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▶ 68:38 · $AOL · AOL GM reveals millions of active users and untapped AI potential post-Yahoo carve-out
episode briefing
Sourcery with Molly O'Shea

Bending Spoons Founders on Buying Airtable, AOL, Vimeo & Eventbrite

2026-09-14 · 2 company · 0 thematic
sentiment
2 bull0 bear0 neu
speakers
francesco

Francesco is a co-founder of Bending Spoons and leads its M&A strategy, having executed acquisitions including AOL, WeTransfer, and Mosaic. He previously attempted to acquire Grindr in 2019.

valley

Valley joined Bending Spoons at 25 after three application attempts, rose to lead the Mosaic acquisition (80+ apps), and now manages 90+ products as GM of AOL, overseeing its carve-out from Yahoo and AI-driven product revival.

quote
“>> Yeah. So, as you say, AOL was a pretty healthy business when we acquired it and it's still as of today. Uh, I think the there are many misconceptions about the brand just because it's been there for a while. people think that it's dead…”
—valley
now playing · $AOL
$BSP···bullish· highfrancesco
Bending Spoons CEO details roll-up strategy and APO path to public markets
Bending Spoons compounds value by acquiring digital products with untapped potential, applying its platform of talent, technology, and data-driven processes to unlock growth, and…
$AOLbullish· highvalley
AOL GM reveals millions of active users and untapped AI potential post-Yahoo carve-out
AOL remains a healthy business with millions of engaged users across mail and news portal, and Bending Spoons plans to reinvigorate product development with AI integration and cro…