Too late to join Airtable?

New / Eng
lsof -i -U

New Eng

lsof -i -U
Dec 18, 2021 46 Comments

Expecting an offer from Airtable but I am somewhat hesitant to move forward after the series F valuation at $11 billion. Is there any upside left? Can they x2 to $22B and beyond?

#airtable #facebook #google #microsoft #salesforce #servicenow

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TOP 46 Comments
  • Apple
    ShibaKaBap

    Go to company page Apple

    ShibaKaBap
    Dude - Stripe is 95B and people are beating each other to get there, Airtable seems ground floor.
    Dec 18, 2021 8
  • Airtable has a TAM of $325b. There’s a shitload of upside. Salesforce participated in the last round and you bet your ass they’re wishing to acquire it. Google and Service Now would also love to acquire AT.

    A $25-50b valuation is doable. $50-100b will get challenging.

    So yeah, come join us. You’ll like it here.
    Dec 18, 2021 8
    • They could just make their own or buy someone cheaper than airtable
      Dec 21, 2021
    • Meta
      qbSw45

      Go to company page Meta

      qbSw45
      Microsoft and Google have both entered the space with their in house products. Doesn’t seem like Salesforce has, so my guess is that they would be very interested in acquiring Airtable to catch up with the other giants. Also considering how they acquired both Slack and Quip in the productivity space, doesn’t seem to crazy for them to pay 20bn+.
      Jan 14
  • Asurion
    chaata

    Go to company page Asurion

    chaata
    Airtable has no upside in the long term. - only downside. Don’t waste your time.
    Dec 18, 2021 15
  • What is Airtable's ARR and YoY growth%? Can't trust private valuations too much. Compare ARR, growth numbers with public companies in the same space - think Asana, Monday.com, smartsheet...

    Eventually what you are looking at as an employee is an IPO.

    Given the recent correction in high-growth tech / IPO stocks, over half of the 2021 IPOs are already below IPO price.

    Within the B2B Saas universe - For every snowflake, there are UiPath JFrog Freshworks Couchbase Sprinklr Squarespace Coursera Toast type companies that are trading below IPO price already.

    I would be skeptical of blindly trusting any Decacorn valuation that has raised funding in the last year and check if that valuation is backed up by revenue and growth.

    Do remember that VCs need 2-3 in 10 late-stage companies to pop and do well post IPO to make returns, not too wise to drink their kool-aid.

    I am saying all this despite joining a company pre-IPO that went IPO and did well.

    Hope this helps anyone looking to join a Pre-IPO company.
    Dec 25, 2021 3
    • Yes, they did. But doesn't mean every pre ipo company at an inflated valuation will do well.

      The multiples in private markets have gone crazy in the last 1 year. Up from 30-40x to 80-100x in private markets from what I hear. Not all companies can exit at that valuation.
      Dec 26, 2021
    • Airbnb
      iriendkfor

      Go to company page Airbnb

      iriendkfor
      IPODone, useful post, which Pre-IPO company would you recommend to look at in this market ?
      Jan 9
  • Meta
    hmmm_okay

    Go to company page Meta

    hmmm_okay
    They definitely have a lot of upside, and on top of that are pretty much the best company out there to join for engineers.

    Airtable has a cool product, good culture, benefits, pay, talent, and wlb.
    Dec 18, 2021 0