Bending Spoons Buys SaaS at Deep Discounts, Bets on Making Airtable and Peers Agent-Native
danshipper · x · 2026-09-10
Every's Tea Leaves notes Bending Spoons is on a discount shopping spree acquiring SaaS companies — including Airtable — as SaaS valuations sag in the AI boom. The thesis: if they make each app agent-native, the discounted acquisitions could be a generational run, though that's a big if. A major opportunity for anyone exploiting depressed SaaS valuations.
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