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Startups & Venture·October 9, 2026·1 min read

Bending Spoons CEO Sees Opportunity in ‘SaaSpocalypse’

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If you believe in a ‘SaaSpocalypse,’ Bending Spoons’ playbook—buy cheaper software assets and use AI to refactor code and operations—turns AI from a margin threat into an M&A weapon. Operators in subscale SaaS should either get serious about AI-driven efficiency or assume they’re being underwritten as someone else’s roll-up target.

Startups & Venture

Firmus Is Said to Explore Raising $3 Billion After Shelving IPO

A hyperscale data center operator walking away from one of Australia’s largest prospective IPOs to chase $3 billion in private capital says more about capital structure than demand—AI infra is still bankable, but operators want flexibility over quarterly scrutiny. If you’re building in this stack, assume private rounds and structured deals, not public markets, will fund the next build cycle.