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Holiday Special 2022

Cozy up to the fire and join Acquired as we do our annual strategic review of the show and our business “in public”. We recap our perspectives on Acquired’s big moments from the past year, a bit of commentary on the current state of the tech ecosystem, and what lies ahead for us in 2023. Plus as always at the holidays, we do an extended carve out session on our favorite things from the past year. Huge thank you to all of you for making 2022 an amazing year here in Acquired-land, and here’s to even bigger and better things to come in 2023! If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!): http://pod.link/acquiredlp Sponsors: Thanks to Vanta for being our presenting sponsor for this special episode. Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”! Everyone in the Acquired community can get 10% off using this link: https://bit.ly/acquiredvanta Thank you as well to Tiny: https://bit.ly/acquiredtiny Thanks also to Brex! If you sign up for Brex using this link, Brex and we will send you a free Acquired t-shirt! :) https://bit.ly/acquiredbrex Note: New and existing Brex customers are eligible for this promotion. Promotion runs through December 31, 2022, at 11:59pm PT. To receive an Acquired t-shirt, you must create a free Brex account via http://brex.com/acquired. Brex terms and conditions apply. If you’re an existing customer, send your t-shirt request to hello@acquired.com from your work email. T-shirts will be mailed within 30 days to the address on the Brex account. Carveouts!: Jerry Seinfeld on The Tim Ferriss Show https://tim.blog/2020/12/08/jerry-seinfeld/ Project Hail Mary https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202 The Psychology of Money https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681 The Power Law https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/052555999X Made in America https://www.amazon.com/Sam-Walton-Made-America/dp/0553562835 Made in Japan https://www.amazon.com/Made-Japan-Akio-Morita-Sony/dp/0451151712 The Godfather (book) https://www.amazon.com/Godfather-Signet-Mario-Puzo/dp/0451167716 Masters of Doom https://www.amazon.com/Masters-Doom-Created-Transformed-Culture/dp/0812972155 Stevie Case vs. the World https://www.vanityfair.com/style/2022/10/stevie-case-vs-the-world-gaming-industry-sexism How All this Happened https://collabfund.com/blog/how-this-all-happened/ Resonant Arc https://www.youtube.com/channel/UCFzWAEPDGiY34bGpwM_DWmA All-In https://www.allinpodcast.co Founders Podcast https://founders.simplecast.com MKBHD’s Waveform Podcast https://www.youtube.com/c/Waveform The Verge https://www.theverge.com Huberman Lab - What Alcohol Does to your Body https://hubermanlab.com/what-alcohol-does-to-your-body-brain-health/ Smartless https://www.smartless.com T-Swift’s Midnights https://www.taylorswift.com Olivia Rodrigo https://www.google.com/search?client=safari&rls=en&q=Olivia+Rodrigo&ie=UTF-8&oe=UTF-8 Andor https://disneyplusoriginals.disney.com/show/andor Black Panther https://www.marvel.com/movies/black-panther Top Gun Maverick https://www.topgunmovie.com Everything Everywhere All At Once https://a24films.com/films/everything-everywhere-all-at-once The White Lotus https://www.hbo.com/the-white-lotus The Vow https://www.hbo.com/the-vow Flighty https://www.flightyapp.com Roborock S7 Max https://us.roborock.com/pages/roborock-s7-maxv Apple Keyboard with TouchID https://www.apple.com/shop/product/MK293LL/A/magic-keyboard-with-touch-id-for-mac-models-with-apple-silicon-us-english Elgato AV gear https://www.elgato.com/en especially sound panels https://www.elgato.com/en/wave-panels and the Cam Link 4K https://www.elgato.com/en/cam-link-4k Capri Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Ben GilberthostDavid Rosenthalhost
Dec 19, 20222h 22mWatch on YouTube ↗

EVERY SPOKEN WORD

  1. BG

    How do I open again? Welcome.

  2. DR

    Wait, what is this show? What are we doing? [laughing]

  3. BG

    Welcome to How I Built This.

  4. DR

    Welcome. [laughing] No.

  5. BG

    [laughing]

  6. DR

    No, nothing against How I Built This, but that's not us.

  7. BG

    All right, let's start. [laughing]

  8. DR

    Okay. [laughing]

  9. SP

    Who got the truth? Is it you? Is it you? Is it you? Who got the truth now? Is it you? Is it you? Is it you? Sit me down, say it straight. Another story on the way. Who got the truth?

  10. BG

    Welcome to this special episode of Acquired, the podcast about great technology companies and the stories and playbooks behind them. I'm Ben Gilbert, and I am the co-founder and managing director of Seattle-based Pioneer Square Labs, and our venture fund, PSL Ventures.

  11. DR

    And I'm David Rosenthal, and I am an angel investor based in San Francisco. But today, Ben, you are hosting me at your lovely home here in Seattle.

  12. BG

    Welcome to the studio.

  13. DR

    [laughing] It's great to be here.

  14. BG

    And we are your hosts. Ho, ho, ho.

  15. DR

    Ho, ho, ho, happy holidays.

  16. BG

    Happy holidays. [hip hop music]

  17. DR

    Man, I, uh, I don't know about you, but, uh, I'm ready to put a bow on 2022. [laughing] Well, we have much to talk about.

  18. BG

    Yep. Well, listeners, normally I have, like, a script, like, a thing that I'm looking at in front of me to know what to say now, but I don't really on this one, other than to say join the Slack. There are great people there-

  19. DR

    Yes

  20. BG

    ... including probably you, if you're listening to this episode. We don't think this is an entry point for a lot of people into Acquired. We think this is probably if you're a fan, you're gonna listen to this, but I don't think this is gonna be anyone's sort of first show, so we're gonna try and go a little, uh, a little deeper and nerdier than normal.

  21. DR

    We've got a little agenda. We're gonna recap 2022 for the show, for tech, for us, talk a little bit about what's ahead in 2023. We've got some extra, extra fun carve-outs.

  22. BG

    Indeed. Well, we would be remiss if we did not thank our good friends at Vanta. So before we dive in, over to our conversation with founder and CEO Christina Cacioppo.

  23. DR

    One of the things we've talked about over the season, Christina, is how security and compliance has really evolved in these few years that Vanta has been, uh, really pushing the market forward, and it's no longer just about, like, check the box, playing defense as a company, and especially as a startup. It's actually about playing offense. Given all that and the kind of central role that Vanta is now playing in this space, how do you see security and compliance evolving?

  24. SP

    Really excited about the future, so I think a handful of things we're seeing. This concept of, you know, security and compliance and basically proving the security you have to your buyers has just become table stakes to B2B companies. When raising the seed round for Vanta in 2018, walked around and totaled the VCs that were gonna SOC 2 all their startups, and many of them very reasonably looked at me perplexed and said: "But my startups don't get SOC 2, so what are you talking about?" But now we serve a majority of the current YC batch, so people in YC right now, and again, like, YC is all about just getting revenue, but these reports just help you unlock that, and they do that by, like, opening up new markets, whether it's international or enterprise or healthcare or regulated industries. And I think particularly in the 2022 funding environment, so much is about revenue growth from secure, trusted sources, and so I think we're gonna see more companies move upmarket faster than we might have otherwise, and these big companies know that, you know, they're only as secure as their vendors are. If your vendor gets breached, looks like you did. It doesn't matter it was them, and so there's just... I think we're gonna see more and more scrutiny here over time, and that's gonna filter down into higher expectations for startups. So having stable customers that aren't gonna go out of business on you and hopefully are gonna expand over time, and one of the things these security and compliance certifications and reporting helps you do as a founder is sell to those big companies and prove your credibility. And, you know, you might not have the tenure of a kind of more established competitor, but you have their practices. You are taking good care of the customer data that you've been entrusted with and are ultimately gonna be a good and trusted business partner for the long run.

  25. BG

    Our thanks to Vanta. If you want to become a customer, along with 4,000 other companies, you can click the link in the show notes or go to vanta.com/acquired. With that, this is not investment advice. This is probably the episode of the year where we will come closest to things that might be interpreted as investment advice as we talk about things that we have liked and didn't like and predict the future and all that, so do your own research. All right, David, what are we starting with?

  26. DR

    All right, I think we gotta recap 2022. [chuckles] Despite the craziness of the year of 2022 in the, um, broader world, tech, markets, economy, this was a pretty great year for the show. I have down here my signature Acquired episodes-

  27. BG

    Mm

  28. DR

    ... and favorite memories from the year. We started the year with Taylor Swift.

  29. BG

    Yes.

  30. DR

    Isn't that crazy that that was, like-

Episode duration: 2:22:18

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