Bending Spoons paid 2.7x ARR for Airtable and 2.3x for Miro, SaaStr says
Bending Spoons paid 2.7 times ARR for Airtable and 2.3 times for Miro, signed 37 days apart, according to SaaStr. SaaStr calls it a likely caller for mid-sized B2B software companies, but two deals from one buyer are a thin benchmark.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+20
- Incentives
- Not scored
- Confidence50
Bending Spoons has bought two of the decade's better-known B2B software brands inside about a month, and in both the cash the companies had banked went back to sellers at face value while the growth rate moved the price.
Perspective Coverage
6 publishers
- Builder
- Builder 10%
- Operator
- Operator 38%
- Investor
- Investor 52%
Reality
- Evidence66
- Adoption52
- Hype gap+20
- Incentives58
- Confidence63
buildOne report1 publisher Miro moved 70,000 tests from Jest to Vitest after years of slow CI, memory leaks, and failed patches
Miro moved 70,000 unit tests on its 6-million-line frontend from Jest to Vitest in two months, one of its engineers wrote. His figures for the old CI, six runners at up to 20 minutes a job, show what another team's test jobs would have to look like before the same switch pays off.
Reality
- Evidence40
- Adoption30
- Hype gap+20
- Incentives35
- Confidence45
PitchBook's record $515.8B venture tally rests on OpenAI and Anthropic rounds
OpenAI and Anthropic raised more than $200 billion of the record $515.8 billion invested in US startups through September, PitchBook-NVCA data shows. With IPOs slipping, a venture-backed vendor that exits is likelier to be sold, often below its last private price.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap+5
- Incentives35
- Confidence55
Bending Spoons fixes more than 100 Vimeo bugs after complaints about slow performance
Bending Spoons says it has fixed more than 100 Vimeo bugs and shipped over 50 improvements since its $1.38 billion purchase of the platform. Teams running corporate video can build on what has shipped, but headcount and pricing are still open questions.
Reality
- Evidence35
- Adoption
- Not scored
- Hype gap+10
- Incentives75
- Confidence40
Miro clears at 7.7 cents on the dollar against its $17.5B private mark
SaaStr's recap puts a completed sale at $1.35B against a $17.5B private mark. The same recap reports a $1B round at $10B for Instinct, a company priced near $50M pre-money in April.
Reality
- Evidence27
- Adoption22
- Hype gap+30
- Incentives78
- Confidence33
Bending Spoons buys Miro at about 2.3 times its recurring revenue
Bending Spoons is buying its second discounted collaboration platform in five weeks. Some Miro shareholders are putting part of their proceeds into stock of a buyer the public market has just marked up.
Reality
- Evidence55
- Adoption62
- Hype gap+12
- Incentives70
- Confidence52
buildOne report1 publisher GitHub agent apps move delivery integration from your CI config into the pull request
GitHub's walkthrough has Amplitude, Endor Labs, LaunchDarkly and PagerDuty agents answering questions inside a single pull request. The integration point is now GitHub's agent harness.
Reality
- Evidence28
- Adoption20
- Hype gap+34
- Incentives86
- Confidence48