AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
All-In with Chamath, Jason, Sacks & Friedberg
I Think That Adobe Is Going to Be Forced to Find a Way in Short Order to Create Increasive Cashflow and That Will Have Huge Ramifications
The pricing thing will get made by the ceo and the cfo in talking to their largest shareholders. There is an implied cost of capital that adobe has In fact right now if you look at like all of the models that all of the Analysts use is roughly around 9% And so you know, they're going to have to achieve a return on top of that cost of capital.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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