00:00Da seguire soprattutto Benin Spunse che si prepara all'IPO sul Nasdaq, azienda tech attiva nello sviluppo di applicazioni per
00:07dispositivi mobili, ha annunciato il prezzo di IPO, 29 dollari, quindi sopra quella che era la forchetta, la società guidata
00:16dal CEO Luca Ferrari opera con un modello di business ibrido tra un'azienda tech e un fondo private equity,
00:22focalizzandosi sull'acquisizione, la ristrutturazione, la crescita di prodotti digitali e software,
00:28per la valutazione dell'azienda di circa 20 miliardi di dollari. Nella puntata dello scorso 26 giugno di Pivò, il
00:35podcast con la giornalista tech Kaira Gwissel, professore di marketing alla New York University Stern Scott Galloway, aveva paragonato Benin
00:46Spunse in qualche modo a Berkshire Hathaway, dei marchi internet amati ma dimenticati. Sentite la sua analisi.
00:58Il first day pop is not SpaceX, it's actually a European tech media company that's pricing next week. Does any,
01:06this is a test, any guesses?
01:07Bending Spoons.
01:09Bending Spoons. Bending Spoons is essentially the Berkshire Hathaway of beloved but forgotten internet brand. I think this is an
01:16incredible company. It's out of Italy, which is interesting, really good human capital.
01:20All of these companies that were supposed to be the next Airbnb or-
01:24They were all the unicorns of the Europe.
01:25All the unicorns, super fat. And then this company out of Italy comes and buys them, consolidates the back end,
01:32which is a polite way of saying cuts costs dramatically, increases their prices.
01:37There's value in these brands. They still have very loyal audiences and they were also, they also grew up in
01:44a time where capital was cheap. So quite frankly, there's a lot of fat to cut. And these, this, these
01:50guys are executing like crazy.
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