Adobe

includes Adobe Photoshop, Adobe Premiere Pro, Adobe After Effects, Adobe XD, Adobe Lightroom, Adobe Creative Cloud, Adobe Illustrator, Adobe Flash, Adobe Photoshop Express, Adobe Stock

4 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Dec 31, 2024 by John Coogan · said 98 times in 49 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (48), Jordi Hays (18), Morgan Housel (3), Dylan Patel (2), Roy Lee (1), Quaid Walker (1), Michael Mignano (1), Gaurav Misra (1)

tap a year for its mentions
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01325202420252026episodes it came up in
001.513325202420252026episodesmentions per episode
2026 27 mentions in 21 episodes 1 per episode
2025 64 mentions in 25 episodes 3 per episode
2024 7 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Adobe, oldest first

Dec 31, 2024 bearish
What-if
Coogan: Figma Integration Would Have Been Jankier Under Adobe
“I think it would have been jankier with Adobe, which is probably the worst thing.”
John Coogan Dec 31, 2024 ▶ 30:24 Year of Tech in Review (ep25)
Dec 31, 2024 negative
Opinion
Hayes: Figma Rolled Out 'Toxic' and Horrific Billing Practices
“The Figma product they just rolled out these like absolutely horrific billing practices. Figma was always a very multiplayer product. You could make something, share it with somebody easily. They could edit it, comment, whatever. And they immediately rolled ou…”
Jordi Hays Dec 31, 2024 ▶ 29:01 Year of Tech in Review (ep25)
Jul 19, 2025 bullish
Prediction Held up
Hays: Figma IPO first-day close will exceed Adobe acquisition price
“Now Figma is going to IPO. And I would be shocked if they end the first trading day below the price that Adobe was going to pay.”
Jordi Hays Jul 19, 2025 ▶ 1:35:28 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 30, 2026 neutral
Assertion Supported
Coogan: Situational Awareness held concentrated longs in Nebius, Micron, CoreWeave, shorted Adobe
“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”
John Coogan Jul 30, 2026 ▶ 1:30 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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