Possible scenario
Customer Backlash Builds
27% Chance
The scale of layoffs damages confidence among Airtable’s enterprise users, particularly if support, implementation, or roadmap commitments slow. This scenario would not be a macro event, but it could reduce the value of the Airtable acquisition and weaken Bending Spoons’ reputation with software buyers.
Secondary impacts
- Technology -0.2%
Tickers
- BSP-5.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.