2nd Order Thinkers

2nd Order Thinkers

Weekly AI 2nd Order Takes

Ban Anthropic is now a fashion

Anthropic may have developer love, but unfortunately, that matters less when governments, security teams, and platform owners make the final call.

Jing Hu
Jul 06, 2026
∙ Paid

Bending Spoons IPO = the end of Saas?

Ever heard of Bending Spoons? It’s the Italian software group behind acquisitions such as Evernote, WeTransfer, Vimeo, Eventbrite, Brightcove, and AOL, which raised about $1.68 billion in its IPO after pricing above its range. The company doesn’t follow the typical PE playbook, but turns a sunsetting Saas into a dura…

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