Luca Ferrari, Bending Spoons

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

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