{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Airtable\u2019s 80% off value crash: VCs explain why it\u2019s still a win | E2321","description":"This Week In Startups is made possible by: Vanta https:\/\/www.vanta.com\/twist Agree https:\/\/agree.com Odoo https:\/\/Odoo.com\/twist   Today\u2019s show: *Airtable just sold for $2.25 billion, an 81% drop from its peak of $11.7 billion. On this week\u2019s TWiST VC Roundtable, Aditya Agarwal (South Park Commons), Niko Bonatsos (Verdict Capital), and Rick Heitzmann (FirstMark Capital) break down why the venture world sees this as a good outcome, not a financial disaster. By declining the deal, would Airtable\u2019s team have just been delaying the inevitable? Is the fact that they reached $400M+ ARR on its own a reason to celebrate? Find out why our investor panel prefers unwinding a stuck situation rather than chasing a growth rate that\u2019s no longer sustainable. PLUS Robinhood\u2019s booming prediction market business, the secondary market flap over Anduril shares, why so many VCs shy away from \u201cvice\u201d categories, and a glimpse at how insiders are talking about the Apple-OpenAI lawsuit. Guests Aditya Agarwal on X: https:\/\/x.com\/adityaag South Park Commons: https:\/\/www.southparkcommons.com\/apply Niko Bonatsos on X: https:\/\/x.com\/bonatsos Verdict Capital: https:\/\/verdictcap.com\/ Rick Heitzmann on X: https:\/\/x.com\/rick FirstMark Capital: https:\/\/firstmark.com\/ Relevant Links Airtable: https:\/\/www.airtable.com\/ Bending Spoons announces Airtable acquisition:  https:\/\/investors.bendingspoons.com\/newsroom\/bending-spoons-agrees-to-acquire-airtable Constellation Software: The Anti-Conglomerate:  https:\/\/www.eaglepointcap.com\/blog\/constellation-software-the-anti-conglomerate Introducing Robinhood Ventures Fund II: https:\/\/robinhood.com\/us\/en\/newsroom\/introducing-rvii\/ Quartz: Robinhood posted record quarterly revenue:  https:\/\/qz.com\/robinhood-record-revenue-prediction-markets-earnings-073026 Riot Games: https:\/\/www.riotgames.com\/en AngelList\u2019s USVC Fund: https:\/\/usvc.com\/ Baseten: https:\/\/www.baseten.co\/ OpenEvidence: https:\/\/www.openevidence.com\/ Hermes Agent: https:\/\/hermes-agent.org\/ Granola: https:\/\/www.granola.ai\/  Timestamps:  0:00 VC intros &amp;amp; Bending Spoons buys Airtable 9:19 Why growth is the only metric that matters 9:45 Vanta - Get $1000 off your SOC 2 at https:\/\/www.vanta.com\/twist 20:52 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https:\/\/agree.com and tell them Jason sent you to get 50% off for life! 26:25 When should VCs sell in secondary markets? 30:55 Odoo - The all-in-one business platform. Get started for free at https:\/\/Odoo.com\/twist 35:38 Robinhood's prediction markets are exploding 43:13 The USVC-Anduril secondary controversy 46:18 How VC firms use open source models 58:43 Telling the real founders from the grifters 1:02:38 Why Apple is suing OpenAI   Subscribe to the TWiST500 newsletter: https:\/\/ticker.thisweekinstartups.com Check out the TWIST500: https:\/\/www.twist500.com Subscribe to This Week in Startups on Apple: https:\/\/rb.gy\/v19fcp &amp;nbsp; Follow Lon: X: https:\/\/x.com\/lons &amp;nbsp; Follow Alex: X: https:\/\/x.com\/alex LinkedIn: \u2060https:\/\/www.linkedin.com\/in\/alexwilhelm &amp;nbsp; Follow Jason: X: https:\/\/twitter.com\/Jason LinkedIn: https:\/\/www.linkedin.com\/in\/jasoncalacanis &amp;nbsp; Check out all our partner offers: https:\/\/partners.launch.co\/ &amp;nbsp; Great TWIST interviews: Will Guidara, Eoghan McCabe,  Steve Huffman,  Brian Chesky, Bob Moesta,  Aaron Levie,  Sophia Amoruso,  Reid Hoffman,  Frank Slootman,  Billy McFarland &amp;nbsp; Check out Jason\u2019s suite of newsletters: https:\/\/substack.com\/@calacanis &amp;nbsp; Follow TWiST: Twitter: https:\/\/twitter.com\/TWiStartups YouTube: https:\/\/www.youtube.com\/thisweekin Instagram: https:\/\/www.instagram.com\/thisweekinstartups TikTok: https:\/\/www.tiktok.com\/@thisweekinstartups Substack: https:\/\/twistartups.substack.com ","author_name":"This Week in Startups","author_url":"https:\/\/thisweekinstartups.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42332975\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/204822570"}