Adobe, every mention
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every year anyone Harry Stebbings 115Jason Lemkin 86Scott Belsky 29Rory O'Driscoll 16Wesley Chan 13Omer Shai 9Kayvon Beykpour 6Des Traynor 5Mike Mignano 4Mike Cannon-Brookes 4
Verbatim, from the transcripts: the passages where Adobe comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 4:39 Jason Lemkin And I remember back in the day when we were acquired by Adobe, 2 times in the scene
- ▶ 57:42 Rory O'Driscoll Look, I mean, Figma went through, you know, the most exhausting process of being, you know, signing a deal with Adobe at 20, having the deal be delayed, having the deal be denied by the DOJ, having to summon up their courage, raise another…
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 2:58 Rory O'Driscoll There's Adobe, which does twenty three billion, growing at 12%, trading at like three or four times revenue.
- ▶ 38:17 Jason Lemkin I can just tell you not to go back in time, but when I was an SEP at Adobe at the number three business unit, it,
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:16:05 Jason Lemkin Because here's the thing, what I learned at Adobe, just to maybe over talk about, it works in the sense that big company M&A and Corp Dev isn't brutally slow. 3 times in the scene
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 1:19:29 Jason Lemkin I'm just watching Marketo, which Adobe bought.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 14:40 Jason Lemkin I, I'm tired of folks like Adobe saying we have five hundred million of agentic revenue and missing the quarter. 3 times in the scene
- ▶ 49:00 Jason Lemkin And you say, I just want you to take whatever Marketo still has at Adobe, three hundred million of revenue left, right? 2 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:07:23 unnamed speaker When I was at a VP at Adobe, there was an entire floor of Accenture for five years, deploying Salesforce, an entire floor of people, right? 2 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 0:29 Harry Stebbings Next, Salesforce acquires Finn for 3.6 billion dollars, one of the nicest teams in tech, and then finally, Adobe beats and raises, but the stock falls six percent as the CFO exits.
- ▶ 1:02:56 unnamed speaker And what it means is, at one times versus 10 times, at a shitty enough price, you can be a value investor, we'll talk about Adobe in a second, and, you know, maybe at one X, Wix is now priced to the point where the, logically, the expected… 4 times in the scene
- ▶ 1:11:14 unnamed speaker And for the other, for something like Adobe, I actually think there has to be an institutional catalyst before there can be a pricing catalyst. 6 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 47:19 Jason Calacanis Let's imagine I was back at Adobe. 3 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 1:11:16 Jason Lemkin This was one of the first Sastra posts I ever wrote right when I got out of Adobe, and it took me a while to realize this.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 9:25 Cliff Weitzman I need to see you editing ads in Figma or Photoshop, whatever you, whatever tool you want, and I need to see you buying the ads.
- ▶ 32:31 Cliff Weitzman Um, when I'm saying design, I mean the actual grind of sitting in Photoshop, sitting in Figma, sitting in Illustrator, sitting in Canva, and pixel perfect making things.
- ▶ 32:31 Cliff Weitzman Um, when I'm saying design, I mean the actual grind of sitting in Photoshop, sitting in Figma, sitting in Illustrator, sitting in Canva, and pixel perfect making things.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 53:24 Jason Lemkin I mean, I can tell you when we, when I was a VP at Adobe, you would say, oh, Adobe should buy these companies. 2 times in the scene
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 44:02 Harry Stebbings He was the CEO of Workday, and now he's at Sequoia as a partner, but he was CEO for a long time, so, and he was at Adobe for many, many years.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 0:28 Harry Stebbings Now it's going after Figma, Adobe, Canva.
- ▶ 30:14 Jason Lemkin It literally, you go in a meeting and I saw it at Adobe as cloud took off, like the people's views of price changed in my tenure as a VP.
- ▶ 35:26 Jason Lemkin They didn't go through the chaos of Chanteneau resigning from Adobe when they still don't have a CEO, right? 4 times in the scene
- ▶ 35:53 Jason Lemkin Like, actually, I learned this week, AI and Illustrator is great. 3 times in the scene
- ▶ 52:53 Harry Stebbings Um, obviously Figma as a result were hit, and price was hit significantly, as was Adobe's. 4 times in the scene
- ▶ 54:23 Jason Lemkin Does that mean you can build what you can build in Figma, let alone Illustrator? 2 times in the scene
- ▶ 1:38:20 Jason Lemkin What about figment Adobe that didn't happen?
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 1:21:20 unnamed speaker I mean, granted in my brief tenure at Adobe as a VP. 2 times in the scene
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 6:23 unnamed speaker It was pretty easy to, to make a crappy PDF reader or a crappy image generator, but to do what Photoshop or Adobe Acrobat did, all the exceptions, all the core, the 1010 of thousands of corner cases was the crown jewel, right?
- ▶ 6:23 unnamed speaker It was pretty easy to, to make a crappy PDF reader or a crappy image generator, but to do what Photoshop or Adobe Acrobat did, all the exceptions, all the core, the 1010 of thousands of corner cases was the crown jewel, right?
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 1:08:28 Harry Stebbings We can go for Adobe. 7 times in the scene
- ▶ 1:09:18 Jason Lemkin Uh, it is odd because a lot of folks on the internet are saying David Wadwani who runs creative cloud is going to be a successor, but this is David.
- ▶ 1:14:15 Jason Lemkin He basically said there's no threat to companies like Intuit and Adobe because it's so hard, but SMB is so hard to nail the price point and the motion that whether it's Adobe or Intuit, which are still largely self-service businesses,… 10 times in the scene
- ▶ 1:17:16 Rory O'Driscoll I don't know if we'll be doing pixel by pixel removing on Photoshop, and therefore I don't, so I think the Adobe AI risk over the next five years is pretty large, and that's actually probably should be figuring into their search.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 1:05:11 Jason Lemkin I mean, it's funny when, when Adobe tried to buy it. 2 times in the scene
- ▶ 1:05:31 Jason Lemkin You were buying a 20 year position like Creative Cloud and Photoshop.
- ▶ 1:05:31 Jason Lemkin You were buying a 20 year position like Creative Cloud and Photoshop.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 1:11:03 Mike Cannon-Brookes You've had Adobe's and Microsoft's be public for an awful long time.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 9:03 Anish Acharya It probably won't be Adobe. 2 times in the scene
- ▶ 9:05 Anish Acharya Will Adobe make a better sort of Photoshop and Illustrator than ever before?
- ▶ 9:05 Anish Acharya Will Adobe make a better sort of Photoshop and Illustrator than ever before?
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 56:40 Rory O'Driscoll I can tell you, I can tell you, the bet just vanished, and Adobe did something smart. 10 times in the scene
- ▶ 1:00:42 Jason Lemkin It's now been rebranded Adobe marketing, GEO, SEM cloud.
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 1:05:08 Alex Rampell And then you have things in the middle, like Adobe,
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 12:09 Jason Lemkin I saw this when I was at Adobe.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 42:08 unnamed speaker Are they claiming they have AI revenue like Adobe, but, but it's really an AI product, but not revenue. 7 times in the scene
- ▶ 49:31 unnamed speaker I'm sure they're using Firefly and generating images with AI, but to me, it don't count unless it's net new bookings.
- ▶ 54:19 unnamed speaker That's going to be the, I think the biggest risk when you're, and I think it's interesting, we're kind of dissing on Adobe, we're kind of worried, dissing on Microsoft, we're dissing on Salesforce.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 22:49 unnamed speaker Companies were talking about because let's lump in SEMrush because they were acquired two weeks ago by Adobe and Jason and I disagreed, but we definitely felt someone like Adobe could do something with that asset. 2 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:00:32 Jason Lemkin Yeah. 2 times in the scene
- ▶ 1:05:28 unnamed speaker Pretty much a sleepy company, and Adobe just recently bought them for, you know, what was it, about two billion, Jason? 8 times in the scene
- ▶ 1:12:24 unnamed speaker I, I actually, genuine comment here, kind of, I do think, I understand your point about, you know, how actionable is the information, but look, you were at Adobe marketing, stepping back another decade before you were there. 3 times in the scene
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 25:30 Everett Randle And I think that's like an amazing example of, yeah, do they, does, does AWS have lower gross margins than, you know, Adobe? 2 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 57:59 Harry Stebbings Synthesia, one of the hottest, fastest growing AI companies, now at a hundred and fifty million in ARR, reportedly turned down a three billion dollar offer from Adobe to be acquired, and they're going to be raising a new round at well… 2 times in the scene
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 47:16 Mike Cannon-Brookes Some of the companies we looked up to to the most as nerdy students of technology were like Microsoft, Adobe, Intuit. 3 times in the scene
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 20:41 Jason Lemkin Adobe has five billion of AI influenced revenue.
- ▶ 25:21 Jason Lemkin And so we don't, we're not gonna wait a year, like when I was at Adobe, we waited five years to implement Salesforce.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 58:26 Jonathan Ross Did you use Photoshop two years ago?
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 17:43 unnamed speaker What I saw when I was at Adobe, which I think NVIDIA is doing the same, it's not a brand new company, NVIDIA, right? 3 times in the scene
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 1:05:06 Harry Stebbings The fact that Adobe or Canva could do what Higgs field does, and with the existing distribution they have, do it. 5 times in the scene
- ▶ 1:25:09 Harry Stebbings Adobe is getting crushed by the markets, but the revenue is strong, continuing to increase. 9 times in the scene
- ▶ 1:29:18 unnamed speaker But yes, just think if they bought it, you'd be getting those little pop-ups from Figma, too, telling you, you know, you've used up your license for Figma Adobe Cloud. 10 times in the scene
- ▶ 1:31:54 unnamed speaker Adobe wants to add Firefly and AI to your, to your expensive suite, and Microsoft's half giving up on getting people to buy AI co-pilot for office, but what we really want is not even to buy those seats.
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
- ▶ 15:21 Amit Bendov You know, I wouldn't hire that, like, high pedigree, uh, VP from Salesforce or Adobe or whatever.
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:01:14 Brian Halligan Um, so they're outpacing HubSpot, Salesforce, Adobe, um, Box, Atlassian, everybody.
- ▶ 1:03:45 unnamed speaker And this is certainly what I learned in my tenure as a VP at Adobe. 2 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 1:02:27 Jason Lemkin And so like when I was a VP at Adobe, you're trapped with your 40% net margins because you can't invest in anything because the market is expecting cash to rain to the bottom line come.
- ▶ 1:07:14 Jason Lemkin I just remember September, 22, September, 20, 22 Saster annual was in September then, and the Adobe deal acquisition happened and it, no one talked to 10,000 people talked about nothing but Figma.
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 43:23 Rory O'Driscoll They ain't scared anymore, right?
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 8:08 Rory O'Driscoll They picked themselves off the floor after the Adobe fucking over from the FTC and said, God damn it, we'll show you we're all wrong.
- ▶ 40:45 Jason Lemkin And every designer is going to have creative cloud and Figma.
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 2:21 Jason Lemkin I, I, it's, um, you know, the only thing is a twenty billion, you know, which is just what Adobe was going to pay almost 24 months to today, twenty billion is 20 times current revenue, right? 10 times in the scene
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- ▶ 11:36 unnamed speaker It must have been a very difficult management challenge to pick yourself up having decided to sell to Adobe for twenty billion, not getting the deal done, having to, you know, getting some capital, doing a secondary at 10.
- ▶ 1:11:33 Jason Lemkin The only thing I thought about when I saw this, when I was a VP at Adobe and Chantanu was the CEO, not a founder, but on the rise there, I mean, 3 times in the scene
20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
- ▶ 52:47 unnamed speaker I would say probably, I mean, if I'm fully being honest, it was coming out of the breakup with Adobe and making sure that our community understood that we're business as usual, and we're here, and we're the Figma you know and love, and…
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 52:00 unnamed speaker And I think the interesting thing, there are examples in the past, like for example, Adobe way back in the late nineties,
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 3:03 Jason Lemkin That's like Adobe buying Figma. 2 times in the scene
- ▶ 9:28 Rory O'Driscoll It was, you know, you had Adobe, you had Quicken and maybe some of the security apps.
Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
- ▶ 11:54 Harry Stebbings Adobe have moved incredibly fast on product.
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
- ▶ 58:07 Harry Stebbings When you look at your Adobe's of the world, I think we always said, ah, they're so slow.
Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- ▶ 36:52 Harry Stebbings You know, I'm friends with Scott Belsky, for example, who obviously former CPO to Adobe just recently.
Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- ▶ 45:02 Nabeel Hyatt And that's obviously a world where, 2023 was kind of the big adaptation push, and that was when Adobe Firefly launches, it's when Spotify DJ launches, it's when
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 32:53 Mamoon Hamid And, you know, we thought, obviously, with Adobe Figma, Adobe is that next tier, and even that, um, as you know, you know, um, the story's been told. 2 times in the scene
Dmitry Gurski: From Potato Farm to $200M in Revenue: The Never-Before-Told Story of Flo Health|E1205 · 20VC with Harry Stebbings
- ▶ 1:18:34 Dmitry Gurski It's a program language of, uh, Mercamedia Flash. 2 times in the scene
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 33:14 Arvind Narayanan it's become easier to, to do that with AI today, but you could have paid someone a hundred dollars to do that with Photoshop, you know, even before AI.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 23:05 Imran Khan So if you're selling it to Google, if you're selling it to Facebook or selling to Adobe, but you know, if you look at the NAS, I think the US public market, I think what, there's 2000 companies over two billion dollar market cap.
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 20:33 Harry Stebbings And you have Canva offering it, and Adobe offering it, and Sketch offering it, and 10 others.
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 5:08 Jason Lemkin Honestly, it has to because Figma wasn't even competitive with Adobe. 4 times in the scene
- ▶ 5:25 Jason Lemkin Canva is directly destroying creative cloud, ok?
- ▶ 5:28 Jason Lemkin Figma was directly destroying a thirty million dollar product line that Adobe had abandoned, ok, with XD sketch or whatever it's called.
- ▶ 9:46 Jason Lemkin That was the worst 24 months waiting for that Adobe.
Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
- ▶ 1:42 Cameron Adams So they were running this thing in Adobe Flash. 2 times in the scene
- ▶ 36:40 Harry Stebbings Final one for you before we do a quick fire, but you're always compared or like put in the same category as the 800 pound gorilla of Adobe.
Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
- ▶ 18:50 Val Scholz So I think Canva nowadays is much larger in terms of volume generated to the website than Adobe.
- ▶ 54:15 Harry Stebbings It's against the 800 pound gorilla that is Canva, which has an 800 pound gorilla, which is Adobe.
Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
- ▶ 26:11 Danny Rimer And Sketch was the best example of what Adobe, what, sorry, what Figma could become. 2 times in the scene
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 30:57 Jason Lemkin I think Canva is an existential threat to the whole creative cloud, whole creative cloud.
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