Newcomer · 7 August 2026 · Industry Analysis

SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons

Eric Newcomer

Airtable's $1.3B sale to Bending Spoons at a steep discount to its $11.7B peak signals trouble ahead for pre-AI SaaS; early investors who cashed out at peak valuations made outsized returns, but late-stage holders face writedowns.

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Topics: Enterprise Software · Venture Capital & Startups

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