Company
Airtable is a no-code platform combining spreadsheet and database features, used by teams to build custom apps and workflows.
Airtable product lead Alessandro Savarese says a large portion of the pre-acquisition team leaves by week's end after the Bending Spoons acquisition. He commits to monthly core releases, AI features and account-level controls.
Reality
Bending Spoons paid 2.7 times ARR for Airtable and 2.3 times for Miro, signed 37 days apart, according to SaaStr. SaaStr calls it a likely caller for mid-sized B2B software companies, but two deals from one buyer are a thin benchmark.
Reality
Bending Spoons has bought two of the decade's better-known B2B software brands inside about a month, and in both the cash the companies had banked went back to sellers at face value while the growth rate moved the price.
Perspective Coverage
6 publishersReality
OpenAI and Anthropic raised more than $200 billion of the record $515.8 billion invested in US startups through September, PitchBook-NVCA data shows. With IPOs slipping, a venture-backed vendor that exits is likelier to be sold, often below its last private price.
Reality
Bending Spoons says it has fixed more than 100 Vimeo bugs and shipped over 50 improvements since its $1.38 billion purchase of the platform. Teams running corporate video can build on what has shipped, but headcount and pricing are still open questions.
Reality
A contributor column puts the one-year fall in Europe's junior technical hiring at 73.4%. The best-evidenced case in the same piece has Ford calling 300 experienced engineers back to fix what its cameras missed.
Reality
A single month of trading undid eight months of AI-disruption pricing in B2B software. That is a multiple moving, not a business changing. The winners were sorted by whose meter the agent workloads run through.
Reality
Bending Spoons is buying its second discounted collaboration platform in five weeks. Some Miro shareholders are putting part of their proceeds into stock of a buyer the public market has just marked up.
Reality
Crunchbase counted 29 additions to its unicorn board in August, worth about $63bn, and across the nine AI, software and semiconductor entrants with disclosed terms, every dollar of new cash set roughly eight dollars of paper.
Reality
The payments company says it will be IPO-ready by December and that this is still not the time, and against roughly $132 billion of large offerings already on the year's tape, its $650 million of private funding looks like the cheaper trade.
Reality
Morgan Stanley closed its purchase of the secondaries marketplace in January, and the private shares changing hands there increasingly sit behind lenders who get paid first.
Reality
SaaStr says it dropped Canva and Notion without running a comparison, because its agents built an ad creative operation without either product coming up. That is a harder loss to win back.
Reality