Adobe

includes Adobe Photoshop, Adobe Flash, Adobe Lightroom, Adobe Creative Cloud, Adobe Firefly, Adobe Illustrator, Adobe After Effects, Adobe Creative Suite, Adobe Director, Adobe Fresco, Adobe InDesign

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Jenny Lee · said 93 times in 43 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Steven Sinofsky (14), Benedict Evans (11), Matt Biilmann (5), Marc Andreessen (5), Danny Postma (5), Alex Rampell (5), Steph Smith (3), Guy Parsons (3)

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2026 7 mentions in 3 episodes 2 per episode
2025 21 mentions in 10 episodes 2 per episode
2024 5 mentions in 2 episodes 3 per episode
2023 13 mentions in 3 episodes 4 per episode
2022 4 mentions in 2 episodes 2 per episode
2020 1 mention in 1 episode
2019 40 mentions in 20 episodes 2 per episode
2018 1 mention in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Adobe, oldest first

Jan 2, 2019
Assertion Partly supported
Unicode Voting Power Concentrated Among US Tech Giants, SAP, and Oman
“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”
Jenny Lee Jan 2, 2019 ▶ 25:13 a16z Podcast | Not all Network Effects Are Created Equal
Dec 3, 2025 bearish
Prediction Not checkable as stated
Rampell: Adobe and Zendesk will sell fewer software seats due to AI
“Is Adobe gonna sell as many seats if now you don't have to hire as many graphics designers? Or is Zendesk going to sell as many seats if the, Software just answers all the queries. Like, the answer is no.”
Alex Rampell Dec 3, 2025 ▶ 6:50 Why AI Moats Still Matter (And How They've Changed)
Jan 19, 2026 bullish
Prediction Not checkable as stated
Rampell: Software incumbents like SAP and Adobe will grow stronger with AI
“Bill.com is gonna be a stronger business, Or SAP is going to be a stronger business, or Adobe is going to be a stronger business because of AI.”
Alex Rampell Jan 19, 2026 ▶ 12:46 The AI Opportunity that goes beyond Models
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