Airtable sold at 90% discount to peak
Airtable was acquired by Bending Spoons for $1.28B (or $2.25B including cash), roughly 10% of its 2021 peak valuation of $11.7B.
Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
Explore episode
Aug 8, 2026
Where this was said
All-In Summit Speaker Announcements!
At 48:01 · chapter starts 45:44
Jason runs through an all-star speaker lineup: Jensen Huang (NVIDIA), Satya Nadella (Microsoft), Gwynne Shotwell (SpaceX), Jared Isaacman (NASA), Jake Paul, Nick Shirley, and Brad Gerstner and Bill Gurley back together for BG2. Martin Shkreli may also appear. Brad Gerstner notes the timing is remarkably convenient: within 60 days of the midterm election and within 30 days of a potential Anthropic IPO, promising a heated atmosphere. David Friedberg emphasizes the summit's differentiator isn't just the content on stage — it's the full experience, including casino night and a yet-to-be-announced concert. Attendees from 60+ countries have historically come, and the team continues to invest in making it a memorable community experience rather than just another conference.
Airtable's SaaSpocalypse: Sold at 90% Below Peak
Airtable had $480M in annual revenue, nearly $1B in cash, and 20% growth — and sold for $1.28B, about 10% of its $11.7B peak valuation. The culprit: a board-imposed sales-led growth motion that only 30% of reps could execute, layered on top of a product-led growth business that was always fine on its own terms.
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