Airtable's 80% off value crash: VCs explain why it's still a win | E2321

Airtable sold for $2.25 billion, an 81% drop from its peak, but VCs Aditya Agarwal, Niko Bonatsos, and Rick Heitzmann argue it's a good outcome. They explain why accepting the offer was better than chasing unsustainable growth, and celebrate the $400M ARR milestone. The panel also discusses Robinhood's booming prediction market business, secondary market issues at Anduril, why VCs avoid 'vice' categories, and early chatter about the Apple-OpenAI lawsuit.