Bloomberg Intelligence Vimeo Owner Bending Spoons Files for US IPOs as Sales Rise
10 snips
Jun 8, 2026 
Bailey Lipschultz, Bloomberg senior equities reporter covering IPOs and tech, and Greg Pendy, Clear Street equity analyst focused on space, join the conversation. They discuss Bending Spoons’ US IPO plans and its growth playbook. They also cover SpaceX’s headline-making IPO, how it is reshaping valuations across the space sector, and implications for launch providers and satellite businesses.
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Investor Skepticism Over AI Upside
- Investors question whether AI can materially cut costs or whether assets like AOL and Vimeo have durable use cases.
- Bailey highlights skepticism about purpose: "what am I really using AOL or Vimeo for at the end of the day?"
Strategic Buyers Can Tighten SpaceX Float
- SpaceX's IPO book dynamics matter more than market moves; strategic anchor orders could tighten float and support valuation.
- Bailey says strategist demand could make a $75B raise act like a much smaller public float if strategics take large chunks.
SpaceX Chose A Fixed Price Strategy
- SpaceX set a fixed price and valuation up front, signaling clear fundraising goals and expectations.
- Bailey notes the IPO matches earlier reports targeting $1.75–$2T valuation and a $75B raise, framing it as pre-declared demand.