How Bending Spoons built a $23B tech empire from struggling brands(www.ft.com)
16 pointsby chuckus4 hours ago2 comments
  • t0mas88an hour ago
    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.
    • twoodfin28 minutes ago
      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.