Airtable

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• bearish criticism Glenn Solomon

  And we just talked about Airtable, Airtable would be a great example. At some point, somebody wrote a check at, you know, 10 or 12 billion and every, you know, and the round before that was done at probably 5 billion was like, I, I did my job. I've got a double in a short period of time. And this company's going places. It's a big up round, you know, unfortunately years later, it turns out like that was a that was, that was not a great job. And that's a perfect example of where this disconnect c

• bearish prediction Unattributed

  in a normal market, they never would have raised those last few rounds

• bullish assessment Unattributed

  they stayed relatively disciplined and built a nice business

• neutral fact_claim Unattributed

  sold it for what was it? 1.3 billion or so

• neutral fact_claim Unattributed

  air tables team said, well, great, we'll put the, we'll take the money, we'll put it on the balance sheet, but we're not going to spend it

• neutral fact_claim Unattributed

  the valuations on air table went from, you know, a couple hundred million early to multiple billions and then over 10 billion in the last round or two

• bearish criticism Unattributed

  they way overpaid and put way too much money into this company

• bullish assessment Unattributed

  their return is probably pretty darn good

• neutral fact_claim Unattributed

  the early investors in that company, it was financed pretty normally, what I'd say normally, uh, in the early rounds

• bullish assessment Unattributed

  Airtable was a phenomenal business and, um, you know, and a great product

• bullish assessment Unattributed

  now Airtable and Miro are both quite appealing to a lot of enterprises.