Bending Spoons is an Italian company that acquires and streamlines underperforming software businesses.
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The creator discusses Bending Spoons' acquisition of Airtable, highlighting a significant valuation haircut...
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The creator discusses Bending Spoons' acquisition of Airtable, highlighting a significant valuation haircut from its 2021 peak. He argues that this deal reflects a broader trend of SaaS valuation compression, where software itself is no longer a sufficient moat, leading to lower multiples for many companies.
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Airtable was acquired at a significant valuation discount, reflecting a broader trend of SaaS valuation compression.
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