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$AIRTABLE · Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN
now playing · $AIRTABLE
$AIRTABLEbearish· highjohn coogan
Airtable acquired by Bending Spoons at 2.7x ARR, 80% below peak valuation
Airtable's $11.7B peak valuation collapsed to $1.285B enterprise value (2.25B equity) because single-point SaaS solutions without network effects cannot sustain 40-100x revenue mu…
$AIRTABLEbearish· highjohn coogan
Airtable acquired by Bending Spoons at 2.7x ARR, down 80% from peak valuation
Airtable's $11.7B peak valuation collapsed to $1.285B enterprise value (2.7x ARR) because single-point SaaS solutions without network effects cannot sustain 40-100x revenue multip…
$BSP···bullish· highjohn coogan
Bending Spoons emerges as Constellation Software for prosumer high-churn SaaS
Bending Spoons is building a Constellation Software-style rollup for prosumer/high-churn SaaS, buying distressed assets at 2-3x ARR, rightsizing teams, and running them efficientl…
$BSP···bullish· mediumjohn coogan
Bending Spoons emerges as Constellation Software of prosumer SaaS consolidation
Bending Spoons is building a Constellation Software-style rollup of slow-growing, high-churn prosumer SaaS companies, buying at 2-3x ARR and right-sizing operations; they act as b…
$HYPER-AGENTbullish· mediumjohn coogan
Airtable spins out AI agent business Hyper Agent before acquisition, potential 10x growth vehicle
Airtable spun out its AI business (Hyper Agent) prior to the Bending Spoons sale, retaining the high-growth AI asset while shedding the slow-growth SaaS base. If executed well, Hy…
$SNAP···neutral· mediumjohn coogan
Snap delivers strong quarter with 19% revenue growth and 85% subscription growth, but Spectacles remain a costly distraction
Core advertising business shows operating leverage with revenue growing faster than costs; subscriptions hit $316M/quarter (85% YoY) becoming a $1B high-margin line. However, Nort…
$SNAP···bullish· mediumjohn coogan
Snap beats earnings with 19% revenue growth, subscriptions hit $1B run rate
Snap delivered a strong quarter with revenue up 19% YoY, operating leverage expanding margins, and subscriptions growing 85% to a $1B run rate from only 3% of users; however, Nort…
$OPENAIbullish· mediumjohn coogan
OpenAI countersues Apple with evidence of sloppy legal process and talent poaching
OpenAI's blog post rebuts Apple's trade-secret lawsuit with text messages showing Apple lawyers emailed the wrong person, failed to secure the departing employee's laptop, and for…
$OPENAIbullish· mediumjohn coogan
OpenAI fires back at Apple lawsuit with detailed rebuttal exposing flawed claims
OpenAI's blog post systematically dismantles Apple's trade secret lawsuit, showing Apple's lawyers emailed the wrong person, the former employee was helping former colleagues at A…
$AAPL···bearish· lowjohn coogan
Apple's OpenAI lawsuit appears flawed; failed to secure departing employee's laptop
Apple's trade secret lawsuit against OpenAI contains factual errors (wrong person emailed, omitted context that Apple employees requested file access), and it's surprising Apple d…
$SPCX···bullish· highjohn coogan
SpaceX revenue doubles to $7.8B with Starlink and AI segments each 4x launch business
SpaceX's connectivity segment (Starlink) at $4.3B and AI segment at $2.6B now each dwarf the launch business ($962M). Starlink is the sole profit driver. The Nvidia partnership to…
$SPCX···bullish· highjohn coogan
SpaceX revenue doubles to $7.8B, Starlink 4x launch business, AI segment $2.6B
SpaceX's connectivity segment (Starlink) at $4.3B is now 4x larger than its launch business ($962M), and its new AI segment ($2.6B) already exceeds launch revenue; the company bea…
$NVDA···bullish· mediumjohn coogan
Nvidia partners with SpaceX to put data-center GPUs in orbit for Star Mind AI1 payload
Nvidia is extending its data-center dominance into space via SpaceX partnership, designing the Star Mind AI1 payload to bring orbital compute — a natural extension of 'everything…
$NVDA···bullish· mediumjohn coogan
Nvidia partners with SpaceX to put data center compute in orbit
Nvidia is designing the Star Mind AI1 payload for SpaceX to bring data center-class compute into orbit, extending its AI infrastructure dominance to space-based computing; this al…