AI tools

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 6, 2026 by Pat Dorsey · across every show →

Everything said about AI tools, oldest first

Jul 6, 2026 bearish
Opinion
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.”
Pat Dorsey Jul 6, 2026 ▶ 17:34 Moat Investing Nuances – Pat Dorsey (EP.509)
Jul 27, 2026 positive
Disclosure
NYU uses AI to extract time-series data from manager audited financial statements
“All of the audited financial statements that we get for our managers, we read them looking for specific pieces of information. They're also interesting time series of data. Trying to use some of these tools to create a better picture over time of how individua…”
Michelle Knudsen Jul 27, 2026 ▶ 1:04:07 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
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