Vincent(@WhiteCollarExit):AI’s most interesting adoption play (4-5x potential)? Bending Spoons $BSP buys established SaaS companies transforms those assets and recycles FCF. Why they are so outstanding: Talent: ~620 Spooners, hired from 800k+ applicants, drove rev/employee from $1.1 to $4M (2023 - 2026). =Provide SaaS with top 0.01% talent they cannot attract Platform: 50+ proprietary plug & play tools have been built over +10yrs to transform the companies they buy. = Each acquisition adds context (data) to the tech stack Culture & management: CEO says "75% tech, 25% PE". 4 Founders (holding 49% stocks) have been building with AI since 2010. = AI first company (in times AI moves in step functions) SO many similarities to early $PLTR ... 40 min deep on YT:

2026.09.18 14:46

AI’s most interesting adoption play (4-5x potential)? Bending Spoons $BSP buys established SaaS companies transforms those assets and recycles FCF. Why they are so outstanding: Talent: ~620 Spooners, hired from 800k+ applicants, drove rev/employee from $1.1 to $4M (2023 - 2026). =Provide SaaS with top 0.01% talent they cannot attract Platform: 50+ proprietary plug & play tools have been built over +10yrs to transform the companies they buy. = Each acquisition adds context (data) to the tech stack Culture & management: CEO says "75% tech, 25% PE". 4 Founders (holding 49% stocks) have been building with AI since 2010. = AI first company (in times AI moves in step functions) SO many similarities to early $PLTR ... 40 min deep on YT: