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 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
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.”
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.”
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.”
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.”
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…”
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.”
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 …”