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Bending Spoons - $BSP

20 people now run Evernote, down from about 350, Bending Spoons' CEO finds
9 principles: revenue per employee up from $1M to over $4M in 3 yrs, why he would sign for shrinking companies at a 65% IRR, and the 1-in-1,000 odds…
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Bending Spoons CEO: AI writes 94% of our code, and no good company should be under 70%
10 lessons: Why SaaS multiples assumed 12% growth for 15 years, why cheap code never threatened incumbents, a leverage cap below 3x, and the tax refund…
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Higher rates mostly help a buyer that clears a 25% hurdle — Bending Spoons CEO
12 insights: why AOL is only 15% of Bending Spoons' revenue, the $2T math bulls put on Anthropic's IPO, and memory chips Roundhill's CEO says are sold…
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Better Tomorrow Ventures partner on Muse: "I think a billion users is a big number"
13 arguments: why a SignalFire bear won't pay $10B for Instinct, why Khosla Ventures stays out of AI training-data companies, and what SaaS is still…
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"They bought AOL for roughly 4 times EBITDA": Core Advisors' founder on media deals
10 lessons: Why subscriptions get the highest multiple and events the lowest, what an $80M podcast deal actually buys, and why media companies raise…
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We stopped talking to investors and bought $6B of our own stock, says AppLovin's CEO
11 lessons: Why he calls advertising machine learning 1.0, what the buyback did to the share count, and why he thinks agents will not do your shopping…
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Mitchell Green: the same Ferrari sells for about twice as much here as in Europe
9 arguments: why leverage now decides which companies can answer AI, the family offices putting 3% of a fortune into cars, and the Formula One halo as a…
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Nico Wittenborn: Bending Spoons is often the only serious bidder, so it sets the price
13 lessons: why the chat assistants ate the consumer app opportunity, what RevenueCat's data shows about launches, and the 18 months it took to raise…
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Bending Spoons Bought Miro 89% Below Its Last Funding Round
6 takeaways: why Tailwind found a landing spot at Shopify, the hosts' case for shrugging at the iPhone Duo's crease, and a tennis match that ended at…
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Joe Faraday: why he sold LVMH and bought a Greek bank and a German arms maker | Short Briefings on Long Term Thinking
Baillie Gifford's new head of European equities on why the continent now looks more like emerging markets, what Rheinmetall has to prove, and the AI…
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