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…

Bending Spoons will likely streamline operations and reduce costs after acquiring Airtable, improving profitability by right-sizing the business.

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…

Hyper Agent, the AI spinout from Airtable, could scale rapidly to 10x yearly growth if the team executes effectively, offering significant upside.

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…

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…

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…

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…

SpaceX delivered better-than-expected revenue and earnings, with Starlink driving profitability and AI becoming a major business line, indicating strong fundamentals despite inves…