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▶ 4:56 · $BSP · Bending Spoons gets great deal buying Airtable at 4.7x revenue multiple

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…