Bending Spoons at $30B: Brilliant Roll-Up or Overvalued? + SpaceX, Airtable & VC News

trading places · Aug 13, 2026 · 58m

Is Bending Spoons really worth nearly $30 billion?

This week on Trading Places, Dave McClure and Aman Verjee break down the Italian software roll-up after its $2.25B acquisition of Airtable — and ask whether buying challenged SaaS companies at 3–4x revenue can justify Bending Spoons trading around 10x revenue.

Timestamps:

00:39 - [ tech and vc news ]

02:00 - historic Q2 earnings💲

05:18 - SpaceX stock rises 📈

09:53 - ⁠Elon scores AI wins after Grok 'miss' 💪

11:44 - Nvidia partners with Elon 💽

15:55 - Elon is planning the largest building in the world 🏢

18:10 - SpaceX buys Cursor 🚀

19:47 -…