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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
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…”
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.”
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…”
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.”
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.”
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.”
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.”
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…”