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How Bending Spoons built a $23B tech empire from struggling brands

ft.com

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Re: How Bending Spoons built a $23B tech empire from struggling brands

#4
post #3

Their model sounds similar to ESW Capital. The main threat would probably be some form of SaaS-pocalypse, they both own a lot of fairly simple SaaS products with high prices.

I don’t really get the SaaS-pocalypse hypothesis.

That these products are “fairly simple” implies that the value they provide was never in the code to begin with.