Bending Spoons

Invest Like The Best

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"There's this kind of funny fear that now Bending Spoons is like the grim reaper in the hallway meme or whatever. No one wants to be a Bending Spoon. Love Bending Spoons, by the way."

"I have enormous respect for Bending Spoons. I think they're doing amazing work... Their strategy is mostly to buy things that are sort of past their prime and extend the life."

This Week in Startups

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"There's actually a company Bending Spoons in Italy that's been buying up all these old assets, and their core premise is the company had 200 people, they get it down to 20... and they use AI to automate everything and make it profitable."

"You look at a bunch of these companies like the ones that Bending Spoons has acquired... what they're doing is dramatically taking out costs and increasing prices. They're kind of like a private equity firm in that way."

"Good old Bending Spoons. European. Just going to put it out there."

David Senra

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"I met this guy named Luca Ferrari who does this company called Bending Spoons and I remember having lunch with him back in like February and literally the lunch was so jarring because he was describing how he built his company and ideas I'd never ..."

"What I do think is interesting about Bending Spoons and some of the newer firms is actually the ways in which they're bringing technology and a kind of technology-first approach to how they're sourcing and how they're driving value. I do believe t..."

John Coogan

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"Comparing some of these vertical AI companies to the prices that Bending Spoons has been paying, it just feels like an incredible disconnect."

Jordi Hays

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"I think that Bending Spoons is going to print on a lot of these deals because there aren't a lot of buyers willing to say, 'Yeah, I'm going to spend a billion dollars for this company that's not growing anymore.'"

"We talked about Bending Spoons last week. They get rid of 80% of the employees, then put the 20% who are left as AI-first employees and figure out how to get all of this incredible revenue."

"Just worth pointing out the Bending Spoons side. I'm buying stuff at 2.8x while trading in the market at 0 to 10 times revenues. They're going to do this all day, every day."

TBPN

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"Bending Spoons is emerging as the Constellation Software of the prosumer, higher-churn SaaS — a fascinating turn of events and a good thing for cap stacks everywhere just because there's more liquidity for systems."