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▶ 4:56 · $BSP · Why SpaceX-Tesla Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives
episode briefing
The Information

Why SpaceX-Tesla Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives

2026-08-05 · 3 company · 4 thematic
sentiment
2 bull0 bear1 neu
speakers
chase packard

Founding partner of Marathon Management Partners, an investment firm analyzing public and private market opportunities in software and technology.

laura bratton

Writes the Applied AI newsletter for The Information, reporting on enterprise AI adoption, coding agents, and frontier model competition.

quote
“Bending spoons got a great deal. It's you know 1.285 85 billion net of cash for a company with 500,000 customers and 80 80% of the Fortune 500 using their product, 480 million in ARR growing 20%. So, you know, that's a 4.7 revenue multiple…”
—chase packard

episode shorts · 2

AI's Wake-Up Call

CoinBase's Claude Code Alternative

now playing · $BSP
$BSP···bullish· highchase packard
Bending Spoons gets great deal buying Airtable at 4.7x revenue multiple
Bending Spoons acquired Airtable at a compelling 4.7x revenue multiple (2.7x equity net of cash) for a business with 500k customers, 80% Fortune 500 penetration, and 20% ARR growt…
$COIN···neutral· mediumlaura bratton
Coinbase's internal coding agent Forge sees adoption rising faster than Claude Code
Coinbase built its own Slack-integrated coding agent Forge to avoid vendor lock-in and model-dependency, and early data shows usage growing as fast or faster than Anthropic's Clau…
$SHOP···bullish· mediumlaura bratton
Shopify goes all-in on internal coding agent River with 75% employee adoption
Shopify's homegrown coding agent River has achieved 75% company-wide adoption and is positioned as the primary tool for building Shopify, demonstrating that tech-savvy enterprises…