Harry Stebbings

And then all the IPOs will be like, I don't know where all this money is coming from.

And then all the IPOs will be like, I don't know where all this money is coming from.

Well, it was because of chip guidance, to be clear.

Well, it was because of chip guidance, to be clear.

Chip guidance of 16 billion missed the 17.2 million.

Chip guidance of 16 billion missed the 17.2 million.

Yeah.

Yeah.

Which triggered it.

Which triggered it.

One that's amazing, which we may not have comment on, but it is amazing, is Bending Spoons.

One that's amazing, which we may not have comment on, but it is amazing, is Bending Spoons.

This is kind of a roll-up play on traditionally kind of consumer companies.

This is kind of a roll-up play on traditionally kind of consumer companies.

You know, some of their properties are very well known, but, you know, Evernote, Vimeo, WeTransfer, AOL, Eventbrite, very massively executed roll-up strategy.

You know, some of their properties are very well known, but, you know, Evernote, Vimeo, WeTransfer, AOL, Eventbrite, very massively executed roll-up strategy.

a billion three in revenue, and they're filing to go public at $20 billion in the US from Italy.

a billion three in revenue, and they're filing to go public at $20 billion in the US from Italy.

I hasten to add one of the few large Italian success stories, to be very blunt.

I hasten to add one of the few large Italian success stories, to be very blunt.