Rec Room Part II (with CEO Nick Fajt)

娱乐室第二部分(与首席执行官 Nick Fajt)

Acquired

商务

2021-03-24

1 小时 55 分钟
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Last Acquired left the plucky Rec Room crew in our 2018 "Part I" episode, they were a seed stage startup making a VR game that users loved but grew slowly and barely monetized. Fast forward to today, and they're now a multi-platform social "place" with millions of active users, 500%+ YoY growth and hosting a robust creator economy that's rivaled only by their oft-compared metaverse cousin Roblox in dynamics and efficiency. And oh yeah, they're now a $1B+ company after a new $100m fundraise from existing investors Sequoia and Index, which they're announcing today. We figured it was high time to revisit Nick & crew for a Part II...  Sponsors:ServiceNow: https://bit.ly/acqsnaiagentsHuntress: https://bit.ly/acqhuntressVanta: https://bit.ly/acquiredvanta More Acquired!: Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!The Rec Room Playbook is available on our website at https://www.acquired.fm/episodes/rec-room-part-ii-with-ceo-nick-fajt Links: Our "Part I" episode with Nick on Rec Room's seed round:  https://www.acquired.fm/episodes/season-2-episode-2raising-a-seed-round-with-against-gravity-ceo-nick-fajtRec Room! https://recroom.comCarve Outs: Invent and Wander:  https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction-ebook/dp/B08BCCT6MW/Resonant Arc on YouTube: https://www.youtube.com/channel/UCFzWAEPDGiY34bGpwM_DWmAHow The Economic Machine Works by Ray Dalio: https://www.youtube.com/watch?v=PHe0bXAIuk0
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  • Ah, okay.

  • Good to know.

  • So we should not ship tomorrow then.

  • Don't do it tomorrow.

  • Please wait until Wednesday.

  • Yeah.

  • Good day.

  • Glad we asked.

  • I'm going to send you the press release so you just.

  • It has the embargo at the top.

  • Welcome to season eight, episode four 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.

  • And I'm David Rosenthal and I am an angel investor based in San Francisco.

  • And we are your hosts.

  • In 2018, we did an episode on the early stage.

  • Seattle startup Rec Room founder and CEO Nick Fite joined us at the time to talk about their seed round that they had raised from Sequoia.

  • At that time, they were a popular app in the slow to develop VR landscape with a couple hundred thousand users and zero dollars in revenue.

  • Earlier today, Rec Room announced in the Wall Street Journal that they had raised $100 million at a $1.25 billion valuation from existing investors Sequoia and Index Ventures.

  • They are now a product that spans across many platforms from of course, virtual reality, but also to Xbox, PlayStation and iOS.

  • They have had astonishing growth numbers over the last year where they grew revenue 660% and now have over 15 million lifetime users, 2 million of which are creators on the platform.