Every 📧(@every):🍃 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.

Every 📧

@every

The only subscription you need to stay at the edge of AI. Ideas and apps: @TrySpiral @CoraComputer @SparkleApp @usemonologue

Joined September 2012

120 Following 55.6K Followers

Every 📧@every

2026.09.10 15:42

🍃 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.