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    Bending Spoons Acquires Airtable After Hyperagent Spinout

    Posts examine Airtable's Hyperagent AI spinout ahead of a reported Bending Spoons acquisition.

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    11 Sources, 57d ago, first seen 57d ago

    TLDR

    Alex Konrad noted that commentary on Bending Spoons acquiring Airtable must account for the prior Hyperagent AI unit spinout, which could affect executive and engineer placement plus exit value. Nick Dobos described Airtable selling the declining portion while separating the AI agent business. Austen Allred stated the legacy SaaS operations went to Bending Spoons so the AI company could retain cash and pursue independent recapitalization. Sam Charrington focused on product strategy questions raised by the separation. Jeff Huber disputed predictions that the divested AI segment would reach zero value within a year.

    Combined views

    281.5K

    11 Sources, first seen 57d ago

    Combined views

    281.5K

    11 Sources, first seen 57d ago

    1.1K likes
    1.1K likes
    65 comments
    289 saves
    49 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    65 comments
    289 saves
    49 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

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    11 Sources

    @alexrkonradEveryone is a M&A expert today. But if your hot take on Bending Spoons acquiring Airtable doesn’t factor in that it spun out the AI unit, Hyperagent, it’s missing key pieces of the puzzle. Could be where execs and top engineers go, and changes the math on their exit value👇
    @Austen@pitdesi Ohhhhhhhhhh
    @NickADobosOhhhhhhh Airtable sold the part that’s going to zero in the next year, and spun out the AI agent into a separate business. Lmfao. Incredible work. Absolute win. Deal of the year. Other Tech companies would kill for someone to catch their falling knives for a cool $2.25 billion
    @jeffreyhuber@NickADobos no way it goes to zero in a year btw
    @samcharringtonMy feed is full of takes on the Airtable acquisition. Valuation. Exit multiples. Investor preferences. Who got a good deal. I’m more interested in the product strategy. Airtable spent years adding AI to the core product. Whatever they saw in its trajectory, it wasn’t enough to keep betting the company on Airtable itself. So they built Hyperagent, spun it out, and sold Airtable. To me, the interesting strategic question is this: once they’d concluded the core business wasn’t going to produce the outcome they wanted, was the best next move really to launch another generic agent platform? I don’t think so. I’ve built agentic applications on Airtable. In fact, I run much of my business on them. Structured data, relational models, automations, APIs, and a UI that business users already understand are all assets that become more valuable in an agentic world. To me, those assets are a much stronger foundation for an AI strategy than chasing the generic agent platform opportunity. Every frontier lab, cloud provider, enterprise software vendor, open source project, and hundreds of startups are converging on that same layer. Hyperagent may succeed. To me, though, that feels more like buying a lottery ticket than compounding an existing strategic advantage.
    @DanielleFongRT @NickADobos: Ohhhhhhh Airtable sold the part that’s going to zero in the next year, and spun out the AI agent into a separate business.…
    @alexeheathThere's more to the Airtable acquisition than meets the eye https://sources.news/p/microsoft-cracks-down-on-tokenmaxxing

    11 Sources

    @alexrkonradEveryone is a M&A expert today. But if your hot take on Bending Spoons acquiring Airtable doesn’t factor in that it spun out the AI unit, Hyperagent, it’s missing key pieces of the puzzle. Could be where execs and top engineers go, and changes the math on their exit value👇
    @Austen@pitdesi Ohhhhhhhhhh
    @NickADobosOhhhhhhh Airtable sold the part that’s going to zero in the next year, and spun out the AI agent into a separate business. Lmfao. Incredible work. Absolute win. Deal of the year. Other Tech companies would kill for someone to catch their falling knives for a cool $2.25 billion
    @jeffreyhuber@NickADobos no way it goes to zero in a year btw
    @samcharringtonMy feed is full of takes on the Airtable acquisition. Valuation. Exit multiples. Investor preferences. Who got a good deal. I’m more interested in the product strategy. Airtable spent years adding AI to the core product. Whatever they saw in its trajectory, it wasn’t enough to keep betting the company on Airtable itself. So they built Hyperagent, spun it out, and sold Airtable. To me, the interesting strategic question is this: once they’d concluded the core business wasn’t going to produce the outcome they wanted, was the best next move really to launch another generic agent platform? I don’t think so. I’ve built agentic applications on Airtable. In fact, I run much of my business on them. Structured data, relational models, automations, APIs, and a UI that business users already understand are all assets that become more valuable in an agentic world. To me, those assets are a much stronger foundation for an AI strategy than chasing the generic agent platform opportunity. Every frontier lab, cloud provider, enterprise software vendor, open source project, and hundreds of startups are converging on that same layer. Hyperagent may succeed. To me, though, that feels more like buying a lottery ticket than compounding an existing strategic advantage.
    @DanielleFongRT @NickADobos: Ohhhhhhh Airtable sold the part that’s going to zero in the next year, and spun out the AI agent into a separate business.…
    @alexeheathThere's more to the Airtable acquisition than meets the eye https://sources.news/p/microsoft-cracks-down-on-tokenmaxxing