Adobe

includes Adobe Photoshop, Adobe Flash, Adobe Premiere Pro, Adobe InDesign, Adobe After Effects, Adobe Marketing Cloud, Adobe Sign, Adobe Premiere

7 statements across 2 episodes · 2 bullish · 4 bearish · 2 people on the record · first statement Jul 29, 2024 by Pierce Ujjainwalla · said 48 times in 16 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Alex Mashrabov (18), Pierce Ujjainwalla (5), Immad Akhund (5), Pablo Srugo (3), Adam Robinson (3), Solon Angel (2), Soham Mazumdar (2), Jordan Boesch (2)

tap a year for its mentions
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05102023202420252026episodes it came up in
00254102023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 35 mentions in 9 episodes 4 per episode
2024 9 mentions in 4 episodes 2 per episode
2023 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Adobe, oldest first

Jul 29, 2024 bullish
Opinion
Ujjainwalla: Knak integrates with Adobe Marketing Cloud better than Adobe does
“We connect better into the Adobe marketing cloud than Adobe does natively. There are lots of integrations that don't exist through products that Adobe all owns that we do.”
Pierce Ujjainwalla Jul 29, 2024 ▶ 27:12 He refused to quit his job until $1M ARR—then grew to $5M ARR & closed a $25M Series A. | Pierce ... · PMF Show
Jul 29, 2024 neutral
Prediction Held up
Ujjainwalla: Incumbent marketing platforms will re-enter asset creation via GenAI
“Now, there is a whole new focus on content generation now with generative AI, and so I think a lot of them are going back Back to what we're doing. Cause it's sexy again. Like, hey, there's generative AI images and text, and that fits really nicely into these …”
Pierce Ujjainwalla Jul 29, 2024 ▶ 25:47 He refused to quit his job until $1M ARR—then grew to $5M ARR & closed a $25M Series A. | Pierce ... · PMF Show
Jul 29, 2024 negative
Opinion
Marketo suffered critical engineering brain drain after acquisitions by Vista and Adobe
“Marketo got acquired a couple of, they went public, they got acquired by Vista, then they got acquired by Adobe, and I think at each of those acquisitions, they lost a lot of talent to the people who, you know, the early engineers and product people who kind o…”
Pierce Ujjainwalla Jul 29, 2024 ▶ 24:40 He refused to quit his job until $1M ARR—then grew to $5M ARR & closed a $25M Series A. | Pierce ... · PMF Show
Dec 4, 2025 bearish
Opinion
Mashrabov: Adobe is very vulnerable in the video software market
“In the video space, it's not like that. Adobe is very, very vulnerable As Premiere has great penetration across professionals.”
Alex Mashrabov Dec 4, 2025 ▶ 12:58 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
Dec 4, 2025 negative
Opinion
Mashrabov: Adobe video tools fail prosumers and individual creators
“Adobe After Effects and other video tooling, I think it kind of falls short, and it doesn't really cover, let's say, prosumers and individual professional creators. It only covers people who work in large teams.”
Alex Mashrabov Dec 4, 2025 ▶ 13:14 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
Dec 4, 2025 positive
Prediction Not checkable as stated
Mashrabov: Google and Adobe will remain default choices for professionals
“The default choice for every professional will stay with Google. No one ever gets fired by using Google models. I just guarantee you. The same with Adobe.”
Alex Mashrabov Dec 4, 2025 ▶ 42:08 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
Dec 4, 2025 bearish
Opinion
Mashrabov: Adobe is in huge trouble from AI editing
“I don't want to do click baits for you, but it feels to me that Adobe is in a huge trouble.”
Alex Mashrabov Dec 4, 2025 ▶ 40:23 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
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