Is Bending Spoons really worth nearly $30 billion?
This week on Trading Places, Dave McClure and Aman Verjee break down the Italian software roll-up after its $2.25B acquisition of Airtable — and ask whether buying challenged SaaS companies at 3–4x revenue can justify Bending Spoons trading around 10x revenue.
Timestamps:
00:39 - [ tech and vc news ]
02:00 - historic Q2 earnings💲
05:18 - SpaceX stock rises 📈
09:53 - Elon scores AI wins after Grok 'miss' 💪
11:44 - Nvidia partners with Elon 💽
15:55 - Elon is planning the largest building in the world 🏢
18:10 - SpaceX buys Cursor 🚀
19:47 - OpenAI slashes prices 🔖
22:34 - Pitchbook Q2 report on VC Secondary Market 🛍
29:54 - Zach Dell starts energy company: Base Power @$13B🔌
30:38 - defense-tech startup Hadrian on the rise @8B 🪖
31:06 - AI power crunch fuels Valar Atomics @$6B ⚛️
34:45 - Palmer Luckey joins Elon, Bezos and Dorsey 🏦
37:57 - Bending Spoons buys Airtable 💰
42:14 - the SaaSpocalypse is real 🧟♂️
47:25 - [ valuation corner: Bending Spoons, Luca Ferrari ]
49:09 - unconventional background of Milan-based founder Luca Ferrari 🇮🇹
50:03 - buying up famous internet names 🏚
50:38 - determining if their current value is justified 🤔
52:26 - recent acquisition of Airtable 💨
54:14 - why the Bending Spoons business model makes sense 👍
57:35 - second takes 😂[ links ]
[ invest = https://practicalvc.com ]
[ trading places socials = www.linktr.ee/tradingplacespod ]
[ aman verjee = https://www.linkedin.com/in/aman-verjee | https://x.com/amanverjee ]
[ dave mcclure = https://www.linkedin.com/in/davemcclure | https://x.com/davemcclure ]
Disclaimer: This is not investment advice. We may hold positions in companies discussed. Do your own research.
