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Bending Spoons could dominate SaaS if they go agent native first
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bending spoons on a generational run right now if they make their saas apps agent native
Every@everySep 10
🍃 Tea Leaves: Bending Spoons is on a discount shopping spree buying SaaS companies at big discounts. A few weeks ago they acquired airtable for a similar gap. SaaS businesses don't seem to be faring too well in the AI boom. We're super bullish on this for them if they then make each app agent native. Big if. This is a huge opportunity for anyone who wants to take advantage of depressed SaaS valuations.