Bending Spoons, a company you may not have heard of, went public last week and had a decent pop. Some people are attributing this as a short bet on software. The boys sit down to discuss the market dynamics at play and dissect the company's playbook. PLUS! Cow chat. If you like the pod, chuck us a review on your podcast player of choice, or go to downround.net to sign up for PREMIUM to get ad-free listening PLUS an extra episode every week. See omnystudio.com/listener for privacy information.
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