Airtable

6 statements across 3 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement Sep 22, 2023 by Jason Calacanis · said 25 times in 5 episodes since 2023 · across every show →

Mentions by year

brought up most by Jason Calacanis (24), Brad Gerstner (1)

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Everything said about Airtable, oldest first

Sep 22, 2023 bearish
Assertion Supported
Calacanis: Airtable's 78x revenue multiple far exceeded public peers
“If you look at the Ford price to sales multiple, 78 acts, For an 11.7 billion dollar valuation at a hundred fifty million ARR. And you compare it to the trailing price to sales multiples. In the project management space, Monday's at 12 X plus, Asana, 6.6 X, an…”
Jason Calacanis Sep 22, 2023 ▶ 1:09:31 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Oct 7, 2023 positive
Assertion Not checkable as stated
Sacks says Airtable still has two-thirds of its raised capital
“What we heard is that Airtable still has something like two thirds of the money that is raised in the bank.”
David Sacks Oct 7, 2023 ▶ 4:32 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Oct 7, 2023 positive
Assertion Not checkable as stated
Sacks estimates Airtable's annual recurring revenue is around $500 million
“So when you put all these things together, I wasn't able to get the exact numbers, but if you just do a little bit of napkin math here, my guess is that air table is somewhere in the half a billion of ARR Club.”
David Sacks Oct 7, 2023 ▶ 3:44 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Oct 7, 2023 bullish
Prediction Open · timeframe Oct 2028
Sacks predicts Airtable will eventually have a successful IPO
“And I think it'll have a nice IPO at some point when they decide they want to do it.”
David Sacks Oct 7, 2023 ▶ 4:52 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Aug 7, 2026
Disclosure
Gerstner: Altimeter passed on Airtable's last three funding rounds
“We passed on this in the last three funding rounds, right? Which I think we're at 2,000,000,005 1,000,000,011 billion.”
Brad Gerstner Aug 7, 2026 ▶ 1:03:50 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Aug 7, 2026
Assertion Supported
Sacks: Airtable spun out Hyper Agent prior to Bending Spoons acquisition
“Airtable spun out its AI agent business, which is known as Hyper Agent. Into a separate independent company prior to this acquisition.”
David Sacks Aug 7, 2026 ▶ 49:33 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
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