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Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe

The Compound and Friends

00:00

The Case for Adobe: Valuation vs. Disruption

Michael outlines his bullish thesis on Adobe despite a 55% drop, citing AI opportunity, buybacks, and durable enterprise lock-in.

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