7/5/2026 at 8:23:21 PM
Their 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.by t0mas88
7/5/2026 at 5:25:30 PM
How Bending Spoons built a $23B tech empire from struggling brands
https://www.ft.com/content/040aac86-f458-400b-a353-7ff2ee5aa34fby chuckus