3min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Is Adobe Photoshop Making a Bad Deal?

I don't see a huge slowdown here I mean look once the numbers get into hundreds of millions It's really hard to maintain the same growth rate you're compounding off such a large base that it's just inevitable. So yeah, so Adobe's paying 50 times Current ARR, but if you believe this they're only paying divide by two. Yeah, so now they're double that Do you think the triple in 2020 was a covid pull forward? Or do you think that that was a natural like a zoom or not? That's what I mean. It's possible, but People were collaborating. But at the end of the day the right price to pay for the company is what

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode