Adobe, every mention
48 scenes (2026), the whole family · ← back to Adobe
tap a year for its mentions
every year 2026 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.