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Meta Ships Muse Wonder, Jev Raises $870M 24 Days After Launch, and Anthropic Cuts Haiku 90%: The Top Takeaways From This Week’s 20VC x SaaStr

Pro rata goes to Delaware, Nvidia circles Reflection, a record 42 decacorns, and why the B2B apocalypse never ended for anyone under $1B in ARR A nuclear startup took its earliest institutional backer to court over a spring-back clause. Meta put its first model at the frontier. A 20-person team raised $870 million less than…
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5 Interesting Things, Blog Posts, Scale

5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days

Bending Spoons is worth about $34 billion. It buys B2B companies at 2.3x to 2.7x ARR. Since August it has paid 2.7x ARR for Airtable and 2.3x for Miro. That is $1.08 billion of ARR for $2.64 billion of enterprise value, signed 37 days apart. Its own stock trades at roughly 8x to 10x revenue…
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"SaaStr is the largest community of people who like enterprise software on the planet. It’s a great community of people trying to build companies and learn from one another. It’s pretty amazing to see."

Aaron Levie, CEO and Co-Founder of Box

"If you really want to be good at building up your company, read SaaStr."

Eric Yuan, CEO & Co-Founder of Zoom

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew Cirne, CEO of NewRelic

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew Cirne, CEO of NewRelic

"SaaStr has pulled the entire SaaS community together in a powerful way."

Scott Dorsey, CEO of ExactTarget

"SaaStr is definitely the largest collection of people who like enterprise software — on the planet."

Aaron Levie, CEO and Co-Founder of Box

"SaaStr’s all about helping the younger founders be successful."

Phil Fernandez, CEO & Co-Founder of Marketo

"SaaStr is my peeps."

Dharmesh Shah, CTO of Hubspot

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