Bending Spoons
3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 7, 2026 by Sam Lessin · across every show →
Everything said about Bending Spoons, oldest first
Aug 7, 2026 negative
Lessin: Late-stage VCs only accept steep discounts if spinouts retain AI upside
“The reason this never happens is because big fancy investors, not us lowly seed investors, but big fancy ones, have no interest in the write down, right? It's a massive write down, right, for them. And they'd rather just stick it on their books and pretend lik…”
Aug 7, 2026 bullish