Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN
Summary
The episode analyzes Airtable’s acquisition by Bending Spoons, highlighting the SaaS valuation shifts, and Snap’s earnings driven by subscription growth despite Spectacles hype. It covers OpenAI’s legal response to Apple, clarifies a viral BMW ad story, and reviews SpaceX’s earnings, noting Starlink and AI now outpace launch revenue.
Topics discussed
Airtable acquired by Bending Spoons and SaaS valuation reset
Airtable's future, AI threats, and employee liquidity
Bending Spoons strategy and the HyperAgent spin-out
Snap earnings: revenue growth, subscriptions, and Specs
Evan Spiegel interview on Specs and competition
OpenAI vs Apple lawsuit and prediction markets
BMW in-car Spider-Man ads and ad-supported cars
SpaceX earnings: Starlink, AI, and launch segments
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