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How Bending Spoons built a $23B tech empire from struggling brands
- chuckus 3mo agohttps://archive.is/YdMYW https://archive.is/YdMYW
- t0mas88 3mo agoTheir model sounds similar to ESW Capital. The main threat would probably be some form of SaaS-pocalypse, they both own a lot of fairly simple SaaS products with high prices.
- twoodfin 3mo agoI don’t really get the SaaS-pocalypse hypothesis. That these products are “fairly simple” implies that the value they provide was never in the code to begin with.