Adobe

“And it probably gets done, and even doesn't get done, whatever. Like, I don't think it really impacts the early stage market.”

“We've kind of come out publicly and said, hey, for all the creative models, we're going to build our own, because we feel like we have the data sets and the experience on that, but on the LLM side, we're partnering with a number of these folks, and we are just…”

“Adobe's gonna crush it on AI. We've said this repeatedly since the early days. Like, the Adobe of AI is Adobe, right?”

“I think this is like pretty good because all of a sudden as a startup, you'd be like, you actually have to build a successful business to go public and make money and like be a successful company. You can't just build a product that's strategically valuable to…”

“And Meta and Adobe. And like, it's all the same people, right? And they're just going to do grinding warfare.”

“Not made it through the twenty billion dollar Adobe acquisition is now being valued at 12 and a half. But from, you know, good firms, they have KOTU, General Catalyst, and their ARR's at seven hundred million now.”