Evernote (private)

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…

11 hrs ago • Scuttlebutt

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…

Nov 2 • Scuttlebutt

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…

Oct 16 • Scuttlebutt

"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…

Sep 22 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts