GoKawiilBerkshire Hathaway raises stake in Bending Spoons to over $900 million
Milan-based holding company Bending Spoons, which went public on Nasdaq in July, disclosed a new $330 million investment from Berkshire Hathaway this week, bringing Berkshire's total stake to more than $900 million. Shares jumped 41% on the news before paring gains, leaving Bending Spoons with a market cap near $30 billion. The company also confirmed layoffs at recently acquired Airtable, following job cuts at other portfolio firms like Evernote, Vimeo and WeTransfer.
GoKawiil's interpretation of the reporting above, not reported fact.
Analysts at Mizuho framed Berkshire's continued buying as a vote of confidence in Bending Spoons' acquisition-and-restructuring model from a famously cautious long-term investor. The simultaneous Airtable layoffs illustrate how that model depends on cutting costs at acquired firms, many of which were once highly valued startups now destabilized by AI competition. Together, the events suggest a broader pattern in which struggling software companies are being absorbed cheaply and restructured rather than folding outright.
- Berkshire Hathaway's stake in Bending Spoons now exceeds $900 million after a $330 million addition.
- Bending Spoons' stock rose 41% on the news before giving back some gains, valuing it near $30 billion.
- Airtable, bought for about $1.3 billion—90% below its 2021 peak—is undergoing layoffs alongside other acquired firms.
Source: cnbc.com — Cj Haddad, 2026-10-17
Published there as: “Software’s new consolidator gets big vote of confidence from Berkshire”
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