Glenn Borok, Principal @ Alumni Ventures
Airtable's $1.2B sale to Bending Spoons reveals a valuation collapse from $11.7B peak, but the real story is the carve-out of HyperAgent—the AI product—which stays independent. This separation strategy, valuing AI upside separately from a mature cash business, may become a template for other struggling unicorns with promising new bets.
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Topics: Enterprise Software · AI (Horizontal) · Venture Capital & Startups
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