Adobe
includes Adobe Creative Suite
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 29, 2025 by Rob Hale · said 9 times in 5 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Rob Hale (3), Rajiv Jain (2), Pat Dorsey (2), Rick Heitzman (1), Alex Sacerdote (1)
tap a year for its mentions
2026 4 mentions in 2 episodes 2 per episode
2025 4 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
Everything said about Adobe, oldest first
Sep 29, 2025 neutral
Hale: Strong franchises tolerate capital misallocation for a decade; commodity businesses bankrupt
“If you're a steel company or an airliner and you're in some commodity industry and you misallocate capital for 10 years, you go bankrupt. Someone takes you over. If you're Microsoft, if you're Adobe, if you have a very strong franchise and you don't necessaril…”
Jul 6, 2026 bearish
Dorsey: Adobe's Aggressive Pricing Makes Customers Eager to Switch to AI
“You're seeing this right now with Adobe. There's an AI problem here. Had they not been so aggressive in pricing over time, would the customers be as willing to switch to new AI tools? It's an interesting counterfactual to think about.”