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
Insight
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…”
Sam Lessin Aug 7, 2026 ▶ 23:49 Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era · More or Less Podcast
Aug 7, 2026 bullish
Opinion
Lessin: Bending Spoons is well positioned to buy struggling SaaS cheaply
“I think Bending Spoons is, like, so well positioned with a public currency to pick all this shit up for cents on the dollar.”
Sam Lessin Aug 7, 2026 ▶ 25:27 Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era · More or Less Podcast
Aug 7, 2026 neutral
Prediction Not checkable as stated
Lessin: Bending Spoons will milk enterprise contracts and cut support to zero
“These things have big enterprise contracts. They're going to like milk those. They're going to Like, hack the CS, the customer support teams to zero because they can consolidate it.”
Sam Lessin Aug 7, 2026 ▶ 27:34 Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era · More or Less Podcast
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.