가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Patrick OShaughnessy
@patrick_oshag
가입 June 2013
2.5K 팔로잉 중    365.5K 팬
Christina Cacioppo on why Vanta is eating its token costs: "If you try to charge people based on tokens, they are very quick to say, 'Oh, you've just marked up a Claude token 4X. Are you 4X as good as Claude?' You actually put yourselves in a competitive position against the models that probably no application really wants to do. We're eating the token cost right now. We're taking lower margin. This is a usage phase and a deployment phase of this technology, and just go nail that, and you can figure out commercialization after."
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My second conversation with Christina Cacioppo (@christinacaci), Vanta's cofounder and CEO. Charlie Songhurst says the best returns come from companies that are highly boring and highly complex, because fewer founders want to build them. Vanta is one of those companies. When we first talked five years ago, Christina told me about building the first version of Vanta in Excel. Since then she has turned it into the category leader in security compliance. Now she is rebuilding it around AI. We discuss: - Why great software businesses got cheap - Why Vanta eats the cost of AI instead of marking it up - Why comp for top people is up 10X in five years - What is over/under hyped in AI - How AI attackers are changing security - Vanta marketing + billboards - Building trust in an era of low trust Enjoy! TIMESTAMPS 0:00 Intro 4:17 Surviving the SaaSpocalypse 9:40 The AI Pricing Trap 16:17 Rebuilding Software for AI 22:43 Silicon Valley's Talent Wars 31:57 What's Overhyped in AI 38:39 Security at Machine Speed 47:16 Reinventing Software 55:37 The Billboard War 60:38 Rebuilding Trust in Technology
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