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Adobe

includes Adobe Photoshop, Adobe Firefly

4 statements across 4 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jun 8, 2023 by Elad Gil · said 25 times in 13 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Elad Gil (10), Sarah Guo (8), Matt Garman (2), Jack Dent (2), Sridhar Ramaswamy (1), Satya Nadella (1), Emad Mostaque (1)

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2026 3 mentions in 2 episodes 2 per episode
2025 3 mentions in 2 episodes 2 per episode
2024 11 mentions in 5 episodes 2 per episode
2023 8 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Adobe, oldest first

Jun 8, 2023
Insight
Gil: Speed of AI adoption serves as a metric for management competence
“And you could almost Measure the rapidity with which somebody adopts this technology almost as a metric of management competence. Right. The most competent companies, or at least the ones closest to this technology will adopt it soonest.”
Elad Gil Jun 8, 2023 ▶ 25:11 No Priors Ep. 20 | With Sarah Guo and Elad Gil
Nov 30, 2023 bullish
Insight
Sarah Guo: Generative video targets production budgets rather than software spend
“Yes, it's useful to look at the incumbent vendors like Adobe, but you're not fighting really the video editing software spend. You're eating into the production spend.”
Sarah Guo Nov 30, 2023 ▶ 22:41 No Priors Ep. 42 | With Sarah Guo and Elad Gil
Aug 29, 2024 positive
Assertion Supported
Adobe built its Firefly AI models entirely on top of AWS
“Where we see folks like Adobe building Firefly is a all built on top of AWS purpose built for the own thing, their own thing that they're building.”
Matt Garman Aug 29, 2024 ▶ 19:51 No Priors Ep. 78 | With AWS CEO Matt Garman
Feb 19, 2026 bullish
Assertion Partly supported
Gil: AI labs scaled from $1B to $10B revenue in one year
“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”
Elad Gil Feb 19, 2026 ▶ 15:53 The AI Code Slop: Risk or Opportunity?
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