Eventbrite is mentioned as a company that Bending Spoons will analyze for AI enhancement opportunities to increase customer value and subscription revenue.
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If You Missed Palantir, This Could Be Even Bigger
Sep 11, 2026
The creator discusses the investment opportunity in Bending Spoons, an Italian software company that acquires businesses at significant undervaluation, improves them, and generates free cash flow. The company has a history of successful acquisitions, including Evernote and AOL, and leverages internal tools to increase efficiency across its portfolio. Bending Spoons recently acquired Miro for $1.35 billion.
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Evernote is mentioned as a past acquisition by Bending Spoons, highlighting how its valuation fell before acquisition despite a core customer base.
Palantir is mentioned as an example of a software company that became massive by building essential software.
Salesforce is mentioned as an example of a software company that became massive by building essential software.
Service Now is mentioned as an example of a software company that became massive by building essential software.
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