Tanay Jaipuria(@tanayj):Bending Spoons might end up being the savior for late-stage VCs who went aggressive in SaaS in 2021. Airtable and Miro sold at ~$1.8-2.3B equity values and the late-stage prefs get paid back in full. In an IPO scenario (if possible at all), they take 80%+ hit.

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

Joined October 2008

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Tanay Jaipuria@tanayj

2026.09.11 20:02

Bending Spoons might end up being the savior for late-stage VCs who went aggressive in SaaS in 2021. Airtable and Miro sold at ~$1.8-2.3B equity values and the late-stage prefs get paid back in full. In an IPO scenario (if possible at all), they take 80%+ hit.

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