upvote
There are four stages to any successful companies lifecycle and Bending Spoons's model is to maximize what they can get in the final stage of decline.

There's nothing wrong with that, but if you're a user of one of these services you might take it as a hint to find an alternative.

reply
> There are four stages to any successful companies lifecycle

I usually say in interviews that my preferred time to join a company is at the end of stage 1 (start up) and the start of phase 2 (organizing).

Nothing makes me happier than to be told "Hey, we got this up and running and it's a mess. Now we need someone to turn this into a system that is easy to modify and maintain."

reply
“ There's nothing wrong with that”

Debatable

reply
There's skill in being able to manage a declining or non-growth business in a way that still pleases your consumer base (and therefore reduces your attrition rate). Not everyone does it well.
reply
yes, they are trying to gouge me on Evernote that no longer works, that i tried to unsubscribe from

here is a solid article from this week's Economist (that mentions another real jewel of a company):

https://www.economist.com/business/2026/07/01/can-bending-sp...

reply
I've moved to Joplin and am pretty happy with it. Was easy to self host on my WebDAV.

I believe it imports Evernote data too.

reply
Similar story here. They took my ~$100/yr Harvest time-tracking Solo plan, increased the price by 2.5x for a more restricted plan than I had... or I could get back the plan I had for $20,000/year.

So I downloaded my data, and had Claude vibecode a fully-featured clone in a single evening. Even if I was paying Anthropic API rates, it cost me less than a single year of my Solo plan.

reply
Was also on Harvest when news broke they had bought them here on HN. A lot of the same comments. I thought, "Well, maybe this is hyperbole, let's wait it out." About a month after they were acquired, same thing. Price of my plan went up almost by double.

So if anybody is reading this? They absolutely will gouge you. All the stories you've read are all true. Take some advice and get out while you can.

reply
> cut costs, jack up prices, and milk remaining users for as much cash as possible for as long as possible.

Don't forget "slash the workforce, ensuring that the product will get worse over time".

reply
That’s what “cut costs” means for SaaS, firing people.
reply
And the article tries to spin this positively:

> After the acquisition, Bending Spoons is anything but a passive owner, making changes to the products’ user experience and features, as well as to the underlying tech; monetization strategy, including pricing; and team organization, including headcount.

> While this focus on efficiency and revenue overlaps with private equity strategies, Bending Spoons claims a key difference: It “aims to hold forever, and has never sold an acquired business.” It is building a live portfolio, not presiding over a tech graveyard.

That last line has me wondering who wrote this.

reply
I don’t feel like the article was sortballing the company. They brought up things like the WeTransfer founder criticizing Bending Spoons’ decisions.

As for my opinion on the company, I don’t really see anything particularly negative about it. I think the fact that they’ve never sold an acquired business is a rather admirable trait.

In a way, they’re doing something that may not have been possible without this style of intervention, which is to keep companies/products that would have otherwise disappeared viable.

For a company like Evernote it wouldn’t be better for their customers if the company liquidated. There are worse things that can happen to your service provider of choice than price increases or worse customer support.

reply
People are framing this like they're creating sustainable businesses, but if you look into the details, what they're consistently doing is stagnating on any kind of feature development, making the apps and sites more difficult to use and have more nags, and they're increasing prices, sometimes by 10x or 100x. When I look for a company that I think I would admire, I'm looking for customers that are satisfied and recommend the product to their friends.

Charging $20,000 for a note-taking app subscription is not that.

https://news.ycombinator.com/item?id=48849810

reply
I certainly don’t find any of that positive, either, but sometimes what a lot of these companies need to survive is to increase prices and only worry about the feelings of the customers who find those higher prices to be worth it.

The $20,000 price plan wasn’t a real price, that was just a not so gentle nudge to move to a different offering. Maybe it feels bad but that plan effectively doesn’t exist anymore. Things change.

It’s got fewer features for the dollar, but if the previous company was not sustainable in the first place, it is what it is.

A company raising prices or cutting service quality is only a problem if they’re in a monopoly situation with no other market alternatives. None of the companies Bending Spoons has acquired are in that position. Many of them are far from being the market leaders.

reply
Renowned author C. H. Atgpt
reply
I had a vendor acquired by one of these types of outfits.

I looked through their assets and it clicked: “this is where software goes to die”

reply
Consolidating stagnant or dying SaaS offerings makes sense, but it'd be nice if there were a version of this that's a better steward of the companies.
reply
If that was good business then presumably the brand could have done it at some point during their long slow decline?
reply
Arguably, they're a better choice for customers than a shutdown.

I mean, they're at least keeping the service alive for as long as possible.

reply
There’s no choice here, and often the companies are profitable, but if there is any stickiness to the product the customer gets the privilege of having a company they built trust with turn around and betray them with massively increased fees.
reply
I'd argue it's worse for consumers, by keeping them alive it staves off competition, and leeches cash by increasing subscription prices or locking once free feature behind paywalls.
reply
That's a short term business model if I have ever seen one.

"customers who stick around." is anthesis to mid- to long-term customer loyalty when you do "jack up prices, and milk remaining users for as much cash as possible"

reply
Think of it as a perpetual bond with declining coupon payments.

Customer "inertia" or "lock-in" might be better terms to describe what the company is looking for in an acquisition.

Their ideal customer may well be someone who's forgotten they have a subscription on credit card auto-pay.

reply
Add to this that they make it really, really hard to unsubscribe. I think there's been some legal crackdowns, but for a time, they could make it literally impossible.
reply
This article is like an advertisement. Here's how they spin it:

> Speaking to TechCrunch, co-founder and chief product officer Matteo Danieli said some of the scrutiny was due to the fact that products such as Evernote were genuinely loved by their users. But he said that despite all the changes, customer retention has been “remarkably stable.”

Ah yes. In other news, the prison population size is also remarkably stable.

reply
correct, they have made it impossible, charged my 2002-era PayPal account when i said, "i want to leave, don't"
reply
> a perpetual bond with declining coupon payments

Most things with royalties (oil fields, songs) work like this.

reply
Yes, agree.
reply
You're thinking too narrowly. Buying a cow is a short term investment because cows don't live very long.

And yet dairy farms can last for centuries.

reply
deleted
reply
So like Delphi?
reply