think you use technology to accomplish this.

“My understanding of the normal way or the way before Vanta that this happened is you spent three months trading documents back and forth. I think you use technology to accomplish this.”
Speaker
Ben Gilbert
Publisher
Acquired

05 / belief

Indeed, especially this first quarter. It really got, I think, a 45% drawdown. When you look under the hood at what the company has been doing, certainly some of the multiple compression is merited, but the growth in revenue, the net retention, the free cash flow, all of those things have moved in a stellar direction.

“Indeed, especially this first quarter. It really got, I think, a 45% drawdown. When you look under the hood at what the company has been doing, certainly some of the multiple compression is merited, but the growth in revenue, the net retention, the free cash flow, all of those things have moved in a stellar direction.”
Speaker
Not verified from transcript
Publisher
Acquired

10 / belief

I think you have a lot of resilience based on the price, not to mention all the free options that come stapled to that business, which are the NFT business and every other venture that they're going into.

“I think you have a lot of resilience based on the price, not to mention all the free options that come stapled to that business, which are the NFT business and every other venture that they're going into.”
Speaker
Ben Gilbert
Publisher
Acquired

19 / belief

If anybody wants to use Vanta to become—I don't have this in my script, but I've said it so many times, I think I know—compliant in weeks instead of months and get compliance that doesn't SOC 2 much, if I've seen your billboards correctly.

“If anybody wants to use Vanta to become—I don't have this in my script, but I've said it so many times, I think I know—compliant in weeks instead of months and get compliance that doesn't SOC 2 much, if I've seen your billboards correctly.”
Speaker
Ben Gilbert
Publisher
Acquired

20 / belief

I think that on the retail side, they'll keep adding credit cards, advertising, Buy with Prime, leveraging their infrastructure across other retailers on the Internet, and all of those are high-margin products.

“I think that on the retail side, they'll keep adding credit cards, advertising, Buy with Prime, leveraging their infrastructure across other retailers on the Internet, and all of those are high-margin products.”
Speaker
David Rosenthal
Publisher
Acquired

26 / evaluation

To your point, I think their capex last year was something like 3X or 4X any of the other big tech companies because you're just building out these warehouses and data centers.

“To your point, I think their capex last year was something like 3X or 4X any of the other big tech companies because you're just building out these warehouses and data centers.”
Speaker
Ben Gilbert
Publisher
Acquired

28 / evaluation

I've written about the company, but this is a point that I am taking from Twitter, which is that somebody said it is the worst UI/UX customer experience in the biggest market out there and they have the best solution with iBuying.

“I've written about the company, but this is a point that I am taking from Twitter, which is that somebody said it is the worst UI/UX customer experience in the biggest market out there and they have the best solution with iBuying.”
Speaker
Packy McCormick
Publisher
Acquired

29 / evaluation

More important than that is we get evidence that people listen in the form of analytics, tweets, or anecdotes here and there of someone saying oh, I listen to the show, but there's no human visceral way to feel that.

“More important than that is we get evidence that people listen in the form of analytics, tweets, or anecdotes here and there of someone saying oh, I listen to the show, but there's no human visceral way to feel that.”
Speaker
Ben Gilbert
Publisher
Acquired

30 / evaluation

We learned from Arena Shows past, very small live shows past, that our normal format of telling a three-plus hour story of a business doesn't work very well in this sort of time where you're sitting down and you can feel the audience getting antsy in those long stories.

“We learned from Arena Shows past, very small live shows past, that our normal format of telling a three-plus hour story of a business doesn't work very well in this sort of time where you're sitting down and you can feel the audience getting antsy in those long stories.”
Speaker
Ben Gilbert
Publisher
Acquired
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