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Adobe

includes Adobe Photoshop, Adobe Creative Cloud, Adobe Firefly, Adobe Flash, Adobe Illustrator, Adobe InDesign, Adobe Experience Cloud, Adobe Premiere Pro, Adobe Document Services, Adobe Sign, Adobe XD, Adobe Acrobat and 6 more

54 statements across 38 episodes · 20 bullish · 16 bearish · 21 people on the record · first statement Jul 1, 2015 by Jason Lemkin · said 438 times in 127 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (115), Jason Lemkin (86), Scott Belsky (29), Rory O'Driscoll (16), Wesley Chan (13), Omer Shai (9), Kayvon Beykpour (6), Des Traynor (5)

tap a year for its mentions
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0132520162017201820192020202120222023202420252026episodes it came up in
002.51352520162017201820192020202120222023202420252026episodesmentions per episode
2026 109 mentions in 24 episodes 5 per episode
2025 94 mentions in 24 episodes 4 per episode
2024 56 mentions in 23 episodes 2 per episode
2023 83 mentions in 20 episodes 4 per episode
2022 41 mentions in 13 episodes 3 per episode
2021 6 mentions in 5 episodes 1 per episode
2020 3 mentions in 3 episodes 1 per episode
2019 18 mentions in 6 episodes 3 per episode
2018 1 mention in 1 episode
2017 10 mentions in 3 episodes 3 per episode
2016 17 mentions in 5 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Adobe, oldest first

Jul 1, 2015 positive
Assertion Not checkable as stated
Lemkin prepared 100 SaaStr blog posts before leaving Adobe
“And then the day I left Adobe was the day of the first blog post on SaaS. I already had a hundred in the queue, so.”
Jason Lemkin Jul 1, 2015 ▶ 3:48 20 VC 050: Starting, Building and Selling in SaaS with the King of SaaS, Jason Lemkin, Managing Director @ Storm Ventures
Jun 29, 2016 bullish
Insight
Democratizing expert software increases a company's total addressable market by 100x
“And by the way, it also increases your market by an order of a hundred extra more, right? You know, we're You know, Adobe's building Photoshop for probably hundreds of thousands of people who want to, who are skilled or want to make design their profession, an…”
Wesley Chan Jun 29, 2016 ▶ 16:48 20VC: Felicis' Wesley Chan on The Rise of IoT, Getting Recruited by Larry Page & Creating Google's Biggest Success Disaster
Dec 3, 2018 bullish
Assertion Not checkable as stated
Danny Rimer: Enterprise Software Is Adopting Consumer Selling Metaphors
“So whether it's Dropbox, or Slack, or the Microsoft, the three, six, five efforts, or what Adobe is magnificently doing, a lot of the enterprise is actually moving towards the consumer metaphor to sell software.”
Danny Rimer Dec 3, 2018 ▶ 7:36 20VC: Index's Danny Rimer on His Biggest Lessons On Price, Ownership, Board Dynamics & Building Consumer Businesses from Backing The Likes of King, Skype, Farfetch, Glossier and more...
Jan 7, 2019
Insight
Belsky: Assess hires and founders by exponential progression in successive conversations
“How do you hire people, and how do you find which teams to invest in, and one of the things I always apply is, is this someone whom every conversation is more interesting than the one before it, or is it a replay? You know, most people we actually meet, I don'…”
Scott Belsky Jan 7, 2019 ▶ 7:26 20VC: Scott Belsky on Why We Must Challenge Our Faith In The Strength of Resources, Why We Must Rethink The Product Creation and Design Process & How To Determine Between The Good and The Truly Great When Assessing Individuals
Mar 25, 2019 bullish
Opinion
Braze will win marketing automation over legacy giants Salesforce, Adobe, and Oracle
“Braze. It's an incredible team and product in the marketing automation space. They are helping company large brands figure out how to engage with their customers and giving them a single view of their business across channel. And that's something that Salesfor…”
Alex Clayton Mar 25, 2019 ▶ 28:08 20VC: Spark Capital's Alex Clayton on How The Best Growth Investors Source, Evaluate and Win Deals, Why Market Depth Is Crucial When Analysing Markets & Why Capital Is Only A Temporary Competitive Advantage
Feb 9, 2022
Insight
Belsky: Iterate MVPs with data until the next strategic transformation
“When you build that MVP and put it out there, you should be iterating based on data from there on out until the next big transformation where you have to lead with some intuition.”
Scott Belsky Feb 9, 2022 ▶ 20:17 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
Feb 9, 2022
Insight
Belsky: Set objective success metrics before launch to avoid post-launch bias
“You know, I mean, listen, you have to set metrics, objective metrics, of what you believe progress looks like up front for a few different reasons. First of all, you know, as the messy middle Is you get lost in it, right? And along the way, the progress you're…”
Scott Belsky Feb 9, 2022 ▶ 24:30 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
Feb 9, 2022
Insight
Belsky: Intuition sets product direction, while data guides execution
“Intuition is what brings you to a mountain to climb. Data is what helps you climb it.”
Scott Belsky Feb 9, 2022 ▶ 18:46 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
Feb 9, 2022 positive
Assertion Supported
Belsky: Adobe replaced Photoshop's blank start page with templates and tutorials
“When I came back to Adobe four years ago in this chief product officer role, I looked at products like Photoshop that literally opened up with a blank black page of, you know, just nothingness, right? And it's like, there was no orientation of what to do now o…”
Scott Belsky Feb 9, 2022 ▶ 10:30 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
Feb 9, 2022
Insight
Belsky: Startups lack funnel reach while incumbents lack modern tech stacks
“You know, startups have the opposite problem. They are working on the most novel news Stacks of technology. They're all building, you know, web apps or AI natively, et cetera. However, they don't have any top of funnel, whereas Adobe has this massive top of fu…”
Scott Belsky Feb 9, 2022 ▶ 36:36 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
Jul 6, 2022
Insight
Belsky: A working prototype is worth a hundred meetings
“I deeply, deeply believe in the fact that a prototype is worth a hundred meetings, and if you can have a discussion around a PowerPoint with bullet points and stuff, I mean, you're gonna miss so much”
Scott Belsky Jul 6, 2022 ▶ 1:50 20 Product: The Ultimate Guide to Product Reviews: What Makes the Best vs the Worst | How Often Should They Be | Who Should Be Invited | Who Sets The Agenda | How to do Follow-Ups Post Product Reviews
Aug 30, 2022
Disclosure
Logan Bartlett initially expected Braze to be acquired for $300M-$400M
“At the time I was convinced that the most likely outcome was that it was going to be a 300 or four hundred million dollar acquisition by sales or Adobe or someone like that. And so I felt like I had to be really disciplined on the entry price because it just s…”
Logan Bartlett Aug 30, 2022 ▶ 32:33 Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920 · 20VC with Harry Stebbings
Sep 7, 2022
Prediction Not checkable as stated
Mignano: Unbundled creator tools will inevitably rebundle into new verticals
“So I think it has to get unbundled and then rebundled again. Like I think one of these companies will successfully take a strong position in say video or audio editing, and they will never inevitably need to ladder up into a new, you know, leverage that streng…”
Mike Mignano Sep 7, 2022 ▶ 41:02 Michael Mignano: How I Founded Anchor; Why TikTok could be a $2 TRILLION Company | 20VC #923 · 20VC with Harry Stebbings
Feb 8, 2023 positive
Assertion Supported
Cohen: Netflix, Heineken, and Adobe signed with Navan during COVID lockdowns
“Our biggest customers would sign up with us, like, customers like Netflix, Heineken, Adobe, sign with us on these times where people were not traveling because, again, change management, The easy thing to do at that time.”
Ariel Cohen Feb 8, 2023 ▶ 20:31 Ariel Cohen: The Death of Salesforce; How OpenAI is Changing the Travel Industry | 20VC #975 · 20VC with Harry Stebbings
Apr 21, 2023 bullish
Opinion
Tunguz: Adobe's generative AI capabilities are underrated relative to competitors
“Adobe I think is doesn't have doesn't have the recognition recognition it deserves. When it comes to using generative, I think about like the applications in Photoshop, they launched a product called Firefly. I think they're right there.”
Tomasz Tunguz Apr 21, 2023 ▶ 53:02 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Aug 25, 2023 positive
Insight
Howie Liu: AI Will Enable Both Adobe and Canva to Grow
“I don't think it has to be purely a, you know, winner takes all, you know, Adobe wins and Canva loses type of equation, right? I think AI could actually enable both Adobe and Canva to grow and to actually create disruptive experiences”
Howie Liu Aug 25, 2023 ▶ 22:20 Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
Nov 15, 2023 bullish
Prediction Not checkable as stated
Traynor: AI will expand Adobe's market beyond creative professionals
“They could have a really significant expansion of people who could use Adobe software far beyond just creative geniuses.”
Des Traynor Nov 15, 2023 ▶ 52:07 Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
Dec 20, 2023 positive
Assertion Partly supported
Belsky: Adobe's design team led the early development of Firefly
“You know, we had our design team actually build a team within that did all of the early developments of Firefly. It was a very like design driven exercise to figure out the interfaces and how they integrated into the products.”
Scott Belsky Dec 20, 2023 ▶ 24:47 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023 neutral
Insight
Belsky: Companies should only build AI models they can lead globally
“Actually, I think that's sort of the right answer is you should build models if you're the best company in the world to build them.”
Scott Belsky Dec 20, 2023 ▶ 27:43 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023 positive
Insight
Belsky: Product designers are more important, not less, in the AI era
“It's not the technology that makes us successful. It's the user's experience of the technology that makes us successful. And that's why I think the role of designers is more important, not less important in this modern world.”
Scott Belsky Dec 20, 2023 ▶ 20:20 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023 neutral
Disclosure
Belsky: Adobe recently re-centralized its design team into a single organization
“Recently I re-centralized design in one organization because our strategy, you know, required it.”
Scott Belsky Dec 20, 2023 ▶ 53:05 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023
Prediction Not checkable as stated
Belsky: AI future will not be dominated by a few mega models
“I think it's actually common belief that there are going to be a few mega models in the future that are going to do everything for every company in the cloud. What we're saying is actually it will probably be the opposite.”
Scott Belsky Dec 20, 2023 ▶ 0:13 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023 positive
Insight
Belsky: AI hallucination is a feature, not a bug, in creative tools
“In, in some ways, listen, for some practices hallucination, hallucination is a bug, but in some areas it's also a feature, right? So if I'm trying to discover some cool new music, I mean, I can imagine that might be a feature as opposed to a bug. You know, whe…”
Scott Belsky Dec 20, 2023 ▶ 8:08 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023 positive
Disclosure
Belsky: Adobe never trains AI models on customer creations without opt-in
“We don't ever train our models off of the customer's creations. So, like, what the customer makes does not train our models, unless they submit it to stock and want it to train our models in which case they get compensated for it.”
Scott Belsky Dec 20, 2023 ▶ 31:51 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Dec 20, 2023 positive
Insight
Belsky: AI platform shift uniquely favors incumbent tech giants over startups
“I do think we executed well, but I also think that there's some nuances of this platform shift in particular that do favor those companies that know their customer well and already reach them.”
Scott Belsky Dec 20, 2023 ▶ 37:29 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Jan 12, 2024 neutral
Opinion
Rabois: FTC's Adobe-Figma challenge was standard antitrust enforcement
“Figma in some ways was easier case for the government in the FTC, which has been very aggressive than many other cases. You know, Figma Is competitive with Adobe's products. Like at the end of the day, that's not like a stretch where the FCC has been taking so…”
Keith Rabois Jan 12, 2024 ▶ 1:09:59 Keith Rabois on Rejoining Khosla Ventures | E1102 · 20VC with Harry Stebbings
Mar 8, 2024 negative
Assertion Not checkable as stated
Cassidy: Reps at Salesforce and Oracle Never Need to Prove Problem Validity
“There's no comps there for like Salesforce or Oracle or Adobe or whatever, right? You don't ever have to make that kind of case there ever.”
Brendon Cassidy Mar 8, 2024 ▶ 23:19 Brendon Cassidy: Why You Should Never Hire Someone You Do Not Know in Your First Five Hires | E1124 · 20VC with Harry Stebbings
Jun 3, 2024 negative
Opinion
Lemkin: Regulators Made a Mistake Blocking Adobe's Acquisition of Figma
“I think, I do think the regulators got this one wrong, and maybe even they got it wrong, who knows, because of, this is why the Google HubSpot thing might be worse, and maybe it's how they were lobbied or manipulated, because I don't think it's competitive.”
Jason Lemkin Jun 3, 2024 ▶ 32:45 Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
Jun 21, 2024 positive
Assertion Supported
Canva drives higher web traffic volume than Adobe
“So I think Canva nowadays is much larger in terms of volume generated to the website than Adobe.”
Val Scholz Jun 21, 2024 ▶ 18:50 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
Jul 19, 2024 bullish
Opinion
Adams: Canva operates in a different category than Adobe
“We really consider ourselves to be in a totally different category. Like, literally. When we started, design was something that one percent of the world could do, and we wanted to bring it to the other 99%.”
Cameron Adams Jul 19, 2024 ▶ 37:02 Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
Jul 24, 2024
Assertion Partly supported
Lemkin: Figma competed only with an abandoned $30M Adobe product line
“Figma was directly destroying a thirty million dollar product line that Adobe had abandoned, ok, with XD sketch or whatever it's called.”
Jason Lemkin Jul 24, 2024 ▶ 5:28 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
Jul 24, 2024 negative
Opinion
Lemkin: Canva is directly destroying Adobe Creative Cloud
“Canva is directly destroying creative cloud, ok?”
Jason Lemkin Jul 24, 2024 ▶ 5:25 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Assertion Supported
Hamid: FTC and Lina Khan did not block the Adobe-Figma deal
“I don't think, ah, a lot of us put a lot of the blame on Lena Khan, poor Lena Khan because, you know, in our own experience, that's not, that was not the issue for Adobe Figma. It wasn't Lena, ah, or the FTC, ah, there were other issues. So I think it's broadl…”
Mamoon Hamid Oct 21, 2024 ▶ 33:48 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Dec 16, 2024 bullish
Prediction Not checkable as stated
Hoffman: Derailed Adobe acquisition will make me more money on Figma
“I mean, look, I'm an investor and all the rest, and I think Figma is an amazing company that's gonna, gonna, I'm probably going to make substantially more money because the deal was essentially derailed, but there was a bad theory of the case.”
Reid Hoffman Dec 16, 2024 ▶ 54:59 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Apr 24, 2025 neutral
Assertion Open
O'Driscoll: Only Two or Three Independent PC Productivity App Companies Scaled
“After 20 years of the PC wars, there was really only two or three companies at scale That were selling apps that were personal productivity apps independent of Microsoft. It was, you know, you had Adobe, you had Quicken and maybe some of the security apps.”
Rory O'Driscoll Apr 24, 2025 ▶ 9:18 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Jul 3, 2025 positive
What-if
Lemkin: Adobe's $20B Figma acquisition would look like a great deal today
“You know, it also, you know, I mean, Scott Belsky was right. They should have bought him. People made fun of them for overpaying, right? Twenty billion, right? But I think the beauty is if you're Adobe, you can be a little patient. It's okay if you pay two yea…”
Jason Lemkin Jul 3, 2025 ▶ 3:28 Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
Aug 7, 2025 neutral
Assertion Not checkable as stated
Lemkin: Adobe's shift to the cloud required three years of internal convincing
“Adobe just trying to go to the cloud took three years of convincing everybody, okay?”
Jason Lemkin Aug 7, 2025 ▶ 1:03:55 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Sep 12, 2025 negative
Insight
Bendov: Early startups shouldn't hire big-company sales VPs from Salesforce or Adobe
“You know, I wouldn't hire that, like, high pedigree VP from Salesforce or Adobe or whatever. Salesforce is a great team. You need someone who's still hungry, scrappy, and will figure out the playbook, right?”
Amit Bendov Sep 12, 2025 ▶ 15:21 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
Sep 18, 2025 negative
Opinion
O'Driscoll: Adobe offers the most annoying, least understandable software licenses
“I find the Adobe product to be the most annoying and least understandable set of licensed products out there, right, which harassed me.”
Rory O'Driscoll Sep 18, 2025 ▶ 1:29:29 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
Sep 18, 2025 negative
Opinion
O'Driscoll: Adobe has failed to land punches or stay relevant in AI
“And you know, for a while there, I was like, maybe Adobe will land some punches and be relevant. They were talking the right game. But they don't appear to have done so.”
Rory O'Driscoll Sep 18, 2025 ▶ 1:31:30 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
Sep 18, 2025 bearish
Prediction Open · timeframe Sep 2026
Lemkin Predicts Adobe Share Price Will Drop At Least 10%
“I'm betting down at least 10%.”
Jason Lemkin Sep 18, 2025 ▶ 1:27:14 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
Oct 2, 2025 positive
Assertion Supported
Lemkin: Adobe has $5B in AI-influenced revenue
“Adobe has five billion of AI influenced revenue.”
Jason Lemkin Oct 2, 2025 ▶ 20:41 Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
Nov 13, 2025 neutral
Assertion Not checkable as stated
Lemkin: OpenAI Now Purchases Software Like Traditional B2B Enterprises
“Like open AI is buying like a normal, buying like an Adobe or a Microsoft now.”
Jason Lemkin Nov 13, 2025 ▶ 1:01:57 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Nov 27, 2025 bearish
Assertion Not checkable as stated
Jason Lemkin: Figma's public valuation is 30-40% below Adobe's acquisition offer
“I think it's like 30 or 40% lower than Adobe deal adjusted for time dilution and risk, 30 to 40% lower.”
Jason Lemkin Nov 27, 2025 ▶ 1:20:28 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
Dec 22, 2025 negative
Opinion
Lemkin: Adobe's $5B 'AI-influenced revenue' metric is misleading vanity reporting
“The worst offender is Adobe, okay? Because Adobe announced they had five billion of quote, AI influenced revenue this year. That, listen, let, Let's be kind. It's, I'm sure it's true. I'm sure they're using Firefly and generating images with AI, but to me, it …”
Jason Lemkin Dec 22, 2025 ▶ 49:19 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
Jan 22, 2026 bullish
Prediction Held up
O'Driscoll: Adobe Acquired SEMrush to Launch an Answer Engine Optimization Product
“SEMrush, which is the king of search engine optimization for Google, got acquired recently by Adobe, and I think that acquisition only makes sense if their plan is as quickly as is humanly possible to introduce an answer engine optimization product, because th…”
Rory O'Driscoll Jan 22, 2026 ▶ 58:11 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Feb 9, 2026 bearish
Prediction Open · timeframe Feb 2031
Acharya: AI movie creation will be won by startups, not Adobe
“If you said something like, you know, software movies or AI movie making or sort of AI assisted movies, that's just not a category in which there is an incumbent, and I'm betting that a native company will actually win that. It probably won't be Adobe.”
Anish Acharya Feb 9, 2026 ▶ 8:51 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Mar 19, 2026 bearish
Opinion
Lemkin: High gross retention does not guarantee future growth for Adobe
“Just because your GAR stays high, just because your nominal churn is low, does not mean you're going to grow. And I see no evidence Adobe will grow. I see no, no products that show they'll grow.”
Jason Lemkin Mar 19, 2026 ▶ 1:14:44 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Mar 19, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: Adobe faces major AI disruption risk over the next five years
“So I think the disruption risk on those guys versus Intuit is a lot higher. Five years from now, there will be some disruption into, but we'll still be moving money around. We'll still be producing quarterly accounts, and I tell you, we'll still be paying taxe…”
Rory O'Driscoll Mar 19, 2026 ▶ 1:17:01 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Apr 9, 2026
Insight
Lemkin: Small acquisition safety nets are necessary for startup M&A
“No one loses their job in Adobe over the small chip deal. Otherwise it would never happen. No one would take any risk in buying an emerging company, right? They just wouldn't do it.”
Jason Lemkin Apr 9, 2026 ▶ 29:54 OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
Apr 23, 2026 bearish
Prediction Open · timeframe Apr 2031
Lemkin: Anthropic will never build direct Figma or Adobe competitors
“But I do not believe Anthropic will ever build a direct Figma or Illustrator or Adobe competitor. They don't have to maim them.”
Jason Lemkin Apr 23, 2026 ▶ 55:24 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Jun 18, 2026 neutral
Assertion Supported
Randle: Adobe trades at eight times LTM free cash flow
“I looked at Adobe and I was like, this thing trades for eight times LTM free cash flow.”
Everett Randle Jun 18, 2026 ▶ 1:07:05 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Jun 18, 2026 negative
Opinion
O'Driscoll: Adobe operates like a PE firm milking its users
“My vent on that company is they have milked their users for so long that it just feels a piece of financial engineering interacting with the product. It's always the login are crap. I don't even understand the licensing model. I don't even know what I can use …”
Rory O'Driscoll Jun 18, 2026 ▶ 1:11:44 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Jul 16, 2026 bearish
Prediction Open · timeframe Jul 2031
Lemkin: Adobe's Marketo is in terminal decay and heading to zero revenue
“It is going to zero. It is, but it is one of the slowest decays you can get, right? Because moving off a marketing automation system in the enterprise is very slow, but it is without question going to zero. There are no net new logos and everyone hates it.”
Jason Lemkin Jul 16, 2026 ▶ 1:19:37 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
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