The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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.”