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Hook
I love how Airtable crashed
@tech.bible
217.7K followers · usually 861 views a post
Views
35.5K
Likes
291
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Why it worked
The video leverages a relatable narrative of a once-highly-valued company's decline juxtaposed with the current hype around AI, creating a humorous and shareable commentary on market trends.
Summary
The video humorously contrasts Airtable's significant valuation drop with the high valuation of a new AI-focused company, highlighting the current market's enthusiasm for AI.
Structure
- 1Airtable's valuation crash
- 2VCs' reaction to AI valuations
- 3Comparison of Airtable and AI company valuations
Product placement
Airtable ACTS: it is a SaaS product whose valuation is discussed. Removing it would change the topic. Airtable APPEARS: it is the subject of the discussion. Removing it would change the topic.
On-screen text
I love how Airtable crashed
from $11.7B valuation to $1B
sale and VCs immediately
said: Cool, $13.3B for the AI
version of it 🤯✨
Transcript
I love how Airtable crashed from $11.7B valuation to $1B sale and VCs immediately said: Cool, $13.3B for the AI version of it 🤯✨
Original caption
Airtable spent years building a deep SaaS product, distribution, enterprise workflows, and infrastructure. It peaked around $11.7B in 2021 and is now being acquired for about $1.3B. Lovable launched in late 2024, sits on top of foundation models rather than training its own, and is now valued at $13.3B after hitting hundreds of millions in ARR at extreme speed.
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