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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Narayen: Adobe trains AI models only on fully licensed data
“If we create models, one of the things that we have to do is create a model where every piece of data that went into the creation of that model, we can testify to the fact that, you know, we have license to do that.”
Narayen: AI will create far more jobs than it disrupts
“I think the reality with all technology, all automation is, you know, I, it introduces way more jobs, and it disrupts some, and I don't think AI will be you know, that different, and a lot of the, you know, automation or menial things that people do, it'll for…”
Narayen: Only 4 to 5 entities have capital to build frontier LLMs
“The large language models, I'm sure you'd agree there'd be four or five people who have the capital to create those large language models, and, you know, there'll be maybe one open source, there'll be three or four proprietary”
Narayen: AI models are operating systems that applications must support agnostically
“All these models are going to be a different form of platforms, and so, great. We should embrace that because, you know, you have to go to where people are, right? And so, I, at least I think of some of these models similar to how I've thought of operating sys…”
Narayen: Adobe Uses Live Software Usage Data to Settle Feature Debates
“Today, it's just the opposite. People are like, hey, here are some ideas. Either engage with your community, or even better, put it into the software, market it, and see what gets used. So we're going to continue to invest in that. And, you know, those, ironic…”
Narayen: Perpetual software models forced vendor secrecy to protect current sales
“When you had this secretive, I'm working on this, 12 or 18 months, and I can't talk to you because if I talk to you may not buy my current version.”
Narayen: Shifting Adobe to the cloud was easier strategically than executionally
“The strategic decision to move to the cloud and the financial model in retrospect That may have actually been the easy one. Executing on it, because in parallel, we actually allowed people to buy the perpetual version or the subscription business. We had to tr…”
Narayen: Every leader has three essential duties: vision, team, and execution cadence
“Most leaders, and it doesn't matter at what level you're providing leadership you know, you have three things that you have to do. You have to create a vision. You know, and if you're a first line manager, you're creating a vision for the group. If you're a CE…”
Narayen: The 2009 recession caused sharp revenue drops and layoffs at Adobe
“When the recession of 2009 hit We were a considered purchase, and so given we were a considered purchase, and potentially a discretionary purchase the revenue dropped quite precipitously, and when the revenue drops in a company that is software, which, as you …”
Narayen: Adobe manages subscription lifecycles using a five-stage data-driven model
“So at the same time that we created this new model, we actually instituted within the company what we call a data-driven operating model. And the data-driven operating model talks about discover, Buy, discover, trial, buy, use, and renew. And it speaks to the …”
Narayen outlines Adobe's multi-phase roadmap for document AI
“PDF, we just recently introduced AI assistant for PDF or Acrobat. You can have a conversational interface now with a PDF. The next step clearly is how do you do it across all of the documents, whether they be on your desktop or whether they be in the knowledge…”