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Gross retention as the primary predictor of SaaS terminal value

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TBPN · Aug 5, 2026

Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN

Airtable acquisition by Bending Spoons at 2.7x ARR SaaS valuation compression and the 'SaaS apocalypse' narrative Liquidation preferences and employee equity education Snap Q2 2025 earnings: subscription revenue growth and ad monetization Snap Specs smart glasses competitive positioning