Bending Spoons (private)

We stopped talking to investors and bought $6B of our own stock, says AppLovin's CEO

11 lessons: Why he calls advertising machine learning 1.0, what the buyback did to the share count, and why he thinks agents will not do your shopping…

4 hrs ago • The Scuttlebutt

Mitchell Green: the same Ferrari sells for about twice as much here as in Europe

9 arguments: why leverage now decides which companies can answer AI, the family offices putting 3% of a fortune into cars, and the Formula One halo as a…

Sep 15 • The Scuttlebutt

Nico Wittenborn: Bending Spoons is often the only serious bidder, so it sets the price

13 lessons: why the chat assistants ate the consumer app opportunity, what RevenueCat's data shows about launches, and the 18 months it took to raise…

Sep 15 • The Scuttlebutt

Bending Spoons Bought Miro 89% Below Its Last Funding Round

6 takeaways: why Tailwind found a landing spot at Shopify, the hosts' case for shrugging at the iPhone Duo's crease, and a tennis match that ended at…

Sep 11 • The Scuttlebutt

Joe Faraday: why he sold LVMH and bought a Greek bank and a German arms maker | Short Briefings on Long Term Thinking

Baillie Gifford's new head of European equities on why the continent now looks more like emerging markets, what Rheinmetall has to prove, and the AI…

Sep 1 • The Scuttlebutt

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