Startups · Aug 10
Airtable's $1.285 Billion EV Sale, Approximately $2.25 Billion Equity Value, and the Post-ZIRP Lesson
AI positioning and ARR growth gave the deal momentum, but the math says founders still have to price the market they are actually in.
- Separate product momentum from valuation expectations when planning financing or exits.
- Treat enterprise value and equity value as different signals, not interchangeable headline numbers.
- Watch Bending Spoons’ post-closing product choices for the real Airtable strategy.