Newcomer Pod · 2026-06-16 · 47 min
The CEO of a $4 billion compliance company on how her biggest competitor was faking it, and what that means for AI startup culture. Christina Cacioppo, co-founder and CEO of Vanta, joins Eric Newcomer to talk about the scandal that shook the compliance world. Her $4 billion competitor Delve was caught pre-filling compliance reports without doing the actual security work - and customers had no idea. Christina explains how Vanta figured it out, why fake compliance is a better product experience than real compliance, and what happened to Delve's customers after the story broke. The conversation also covers the AI hype cycle and whether it is crypto 2.0, why AI is both the biggest threat and biggest tailwind for security companies, the broken VC equity social contract, and what it really takes to build a $4 billion company without losing sight of the fundamentals. Subscribe for weekly conversations with the founders, investors, and executives shaping the tech industry.
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